Showcase / CRM Systems
CRM & Lead Management System
A focused system for capturing leads, tracking follow-ups, and managing customer pipelines.
Centralize inquiries, customer details, communication status, follow-up tasks, and conversion tracking in one operational dashboard.
ATC CRM Console
Lead Response Rate
91%
Follow-up Completion
84%
Pipeline Visibility
100%
Pipeline Stages
New
4
Contacted
7
Qualified
3
Proposal Sent
2
Won
5
Lost
1
Lead Inbox
Active Leads
Source Tracking
Daniel Cruz
Website Inquiry / New
78%
Angela Lim
Facebook Lead / Contacted
64%
Robert Tan
Referral / Qualified
88%
Sofia Mendoza
Contact Form / Proposal Sent
72%
Customer Profile
Daniel Cruz
Website Inquiry
Status: New
Next follow-up: Tomorrow
Follow-up Reminders
6
Today
14
This Week
2
Overdue
Notes Panel
01Requested package comparison and implementation timeline.
02Follow-up scheduled after internal approval meeting.
03Referral source tagged for monthly source analytics.
CRM Core
Customer opportunities structured into one pipeline.
Lead capture
Customer profiles
Pipeline tracking
Follow-up reminders
Notes and activity history
Source analytics
Status management
Admin dashboard
Workflow
From first inquiry to converted customer.
Capture lead
Assign status
Add notes
Schedule follow-up
Send proposal
Convert customer
Business Value
Built to keep every opportunity visible.
01Reduces lost leads
02Makes follow-ups visible
03Centralizes customer communication
04Improves sales tracking
05Helps owners see where opportunities are stuck
Use Cases
Designed for teams that manage inquiries.
Use 01
Agencies
Use 02
Service businesses
Use 03
Clinics
Use 04
Real estate teams
Use 05
Education providers
Use 06
Local businesses
Build a CRM with ATC
Turn lead intake, follow-ups, notes, source tracking, and pipeline reporting into a focused customer management system.
Build a CRM with ATC