WaslaCRM
From first enquiry to paid invoice, in one place.
A lightweight CRM for service businesses: track every lead through the pipeline, keep the conversation history, send proposals and see what has been paid.
Coming soon. Pricing and launch date will be published here.
Planned modules
What we are building into WaslaCRM.
An outline of the modules planned for launch. Tell us how your team works and help shape the first release.
Outline only: modules may change before launch
01Contacts
People and companies with stage, temperature and deal value.
- Search and filters
- Assigned owner
- Per-contact access
02Pipeline
A board of every open deal by stage.
- Five stages
- Deal value per card
- Hot, warm and cold
03Proposals
Linked proposal documents with a status.
- Draft to signed
- Document links
- Status history
04Finance
What each customer has paid and what the business spends.
- Advance, milestone and partial payments
- Recurring expenses
- Multi-currency rates
05Communications
The history of every call, meeting, email and note.
- Call and meeting log
- WhatsApp and notes
- Activity feed
06Email & templates
Send from the contact record using saved templates.
- Reusable templates
- Send log
- SMTP delivery
07Dashboard
Pipeline value, hot leads and activity at a glance.
- Pipeline by stage
- Lead temperature
- Recent activity
08Users & roles
Admins and agents, each seeing the right contacts.
- Admin and agent roles
- Agents see their own contacts
- Deactivate access
WaslaCRM is coming soon.
Early access is open by conversation. Tell us how your team works today, see it before launch and help shape the first release.