A sales system connecting leads, tasks and completed projects

Leads arrive from different sources and need checking, cleaning and distribution among salespeople. Call outcomes, callbacks, homepage requests and follow-ups must remain traceable. Management needs the complete overview, while each salesperson should only work with their assigned leads.

Sales Cockpit models the workflow as a clear sequence of statuses. New leads are imported, checked and assigned. Salespeople record call outcomes, schedule callbacks and flag requested homepage previews. Sent previews are documented with the link, recipient and time, creating the basis for follow-up tasks. Management can process customer replies, close sales and hand projects over for delivery.

The result is a central working system for lead processing, ownership, callbacks, previews, follow-ups and project status. It reduces fragmented handovers, makes outstanding steps visible and can evolve as requirements change.