Lead capture
Website forms, ads, WhatsApp and manual entry flowing into one inbox.
More Business Systems · CRM
CRM Software
A CRM only works if your team actually uses it. KodeX builds or customises CRM systems around your real sales process, with as few clicks as possible, so the pipeline stays honest and follow-ups do not slip.
What's Included
Core Modules
Every build is scoped to your operation. These are the modules we typically start from; some get dropped, others get added.
Pipeline and stages
Stages that match how you sell, with owners and next actions.
Follow-up reminders
Tasks, reminders and overdue alerts so no enquiry is forgotten.
Email and WhatsApp
Message templates and history stored against each contact.
Quotes and deals
Proposals, deal values and win or loss reasons.
Reports
Conversion by source, team performance and forecast views.
Who It's For
Built for Teams Like Yours
Sales-led businesses, agencies, real-estate teams, schools with admissions enquiries and any team tracking leads in spreadsheets.
Connects with:
Website forms
Meta and Google lead ads
WhatsApp
Email
Accounting
Other KodeX systems
FAQ
Common Questions
For most teams a configured existing CRM is the right answer. We build custom only where your process is unusual enough that off-the-shelf tools would fight you, and we say so plainly.