The deals live in a notebook
Enquiries are written in a diary, a spreadsheet, or somebody’s head. Ask what is close to closing this month and the answer is a guess, because the only person who knows is the one who took the call.
CRM
The deal and the conversation, together.
Track every deal through the stages you sell in, keep the company and the people in one place, and message them on WhatsApp, SMS or email from the same record — without copying anything between two systems.
Deals through your own stagesCompanies and the people in themTasks, notes and history
01The gap
Selling is remembered. It should be recorded.
Most businesses that message their customers well still track the actual selling somewhere else — and usually somewhere nobody else can see.
The follow-up never happens
A customer asks for a quote on Sunday and means to decide by Thursday. Nobody writes the reminder down, the week fills up, and the deal is lost to whoever called them back first.
The messaging is somewhere else
The sale is tracked in one place and the WhatsApp conversation is in another. Nobody can see what was actually promised to that customer without asking the person who promised it.
02How it works
An enquiry, followed through to an answer.
A deal is the thing you are trying to close. It carries what it is worth, who owns it and where it has got to — and it moves through stages you name yourself.
The enquiry becomes a deal
Somebody asks about a product, a flat, a package or a project. You open a deal against that contact with what it is worth and who is looking after it.
It moves through your stages
Set the stages you actually sell in — enquiry, quoted, site visit, negotiation, won. A deal sits in one stage at a time, and moving it is the record of what happened.
The work is written down
Add the task for the callback and the note for what was agreed. Both live on the deal, so the next person to open it does not have to ask anybody.
It closes, and you can see why
Won or lost, the deal keeps its history: what it was worth, how long it sat in each stage, who owned it, and every message that went to the customer along the way.
03What it holds
Six things that stop living in somebody's head.
A pipeline you can read at a glance
Every open deal, in the stage it has reached, with its value and its owner. You can see what the month looks like without asking three people for an update.
The organisation, not just the person
When you sell to a business, the company is its own record and the people you deal with belong to it. Someone leaves, someone else takes over, and the history stays with the company.
Follow-ups with a date on them
The callback, the site visit, the document you are waiting on. Each one has a due date and an owner, so the work sits somewhere other than in somebody’s memory.
What was said, and when
Notes on the contact and a timeline of what happened — the messages sent, the stage changes, the tasks completed. The account has a history rather than a last-known state.
The number you actually gave them
Attach the quote to the deal so the figure the customer was given is on the record, not in a sent-items folder. When they come back three weeks later, you know what you said.
What the pipeline is worth
Value across the open stages, so you can see the month ahead rather than reacting to the month behind. Reporting covers what closed, what was lost, and where deals stall.
One list, not two
It is the same contact you already message.
This is the part a separate CRM cannot do. The person on the deal is the person your campaigns send to, the person your automations act on, and the person whose reply lands in the shared inbox. There is no export, no nightly sync, and no second list quietly going out of date.
- Group people by the tags and fields on the record, with the matches counted before you save
- Send to that group over email, SMS or WhatsApp without moving the list anywhere
- Their reply arrives in the shared inbox on the thread it belongs to
04The record
What sits under the deal.
The contact record the CRM is built on is the one the rest of the product already uses, so anything you put on it is useful everywhere else.
The things your business tracks
Renewal date, branch, plan, membership number, whichever stage label you use. You name the field, and tags are what the rest of the product groups people by.
A number that keeps itself current
An open adds one point, a click adds five, and the moment of the last one is stamped on the record. Nobody has to maintain it, and nobody can forget to.
What they agreed to, per channel
Consent is held separately for email, SMS and WhatsApp — what kind it was, how it was collected and when. Withdrawal is recorded the same way.
Getting people onto that list in the first place — spreadsheet upload, adding someone by hand, or your own software calling the API — is covered on the contacts page. One thing worth knowing here: groups match on status, source, tags, engagement and dates, and cannot read fields you named yourself, so the label you want to group by should be a tag.
05Side by side
Against a CRM and a messaging tool bolted together.
| A separate CRM plus a messaging tool | QuickGrow | |
|---|---|---|
| Where the deal is tracked | In the CRM | On the same record you message |
| Sending WhatsApp, SMS or email to that person | Export, or a connector you maintain | From the record itself |
| Seeing what was already sent to them | Only if the two systems are wired together | On the contact, in the shared inbox |
| Their reply | In whichever inbox it arrived in | In the shared team inbox, on the same thread |
| Consent and opt-out | Tracked wherever you send from | On the contact, per channel |
| Two lists to keep in step | Yes | No |
| Priced in taka | No | Yes |
06What you get
The pipeline, the accounts and the work.
The pipeline
- Deals with a value and an owner
- Stages you name to match how you sell
- Won and lost kept with their history
The accounts
- Companies as their own record
- The people at that company grouped under it
- Quotes attached to the deal they belong to
The work
- Tasks with a due date and an owner
- Notes against the contact and the deal
- An activity timeline of what happened when
07Questions
Straight answers.
Can I set my own pipeline stages?
Yes. Name the stages you actually sell in — a property developer, a travel agency and a coaching centre do not share a process, and the pipeline should read the way your team already talks about it.
Do I have to use the CRM to use QuickGrow?
No. Plenty of businesses only send campaigns and answer replies, and everything on the messaging side works exactly as it did. The CRM sits on the same contact records, so you can start using it whenever it becomes useful without moving anything.
How is this different from tagging a contact?
A tag is a label on a person. A deal is the thing you are trying to close: it carries a value, an owner, a stage and its own history, and one contact can have more than one over time. Tags are still there and still what groups and campaigns match on.
Can I message someone straight from their record?
That is the point of having it here. The contact you are looking at is the same contact the campaigns, the automations and the shared inbox work on, so there is no export step and no second list to keep in step.
What happens to the messaging history when a deal closes?
It stays on the contact. The deal keeps what it was worth and how it moved, and the conversation stays where it always was — so a customer who comes back next year is not a stranger.
Does it cost extra?
The platform fee covers the product and its tooling, and what you pay for on top is the volume you send. See the pricing page for how the fee, the volume waiver and the billing term fit together.
Put the pipeline where the conversation already is.
Start with the channels you need and bring the selling into the same place.