Pivota Sales CRM

A simple sales CRM for small and medium-sized businesses. Leads move through a pipeline stage by stage, and appointments and collections are kept in the same place.

The need

Leads come in from Instagram, forms and phone calls, and the ones nobody follows up on are lost.

Key features

• Drag-and-drop sales pipeline (Kanban)
• Appointment calendar
• Customer accounts and invoice tracking
• Income and expenses
• Lead capture from Instagram and forms

How it works

1. A lead from Instagram, a form or a phone call is entered into the system.
2. The lead is dragged through the sales pipeline stage by stage.
3. Appointments are added to the calendar and reminders are shown.
4. Once the sale closes, invoices and collections are tracked in the customer's account.

Tech stack

• Next.js
• Kanban interface

Who it's for

Clinics, agencies, consultancies and SMBs with a sales team. At Arsolix, we adapt this project to your business's workflow, brand and existing systems.

How we work with you

1. Discovery call: we listen to your workflow, your users and your existing systems.
2. Scope and quote: using the demo as a starting point, we agree on what to add or remove for your needs.
3. Customization and integration: your brand identity, plus connections to your accounting, payment and other systems.
4. Launch and support: training, go-live and ongoing maintenance.

Try the live demo

The project is live at demo.arsolix.com/pivota.

The demo interface is in Turkish; your version can be delivered in the languages you need.

Note: This is a demo / product prototype built around real-world use cases; all company and person names in it are fictional.