Complete Sales & Quoting System
Territory-based CRM with Companies House integration, Merlin Works sync, professional quoting, and daily task management. Everything you need to manage your sales pipeline.
Merlin Works Integration
Seamlessly import quotes and customers from Merlin Works. Auto-match by account number, import delivery addresses, costs, margins, and multi-line product descriptions.
Daily Task Planner
Calendar-based dashboard with daily tasks, pending quotes sidebar, and team management. Managers see everyone's tasks, reps see their own.
Auto Quote Import
Import Merlin quotes by number. System auto-creates customers, imports addresses, costs, suppliers, margins, and all description lines automatically.
Company Discovery
Search UK companies using Companies House data. Find businesses by industry, location, and more. Automatically import company officers as contacts.
Professional Quotes
Create and send professional PDF quotes with your branding. Customers can accept quotes online, adjust quantities, and provide purchase orders.
Watch New Companies
Set up watch filters to automatically track newly incorporated companies in your target industries and locations. Get notified of new opportunities.
Everything You Need to Manage Your Sales
🔗 Merlin Works Integration
- ✓Import quotes by quote number (ELQ, etc.)
- ✓Auto-detect customers by Merlin account number
- ✓Create companies automatically if they don't exist
- ✓Import all 5 product description lines
- ✓Auto-import costs, suppliers, margins, and pricing
- ✓Import delivery and invoice addresses
- ✓Multi-company support for Merlin databases
📅 Daily Task Management
- ✓Calendar-based daily planner on homepage
- ✓Monthly calendar view with date navigation
- ✓Pending quotes sidebar (sorted by expiry)
- ✓Daily task list with priority levels
- ✓Manager view: See all team tasks
- ✓Rep view: See only your own tasks
- ✓Link tasks to companies and quotes
💼 Company Discovery
- ✓Search Companies House database for UK businesses
- ✓Filter by industry type (SIC codes) and location
- ✓Automatic live stream monitoring for new companies
- ✓View company details, filing history, and officers
- ✓Automatically import company officers as contacts
📄 Professional Quotes
- ✓Create professional PDF quotes with your logo
- ✓Send quotes via email with acceptance links
- ✓Customers can accept/modify quotes online
- ✓Multi-line product descriptions in quotes
- ✓Automatic margin calculations and pricing
- ✓Track costs, suppliers, and margins per item