What we have promised
The opportunity and its conversations help delivery understand the brand’s needs, what was sold, and the open questions.
Chapter 02 / Sales
Keep the conversation with the deal.
House’s Simple CRM keeps prospects, contacts, opportunities, and conversations together, so the team can follow up with context and carry the relationship into delivery.
Built for ecommerce email agencies.
The brief for Simple CRM
All comms with a prospect in one place. and follow up in that same place.
An illustrative opportunity · Cedar Goods
One relationship, from hello to handoff.
- 01 · Know the people
- A brand and its contactsKeep the prospect, contacts, and opportunity connected.
- 02 · Keep the conversation
- The welcome-series discussionConnected Gmail, Google Calendar, Fathom, or Fireflies sources can bring emails and call context alongside the deal.
- 03 · Give it a next step
- Follow up on the proposalA follow-up sits with the opportunity instead of relying on someone’s memory.
- 04 · Begin delivery
- Won → Hand offLink or create the client. Review Homi’s draft handover bundle before deciding how the team begins.
Simple enough to use while you are selling.
See prospects and opportunities in their stages, keep contacts close, and work through follow-ups. Read and compose Gmail messages around the relationship. Notes and activities preserve what has happened, so the next conversation can start from somewhere useful.
Connected sources have sharing settings. An email or recording becoming available to House does not make it visible to every teammate. Homi can help find permitted context and propose supported CRM updates for your review.
Winning the deal is one decision. Taking it on is another.
What delivery will ask of us
Capacity and Pod Economics help authorized people consider workload and financial assumptions. The team brings those views into the decision; a won deal is not proof that everyone has room.
Before the next handoff
Does a won deal automatically become a finished project plan?
No. Hand off links or creates the client. Homi can prepare an internal context draft; the team reviews it and plans the actual work.
Can everyone see connected conversations?
No. CRM access and source-sharing choices apply. A connected account does not open its entire history to the agency.
Sales, in the whole House
A good beginning should survive the handoff.
Keep the people, the context, and the promises close enough for delivery to build on them.
The salesperson’s context becomes something the account manager can review as the brand enters onboarding.
Meet the client after the handoffKeep exploring