TERP Module
From a name somebody wrote down to a signed proposal and a paid invoice - without the client ever having to telephone and ask where things stand.
A lead is a name and a hope. A client is somebody who has said yes. The distance between the two is where most small firms lose money, and it is the distance this module covers. Leads carry a source, a stage and a next follow-up date, so nothing goes quiet by accident. When one converts, the client record and everything already typed comes with it. Proposals and estimates go out as documents; an invoice is raised from the accepted one rather than retyped, so the figure the client agreed is the figure they are billed. Credit notes exist because work changes, and they are applied against invoices rather than erasing them. Support tickets sit on the same client, so the person chasing a payment can see that the client has an open complaint before they telephone. What ties it together is the client portal: the client signs in with a code sent to their phone, reads their proposals, signs one, pays an invoice online, and raises a ticket - which is the difference between a firm that looks organised and one that answers the same question by email eleven times.
Key features
See it in action
Somebody meets a prospect at a chamber event and adds the lead that evening, with the source and a follow-up for Thursday.
Thursday comes up on the follow-ups screen. The call happens; the stage moves and the next follow-up is set.
A proposal goes out with three lines and a scope note.
The client signs in to the portal with a code texted to their phone, reads it, and signs it. The moment is recorded against the proposal.
The invoice is raised from that proposal, so the total is the one that was accepted.
The client pays it from the portal. The receipt posts to the ledger like any other.
A month later they raise a ticket from the same portal; whoever picks it up can see the deal, the invoice and every note already there.
Try it yourself
Load sample data first from CRM -> Data Tools. Sign in to the back office with admin / admin123 and start at Leads, then Follow-ups. The client portal needs a client with a telephone number on file - the sign-in code is sent to it.
Full back-office: https://terpapp.semicolans.com/login · workspace demo · user admin · password admin123
Demo data resets periodically. Please don’t enter real personal information.
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SEMICOLANS ERP