Service

Booking and CRM Systems

Lead pipeline, follow-ups, proposals, invoices, itinerary PDFs and customer database.

What is included

What this service covers

  • Lead pipeline setup
  • Customer and inquiry records
  • Follow-up reminders
  • Proposal, invoice or itinerary PDF flow
  • Source tracking for inquiries

How we work

How EsoTech does it

  1. Map current sales process
  2. Design simple pipeline stages
  3. Build or configure workflow
  4. Test with real inquiry scenarios
  5. Train team and improve

Expected outcome

A clearer sales process that reduces missed follow-ups and supports better booking management.

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