New: early access

    Know what happened to every enquiry

    Datacare CRM is a lead pipeline for teams whose sales process is currently WhatsApp, a shared inbox and somebody's memory. It captures the enquiry, gives it a reference number and an owner, and keeps a record of every conversation that follows.

    Datacare CRM · Deals
    Datacare CRM's deals board: open pipeline by currency, and deals by stage with their value and owner
    Every deal by stage
    What it is worth and who owns it

    Where enquiries actually go

    These are the losses that never show up in a report, because nothing recorded them in the first place.

    You said Tuesday. It is Thursday.

    A school bursar asked for pricing on 40 laptops. The request is somewhere in a thread with fourteen replies, and the person who owned it went on leave on Wednesday.

    Two of you called the same man

    He mentioned it, politely, on the second call. The third enquiry that week nobody called at all, because each person assumed the other had it.

    The quote was agreed on WhatsApp

    Discount, delivery date, payment terms: all settled in a chat on a phone that has since been replaced. The client remembers the figure differently.

    The tender closed on Friday

    A county procurement officer emailed about a supply tender. It arrived during an audit week. It was answered eleven days later.

    He left in June and took the pipeline

    Your best salesman resigned. Nobody knows which of his customers were close to signing, what was quoted, or who is expecting a call this week.

    How many enquiries came in last month?

    The honest answer is a guess. Without a number, you cannot tell a bad month from a bad month for follow-up, and they need different fixes.

    What it does

    A short list, and everything on it is built. Nothing here is a roadmap item.

    Six stages, and a reason when you lose

    New, contacted, qualified, proposal sent, negotiating, confirmed. Marking a lead lost requires a reason, so at the end of the quarter you know whether you are losing on price, on speed, or on specification.

    Every lead has an owner and a date

    One person is accountable, and the next action carries the day it is due. Anything overdue sits at the top of the list on Monday morning.

    Calls and WhatsApp logged against the customer

    Each conversation is appended to the lead: who spoke to whom, when, and what was agreed. Entries cannot be edited afterwards, which is the only way the record is worth reading in six months.

    A form for your website that issues a reference

    The visitor sees LEAD-2026-0184 on screen and can quote it when they call. Your team gets the email and the pipeline row at the same moment.

    The form cannot read your customer list

    It has permission to create an enquiry and no permission to read one. We test that directly: with read access granted at the table, an anonymous request still returns zero rows.

    A failed submission does not go quiet

    If the enquiry cannot be written to the database, the alert email says LEAD NOT SAVED in the subject and carries every field to re-key. We built that after finding the opposite running in production for months.

    What it does not do yet

    You will find these out eventually. Better now than halfway through a trial.

    • No automated email sequences and no lead scoring. A person works the pipeline.
    • No deal values, forecasting or quota tracking. It does not tell you what the month will close at.
    • No bulk import yet. Leads arrive through the form or are typed in.
    • One pipeline for the whole organisation. Stages and fields are the same for everyone.

    Each of these is deliberately deferred until a customer asks for a specific one. If any is essential to you, tell us, and it moves the roadmap.

    Built for teams of two to twenty

    Professional firms

    Law, audit, consulting: where an enquiry is a person, not a shopping cart.

    Clinics and schools

    Admissions and patient enquiries that arrive by phone and WhatsApp all day.

    Suppliers and service businesses

    Quote requests that need chasing on a date, not when someone remembers.

    Early access

    Pricing is not set yet

    Datacare CRM is in early access. We are working with a small number of first customers to get it right before publishing a price list, so the first installations are priced per engagement, and the people who help us shape it keep that pricing.

    Talk to us about early access

    Questions

    Count last month's enquiries

    If you cannot, that is the gap. A demo takes about twenty minutes.

    Book a demo