One flow from first enquiry to final outcome
The problem sales teams hit most often is scattered information: the enquiry sits in one place, the call note in another, the quote in an email. Dorsera brings those pieces together under one record. Every enquiry is logged with its source, assigned to a representative, and its stage stays visible throughout. Managers no longer have to ask who is handling what, or which conversation has slipped.
What this solution covers
A single enquiry pool
Enquiries from every channel land in the same list, recorded with their source.
Customer record
Conversation history, quotes, files and notes come together on one record.
Assignment and routing
Enquiries go to the right representative by region, product or workload.
Stage management
Process steps are defined in your own sector’s terminology.
Quote tracking
Quotes, revisions and the reason a deal closed or was lost are all recorded.
Reminders
The team is reminded automatically about scheduled calls and visits.
Sales and CRM management plans
Plans are set by user count and the modules you need. A firm price follows as a quote once the scope is clear. Our other solutions are priced separately, according to scope.
Small officesStarter
For small offices centralising their enquiries for the first time.
Get a quote- Enquiry pool
- Customer records
- Standard dashboard
- Email support
Growing teamsOffice
For growing teams with more than one representative.
Get a quote- Everything in Starter
- Shared WhatsApp inbox
- SMS sending
- Basic assignment
Most popularProfessional
For teams advertising actively and measuring their process.
Get a quote- Everything in Office
- Advanced assignment
- Process automation
- Advanced reports
- Priority support
Multi-branchEnterprise
For multi-branch operations and custom workflows.
Talk to us- Everything in Professional
- Custom integrations
- Migration and setup support
- Dedicated consultant
Common questions
Yes. Our migration team moves your existing spreadsheets and records across, and your customer history is preserved.
Yes. Stage names and field labels are defined during setup using the words you already use.
It scales from single-user offices to multi-branch operations; user count determines which plan fits.
You may also be interested in
AI-Assisted Call Handling
Incoming calls are answered automatically, and appointments created, moved or cancelled.
Process Automation
Assignment, reminders and notifications run themselves, according to rules you set.
Integration Services
Your accounting software, phone system, website and ad accounts connect to Dorsera.
Let’s assess this solution for your business
Tell us what you need and we will agree scope and timeline together.