Capture leads
Keep new enquiries, lead sources and campaign details together from the start.
CRM and sales management
Fewer missed follow-ups. More sales momentum.
Stop losing sales time to scattered customer details, missed follow-ups and slow quotes. Collabit connects your leads, conversations, tasks and pipeline, helping service businesses keep opportunities moving without the repeated admin.
Capture Leads
Keep new enquiries in context.
Leads & Opportunities
Know the next action.
Quotes & Sales Proposals
Reuse templates and customer details.
Sales Reporting & Pipeline Management
See progress and stalled opportunities.
One connected process
Keep every opportunity moving
Give your team the customer context and next actions they need, without searching across separate systems.
Connected conversations
See calls, emails, meetings and customer details on one opportunity timeline.
Clear follow-up tasks
Filter tasks by type, tag and status so salespeople can focus on the next action.
Faster quotes and proposals
Create and email consistent sales documents using reusable quote templates.
Less repeated admin
Use task templates and automatic pipeline updates to reduce manual upkeep.
Pipeline and forecast visibility
Review deal values, sales activity and stale opportunities for individuals or teams.
Customer context before the call
See related support tickets alongside opportunities before the next conversation.
A clearer workflow
Capture, Convert, Close
Manage your leads, pipeline and tasks with ease while reducing sales admin time.
- 1. Capture the enquiry
Record the contact, source and opportunity so useful details stay connected.
- 2. Keep the conversation moving
Log calls and meetings, review customer history and set the next follow-up.
- 3. Build and send the quote
Use agreed templates to prepare a proposal and send it from the opportunity.
- 4. Review and progress the sale
Track pipeline stages and deal values, then act on opportunities needing attention.
Sector solutions
Configured around the work your teams deliver
Start with a connected operational platform, then tailor the workflows, forms and reporting to your sector.
Spend less time chasing. Keep sales moving.
Bring leads, customer conversations, quotes and follow-ups into one connected process. See how Collabit gives your team a clearer next step and managers a more useful view of the pipeline.
No obligationTailored to your needsSee real system workflowsExpert support
Free consultation
Talk to a specialist in your industry.
Our specialists have taken companies like yours from paperwork and spreadsheets to one connected system. In the consultation you get:
- A specialist who knows your industry
- Your own numbers reviewed
- A plan for your workflows and compliance checks
- How the move from your current system would work
- A price for your team
- A live demo using your kind of jobs
- Same working dayWe confirm your time by email.
- The consultationBy Teams, Zoom, Google Meet or phone.
- AfterwardsA written plan and price for your team.
No sales pressure, no charge and no obligation.
Just a quick question? Send us a message.
“The patience from the Collabit team made a huge difference.”
Thank you. Your request is in.
We will confirm your time by email the same working day.