Customers leave before completing a booking
Let customers choose an available appointment time, then send confirmations and reminders automatically. More customers complete the booking, and fewer appointments turn into no-shows.
See the solution →Marketing and sales platform
Connect every step from first visit to signed agreement and payment
Combinu keeps each lead’s source, conversations, sales meetings, quotes, contracts, invoices, and payment status in one place. Automated reminders and follow up keep the next step clear, so fewer deals stall before the customer signs or pays.
Know where every lead came fromFollow up after every sales meetingDigital quotes, contracts, and paymentsSales dashboard and mobile app
Secure setup aligned with platform and privacy requirements
One journey connects
marketing and sales
marketing and sales
Website and content
Ad campaigns
Lead capture
Qualification and booking
Sales meeting and follow up
Quote, contract, and payment
Sale, review, and retention
Fix the stage where sales opportunities stall
A sales opportunity can be lost before a booking, after a sales meeting, while the customer reviews a quote or contract, or while an invoice remains unpaid. Combinu connects each sales stage to the right task and follow up, so your team can move more opportunities toward a signed, paid deal.
Customer inquiries wait too long for a reply
Bring customer inquiries into one place and respond quickly, even outside business hours, then save each lead for follow up. Fewer interested customers leave for a faster competitor.
See the solution →Customer messages are spread across several channels
Bring SMS, email, Instagram, Facebook Messenger, and website chat into one inbox. Your team sees the full conversation and can reply without missing an important customer message.
See the solution →You cannot tell which ad campaign produced a booking or sales opportunity
Connect each website visit to the traffic source, ad campaign, landing page, and form, then follow the lead into the conversation, booking, or sales pipeline. You can see which campaigns create real opportunities and deserve more budget.
See the solution →Sales opportunities stall after the meeting
Record the sales meeting outcome and the next agreed step, then start reminders and follow up tasks based on that lead’s situation. The conversation keeps moving until the customer reviews the quote or makes the next decision.
See the solution →Google reviews are low or not followed up
Request a Google review after the service, remind customers who have not responded, and manage review replies from one place. You collect more reviews and strengthen your local visibility.
See the solution →Sales managers cannot clearly see opportunities or rep performance
Track opportunities, customers, tasks, and each sales rep from one screen, with the same information available in the mobile app. The sales manager can spot stalled deals and step in before the opportunity goes cold.
See the solution →Your website is disconnected from ad campaigns and customer data
Connect your website, landing pages, and forms to content, ad campaigns, and the CRM. The lead’s details and source stay available after the visit, so your team can continue the conversation.
See the solution →The sales team cannot see what the lead did before the conversation
Keep the lead source, ad campaign, visited pages, opened emails, SMS activity, and previous conversations in one record. The sales rep starts with the right context and has a better chance of closing the deal.
See the solution →Quotes are sent, then follow up stops
Create and send the quote electronically, see when the customer opens it, and start reminders and follow up tasks until they respond or request a change. The opportunity keeps moving instead of sitting unanswered.
See the solution →Contracts, invoices, and payments slow down the close
Send the contract electronically, collect the signature, issue the invoice, and track payment from the same customer record. Automated reminders help your team complete the agreement and collect payment sooner.
See the solution →One sales process does not fit every customer
Customize sales stages, follow up messages, tasks, and payment steps based on the service, opportunity value, and meeting outcome. Each lead follows the right path instead of being pushed through the same process.
See the solution →We set up the platform around the way your sales team works in five steps
1Review the current customer journey
Identify how leads arrive, when they become sales opportunities, and where follow up stops after a meeting, quote, contract, or invoice. The setup starts where deals are currently being lost.
2Map the sales process
Define qualification, meeting, follow up, quote, contract, invoice, and payment stages, along with the owner of each step. Every sales rep knows what to do next.
3Connect tools, documents, and payments
Connect the website, communication channels, CRM, quotes, contracts, electronic signatures, invoices, and payment processing. Customer details and documents move between stages without repeated manual work.
4Launch the platform with the team
Test the main scenarios and train sales reps and managers on tasks, the sales pipeline, dashboards, and the mobile app. The team can start working without confusion.
5Review conversion between stages
Track qualified leads, sales meetings, quotes, signed contracts, invoices, payments, and closed deals. The sales manager can see where opportunities stall and what needs improvement.
The goal is simple: every sales opportunity should have a clear owner, a clear next step, and a clear due date. Fewer deals stall after the meeting, quote, contract, or invoice.
What makes Combinu different?
One customer recordEvery ad campaign, form, SMS message, email, meeting, quote, contract, invoice, and payment stays connected to the same customer record. Your team sees the full history before taking the next step.
Context for every sales repThe sales rep can see where the lead came from, what they engaged with, and what action is due next. The conversation starts with context, so the customer does not have to repeat the same information.
Follow up that matches the sales stageMessages and tasks change based on the meeting outcome, quote status, contract status, and payment status. More opportunities keep moving instead of being forgotten.
A clear view for the sales managerThe sales manager can track opportunities, customers, tasks, and sales reps from one dashboard and the mobile app. Stalled deals become visible before they go cold.
Reports that follow the full saleReports show movement from qualified lead to sales meeting, quote, contract, invoice, payment, and closed deal. You can see where revenue is slowing down and what needs attention.
Find where sales opportunities are getting stuck
We review what happens after a lead is qualified, after each sales meeting, and after a quote, contract, or invoice is sent. Then we map the follow up your sales team needs to keep more opportunities moving toward signature and payment.
Note: Feature availability depends on your plan, setup, and the channels that have been connected and tested.