Private Beta
How the work actually runs
- Owner and response task assigned
- Duplicate and missing data checked
Private Beta
Tiqva CRM
One screen for the whole pipeline: every lead, every quote, every next action. Built for quote-based trades, without the enterprise bloat your team refuses to open.
Connected capability
Tiqva CRM workflow
01 / 07New enquiry
Capture the source, service, location, campaign, contact details, and buying context automatically where possible.
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Tiqva CRM workflow
New enquiry
Capture the source, service, location, campaign, contact details, and buying context automatically where possible.
How the work actually runs
- Owner and response task assigned
- Duplicate and missing data checked
Contacted
Record the conversation, preferred contact route, and the next commitment while context is fresh.
How the work actually runs
- Contact outcome visible
- Next task dated and owned
Qualified
Separate suitable, high-intent opportunities from poor fit before the team invests in surveys and proposals.
How the work actually runs
- Fit and priority recorded
- Appointment or decision route confirmed
Quote active
Track appointment status, quote value, expected decision date, stakeholder, and next follow-up.
How the work actually runs
- Active quote view shared
- Overdue next actions highlighted
Won
Connect booked value and service outcome back to the original source, campaign, and sales journey.
How the work actually runs
- Revenue attribution updated
- Delivery handoff recorded
Lost
Capture the real reason, competitor, timing, and future potential instead of silently closing the record.
How the work actually runs
- Reason-lost reporting updated
- Suitable opportunities moved to nurture
Nurture
Keep longer-term and paused opportunities visible without allowing them to clutter the active pipeline.
What changes after Tiqva
- Reactivation date and reason defined
- Warm demand remains available to the team
A practical operating system for the complete sales journey.
- Stages, fields, and entry rules reflect the real buying and quoting journey.
- Automations create the right owner, task, reminder, and escalation at the right moment.
- Focused views show new enquiries, active quotes, overdue actions, and pipeline value.
- Reporting connects demand source, stage movement, commercial outcome, and reason lost.
What creates more commercial momentum.
- One shared definition of every stage.
- Clear ownership from first response.
- A dated next action for every live opportunity.
- Visible value and ageing across active quotes.
What becomes stronger over time.
- Stage entry and exit standards.
- Automated reminders and escalation.
- Role-specific views and task queues.
- Data-quality and pipeline-review routines.
Delivery scope
- Pipeline and stage design
- Required fields and qualification data
- Lead routing and ownership rules
- Tasks, reminders, and automation
- Active quote and follow-up views
- Source, value, outcome, and reason-lost dashboards
- Team onboarding and operating guidance
Who this helps most.
- Teams moving beyond inboxes, notes, and spreadsheets.
- Businesses receiving leads from multiple campaigns or channels.
- Owners who want useful pipeline visibility without enterprise CRM complexity.
What changes.
New leads, active quotes, overdue actions, forecast value, outcomes, and reasons lost are visible without chasing updates.
- Every lead visible
- Every quote owned
- Every outcome useful
Google Ads Management
Google Ads managed against booked jobs, with campaigns, quote pages, tracking, and lead-quality review connected.
AvailableLead & Quote Management
A connected system for capturing, qualifying, progressing, and reporting every quote opportunity.
AvailableWebsite Design & Management
Search-focused websites and quote pages designed as an active part of the revenue pipeline.