PROFESSIONAL SERVICES
Sales CRM — every lead answered, every proposal chased, every customer grown.
Everything for $22/month per user.
EVERYTHING YOU GET
The whole platform, set up for sales teams.
16 modules, one login, one bill.
Overview
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Sales & Growth
CRM & sales
Admin & operations
Marketing & Design
THE SYSTEM
You can create your own system, or use a template we've already created.
This is the sales & growth template, running live. Watch it open a real form, move a job through the boards and fire the automations.
Prefer a full screen? Open the system in a new tab
WHAT IS ACTUALLY IN IT
Named boards, named forms, real automations.
Also: 3 forms including a growth diagnostic, 4 booking links, 3 email journeys, 7 email templates, 3 text templates, and 12 automations — all set to run automatically. 39 pieces, one click to install.
3 boards
- Leads & Opportunities
- Customers — Onboard and Grow
- Outbound & Prospecting
Email & text
- 2 email journeys
- 3 email templates
- 2 text templates
Automations, all set to run automatically
No confirming every send.
HOW IT GOES LIVE
Not a project. Three steps.
STEP 1
Install the system.
One click, and the boards, forms, booking links and automations all arrive configured.
STEP 2
Add your email address and branding.
STEP 3
Turn it on.
Automations run automatically from the start — no confirming every send.
Sales & Growth CRM questions
What is a sales CRM?
A sales CRM keeps every lead, contact, opportunity and customer in one place. PenguinPilot's sales & growth template comes set up with three boards — Leads & Opportunities, Customers — Onboard and Grow, and Outbound & Prospecting — so you can see every deal from first enquiry to repeat business.
Does it stop enquiries going cold before someone calls back?
Yes. Every website enquiry creates a card and a callback task automatically, so a lead that comes in on Friday is followed up before it goes to a competitor.
Can it chase a proposal that's gone quiet?
Yes. Three days after a proposal is sent with no reply, PenguinPilot sends the follow-up that asks whether it's the price, the timing, or something else — by email and text, automatically, without a rep having to remember.
Does it help after a deal is won, not just before?
Yes. The Customers — Onboard and Grow board keeps closed-won accounts moving through onboarding and into upsell and renewal conversations, so "Won" isn't the end of the record.
How much does sales CRM software from PenguinPilot cost?
$22 per user per month for the whole platform, including CRM, bookings, forms, email, automations, e-signing and websites.
How long does it take to set up?
The sales & growth system installs in one click. Add your email address and branding, then turn it on. You can use it as it is or change any board, form or email.
OTHER INDUSTRIES