Clients and sales
Clients and CRM
Every client and every lead, and where each one stands. Add a client once and the rest of YuktiBOS knows who they are, what they bought and which channels they use. The CRM keeps every lead, where it came from and what happens next.
What you get
5 things this does for you.
A client list that shows what is missing
Each client shows set-up chips for services, keywords, dream outcome and communication strategy: Configured, Partial or Not set. You see what is missing before the AI can work well.
Guided onboarding in four steps
The business story, the areas and monthly fee, who signs in, then a welcome and first week. You can upload a file and the AI pulls answers out of it. Draft answers survive a refresh.
A client page and a health view
Tabs per client, plus a cockpit showing tasks overdue or due soon, upcoming milestones, AI spend this month, and margin and utilisation once a retainer is set.
CRM views for the whole sales day
Today, Pipeline, Contacts, Sources, Funnel, Sequences, Events, Team and Set-up. The funnel shows stages reached, win rate, won value, median days to win and first-reply time.
Website forms land in the CRM
A form on your site creates the contact, logs the form, opens a deal in the first stage, starts a one-hour reply timer and tells the team. New leads can go to the next person on your rota.
How it works
In four steps.
No manuals needed. Each step is one screen, and the next step is always nearby.
- Add the client. Only the name is required to start.
- Tick the services they bought and set their channels.
- Add true facts about them and approve a voice guide.
- Watch leads, deals and the funnel in the CRM.
Where people stay in control
You choose which areas each client gets and who signs in. The AI drafts the plan and milestones, and a super admin approves them before any work is created.
What you can do with this
- Set up a new client in four guided steps
- See which clients are late, over budget or under-served
- Turn what you know about a client into a 90-day plan
- Clear a client's plan and start again
- Capture website form leads in a CRM
- See your sales funnel, win rate and days to win
- See which lead source brings customers and what each cost
Want clients and crm on your business?
We are onboarding a small number of businesses for early access. Tell us what you do and what you would like off your plate.