LITCRM

Make the next conversation a better-informed one.

When lead details live in notebooks, WhatsApp threads, and individual memory, follow-ups become harder to manage. LITCRM brings lead information, calls, emails, meetings, and meeting reminders into one place so every enquiry has an owner and a next step.

For b2B sales, dealer, and business development teams managing repeat follow-ups

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Salesperson reviewing a lead with recent call, email, and meeting reminder
LITCRM · Customer follow-ups

What changes for your business

LITCRM in practice.

Keep every lead, call, email, and meeting in one record so follow-ups do not depend on who remembers what.

No lead falls through the gap

Each lead has an owner, a status, and a next action with a reminder, so the pipeline is visible to the whole team.

Context before every call

The last conversation, email, and meeting notes are in front of the salesperson before they dial.

Managers see the pipeline

Leads by stage, source, and owner show where deals stall and where follow-up is overdue.

Handover without loss

When a salesperson leaves or a territory changes, the history moves with the lead.

What it covers

What LITCRM covers

Everything around a lead in one place. Stages, territories, and reporting are set up to match your sales process during discovery.

Lead information

One record per lead with contact details, source, owner, status, and the history of every interaction.

Calls

Log each call with its outcome and next step, so the next person to pick up the lead knows what was said.

Email follow-ups

Keep email follow-ups with the lead they belong to instead of in individual inboxes.

Meetings

Record meetings held with each lead, who attended, and what was agreed.

Meeting reminders

Reminders for planned meetings and overdue follow-ups keep the pipeline moving without a manager chasing.

An example workflow

How LITCRM fits into the working day

  1. 1

    Keep the lead details

    Maintain a central record so the team can find the information needed for a conversation.

  2. 2

    Record the conversation

    Keep track of calls, email follow-ups, and meetings around the lead.

  3. 3

    Plan the next meeting

    Use meeting reminders to keep planned conversations on the team’s radar.

The sequence, approvals, and handovers are adapted to your operation during discovery.

Decisions we agree in discovery

What shapes the scope, cost, and timeline.

These are answered with your documents before a proposal is written, so the quote reflects your business rather than a generic package.

  1. 01

    Lead sources and stages

    Where enquiries come from and the stages your sales process moves through.

  2. 02

    Team structure

    Territories, owners, and who can see or reassign which leads.

  3. 03

    Follow-up rules

    Reminder timing, escalation for overdue follow-ups, and what counts as a closed lead.

  4. 04

    Email and calendar

    How email follow-ups and meeting reminders fit with the tools your team already uses.

  5. 05

    Reporting

    The pipeline and activity reports managers review each week.

How LITPL implements it

  • Mapping of your sales process and lead sources
  • Setup of stages, users, territories, and reminders
  • Import of existing leads from spreadsheets or other tools
  • Training for salespeople and managers, recorded for reuse
  • A review after the first month of use and an agreed support arrangement
Request a scoped proposal

Proposals show licences, services, and support separately, in the currency you contract in.

Hosting, delivery, and support

How it runs, wherever you are.

Web and mobile access

Salespeople update leads from the office or the field; managers review the pipeline centrally. Hosting options are confirmed during discovery.

Remote-first delivery

Discovery, configuration, training, and support run over video calls, screen sharing, and WhatsApp in a working window that overlaps your day. On-site visits are arranged for go-live or plant and yard walkthroughs when they add value.

Support you can reach

WhatsApp is the fastest channel. Email and phone are answered Monday to Saturday in the agreed window; extended support windows are agreed per project.

Working hours in your time zone and the full delivery model are on the Where we work page.

Questions buyers ask

Before you shortlist LITCRM.

How is this different from a contact list?

A contact list tells you who someone is. LITCRM also keeps the calls, emails, and meetings around a lead together, giving the team context for the next follow-up.

We already use spreadsheets and WhatsApp. Why change?

Those work until two people follow up the same lead, or nobody does. LITCRM keeps ownership, history, and reminders in one place without adding paperwork for the salesperson.

Can we import our existing leads?

Yes. Bring your current lead list; we map the columns and load it during setup.

Does it connect to SAP Business One?

Handing a won lead over to quotations and orders in SAP Business One is a common request. The integration scope is agreed after seeing your sales process.

How quickly can a team start?

A small team is usually working within a few weeks: process mapping, setup, import, and a training session.

Next step

Let’s discuss your real workflow.

Bring a sample lead record and describe how your team handles calls, emails, and meeting follow-ups today.

Working with businesses across Africa and India, with remote delivery and on-site visits when the project needs them.

Discuss LITCRM WhatsApp

Mention the product name when you send your enquiry.

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