Product build · Notion CRM · bajwaa.dev
Small Business
Sales OS
A next step for every open deal.
A practical sales workspace for owners juggling spreadsheets, messages and memory. Built around the leads, follow-ups and quotes that are easiest to lose track of.
The design brief
Four places sales fall through the cracks.
The system gives each one a visible queue and a clear next step. The owner can keep a simple daily routine while contacts, deal details and actions stay connected.
Enquiries never get captured
One place to start
A New Leads queue and shared Contacts database give enquiries from calls, email and WhatsApp a home. Capture is manual in this version.
Follow-ups depend on memory
Make the next step visible
Every open deal needs an action and a date. Missing either marks it at risk; overdue, today and upcoming views organize the work.
Quotes sit without an answer
Bring waiting quotes back
Open quotes, follow-up dates and quote values stay together. A recovery playbook helps the owner choose what to say next.
The owner cannot see what is moving
Start with a command center
Urgent work, the pipeline and sales insights share the same source records, so the daily view stays connected to the wider picture.
One operating rule
No open deal without a next action.
Missing an action or date triggers an AT RISK status. Overdue and cold deals get their own attention views. Won and Lost records remain available for review.
The workflow is manual: after a conversation, the owner updates the deal and its linked action. No messages are sent automatically by the template.
Contacts
Who you know
Details, sources and relationship history
Opportunities
What could close
Stage, value, health and the next step
Actions
What to do next
Dated work linked to the person and sale
The daily work, in context.
A pipeline with a next move
Seven stages follow the customer from New Enquiry to Won or Lost. Each card keeps the next action date and deal health close to the sale.
Quotes that stay on the radar
See waiting proposals and due follow-ups together. The values in this demo represent potential sales, not money collected or measured client results.
The handoff is part of the build.
Start Here explains intake, stages, the daily routine and demo cleanup. Four guides support adoption and leave room for a future custom implementation.
- Follow-Up Playbook
- Quote Recovery Playbook
- Spreadsheet Migration Guide
- Automation Upgrade Guide
Built by bajwaa.dev
Make it fit the way your business sells.
Need a CRM shaped around your stages, services and team? I can scope a custom sales system, data migration and the integrations your process needs.
Forms, booking tools, notifications and follow-up automation can be scoped separately. Custom implementation is quoted after we review your workflow.
Discuss your sales workflow