What kind of business are you?
We'll show you the problems businesses like yours usually run into.
Retail & Distribution
Shops, outlets, wholesalers, F&B
B2B Sales
Teams selling through quotes and deals
Professional Services
Agencies, consultants, firms
Healthcare & Clinics
Clinics, practices, wellness
Financial Services
Lending, collections, chit funds, insurance
Something else
Tell us in your own words
Please choose the option closest to your business.
Which of these sound familiar?
Tick everything you recognise. There are no wrong answers. The more honest, the more useful your review.
Orders arrive on WhatsApp or LINE and are typed in by hand
Stock runs out before anyone notices
No single view of sales across branches or outlets
Customer details live in phones and notebooks
Reordering from suppliers is done manually
Daily sales reports take hours to prepare
Leads come from many channels and some are never followed up
Quotes are built in Excel or Word
No clear view of the pipeline or what will close
Follow-ups depend on someone remembering
Invoices and payments are tracked outside the sales system
Customer history leaves when a salesperson leaves
Enquiries go cold before anyone responds
Proposals and engagement letters are rewritten every time
Client work and tasks are tracked in spreadsheets
Invoicing and chasing payments is slow
Clients keep asking for status updates
Onboarding a new client is a manual checklist
Appointment requests come in by phone and chat
Reminders are sent manually, or not at all
No-shows waste time and revenue
Staff answer the same questions all day
Patient enquiries and follow-ups are tracked on paper
Billing and collections are tracked by hand
Collections and payment reminders are chased by phone
Customer or member records are spread across spreadsheets
Documents and receipts are checked and keyed in by hand
No live view of dues, collections and arrears
Applications move slowly through approvals
Reports for management or auditors take days
Across the whole business
Our systems don't talk to each other
Each branch or country runs things differently
Managers can't get numbers without asking someone
Too much of the business runs on chat groups
Tick at least one, or skip ahead and describe it in your own words.
Tell us a little about your setup
All optional, but it helps us tailor the review to your market.
Which part of your process frustrates you most? In your own words
0 / 1500
