Design the stages
Your business's stages become columns: new request, qualified, visit, quote sent, closed.
All servicesResponse and sales · CRM and follow-up
No quote forgotten in WhatsApp.
Every request enters a board with your business's stages, and every quote sent gets scheduled follow-ups until the customer decides.
The problem
The money is in stalled quotes.
You send the quote, the customer says "let me think about it" and the chat sinks in WhatsApp. Nobody follows up. Many of those sales weren't lost to a competitor — they were lost to forgetting.
Which leak it fixes · Leak 5 · Follow-upQuote sent, customer forgotten.
How F5 does it
Everything in one place
Requests from the site, ads, Google and WhatsApp land automatically in the same board.
Scheduled follow-up
A sent quote triggers a sequence of messages on set days until the customer replies.
Reminders and the big picture
Visit and payment reminders, and a board to see everything still open in seconds.
What's included
- Board with your sales stages
- Automatic follow-up sequence
- Visit and payment reminders
- Dashboard of everything still open
Who it's for
- Anyone sending lots of quotes and closing few
- Businesses with more than one person handling customers
- Anyone who doesn't know how many requests came in last month
What changes
- Every request logged and tracked
- Stalled quotes getting automatic follow-up
- Real numbers on how many requests become sales
Included in these plans
Questions about this service
No. We set the stages up your way and train you. Day to day it's dragging cards and reading the summary.
Your data, yes: you can export contacts and history whenever you want. The platform is operated by F5.
Not sure where to start?
The free X-Ray shows, with your numbers, where your business loses the most customers.
