Lead & inquiry pipeline
Capture inquiries with human-readable IDs like BCAS-2507-0001 and move them through tenant-configurable stages. A stage never changes silently — every transition is logged.
AMP Suite · The One CRM
AMP Suite is a multi-tenant CRM for teams that live on inquiries. Capture every lead, assign it to a handler, work it through follow-ups, and track it to a Won or Lost close — with realtime updates and an audit trail behind every move.
What's inside
AMP Suite replaces scattered spreadsheets and hand-offs with one system your sales floor actually works in — built from the real modules teams use every day.
Capture inquiries with human-readable IDs like BCAS-2507-0001 and move them through tenant-configurable stages. A stage never changes silently — every transition is logged.
Log calls, WhatsApp, email, meetings, walk-ins or SMS with a 0–5 heat score and outcome. Changing a stage always goes through a follow-up, so nothing slips.
Each handler gets an assigned-leads queue with due and overdue counts, plus self-named buckets they can drag leads into — one bucket per lead, per owner.
Managers see every lead in one place and act in bulk: assign a batch to one handler, distribute leads evenly across the floor, or change stage in a single move.
A background worker reassigns due leads that aren't being worked, writes the reshuffle to the timeline and audit log, emails the new assignee, and pushes a realtime update.
Every customer carries a 0–100% profile score. A manager worklist surfaces WON leads whose profile is under 80%, grouped by assignee with the missing fields spelled out.
Bring leads in from Excel or CSV through a guided flow: upload and analyze, review and fix rows inline, choose distribution, then commit — auto-spread across the team.
Own your setup: products and services, brands / categories / organisations, pipeline stages, custom fields, users, roles and tenant branding — all editable from admin.
Export leads to CSV over any date range, search across everything with Typesense (scope-aware), and trace every mutation in an audit log with actor, action and IP.
How it works
Log a lead by hand or import a spreadsheet. It gets a readable ID, a customer profile and a place in your pipeline from the first touch.
Route it to a handler — or let the shuffler balance the floor. Every call, message and stage change is recorded, with lead heat showing what's hot.
Mark it Won or Lost, finish the customer profile, and read it all back through dashboards, CSV exports and the audit log.
Access & governance
Access control isn't an afterthought — it's the backbone. Roles, attribute scoping and tenant isolation decide what every user can touch, and it all fails closed.
Permissions are granted per role — SuperAdmin, Admin, Manager, SalesHandler, Marketing, WebMaster and more. Sidebar links and pages appear only where a role allows.
Users are scoped by organization, category, brand or product, and it fails closed — no scope means no data, so people only ever see the leads that are theirs to work.
Tenants can never see each other's data. Customers, leads and search results are isolated end to end, so one deployment safely serves many teams.
Every create, update and reassignment records who did it, what changed and from where — a complete, queryable history behind each inquiry.
Under the hood
A single Next.js codebase with a custom server for realtime, backed by Postgres and a background worker — production-ready and self-hostable.
Inquiries
Tell us how your team works today and what you want to fix. We'll set up a walkthrough and answer anything about rollout, roles or migration.
[email protected]