Small Business CRM and Sales Pipeline Connected to Your Whole Business
Alive24 gives you a completely customisable small business CRM and sales pipeline that shows where every lead came from, what they need, what happens next and how they become a client—without complicated dashboards, disconnected apps or a full-time tech person. It is the only CRM that genuinely connects your leads, customers, website, marketing, sales and delivery in one place—because it is already part of your website, not wired in afterwards.
- Every lead captured
- Every source tracked
- Custom sales stages
- Lead value visible
- Owners assigned
- Notes on one record
- Follow-up tasks created
- Quotes connected
- Payments visible
- Dashboards built for you
- Clients carried through
- Changed by talking
Is this you?
Why Generic Small Business CRM Tools and Spreadsheets Lose Leads Between Stages
All three end the same way: somebody who wanted to buy, and a conversation that quietly stopped.
Your CRM creates more work
You pay for a system that is difficult to customise, full of features you do not need and disconnected from the rest of your business.
You don’t have a CRM at all
You are relying on spreadsheets, inboxes, messages, memory and scattered notes—and good leads are quietly slipping through the gaps.
CRM + Sales Pipeline walkthrough
Watch the Small Business CRM and Sales Pipeline Move a Lead From First Enquiry to Won Client
See the stages, the lead record, the source, the value, the next action, the quote and the client handover created inside Alive24.
- A website enquiry arriving
- A phone lead added by voice
- The lead appearing in the pipeline
- The source recorded on the record
- Custom stages you chose
- The lead value set
- An owner assigned
- Notes kept on one thread
- A follow-up task created
- A quote attached to the deal
- The lead moving to won
- The client continuing into delivery
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Are you currently doing this?
A CRM should organise your sales. Not become another job.
Most owners do not lose deals because they are bad at selling, and more sales management software is rarely the fix. They lose them because the information needed to close was in four places and none of them reminded anybody. Small business client management only works when the lead, the conversation and the next action sit together.
The system itself
- Complicated dashboards that do not match the business
- Needing a tech person just to build your stages
- Paying more when contacts or activity increase
- A CRM alone costing more than a year of Alive24
Where the leads live
- Enquiries scattered across forms, calls and social
- Paying for glue tools because the CRM doesn't connect to your website
- No clear view of where a lead came from
- No reliable next action or follow-up task
The sales side
- Moving a deal stage means logging in and doing it by hand
- Quotes and proposals stored somewhere else
- Payments recorded in a different system again
- Calls, quotes and invoices living in separate apps
After the sale
- Customer information failing to move into delivery
- Details typed again to start the job or project
- No history when the client comes back
- No idea what is converting and what is wasting money
You can stop doing all of it. It is already built.
Introducing
The Alive24 CRM + Sales Pipeline.
Tell Alive24 what you sell, where enquiries arrive and how your sales process works. It builds the stages, fields, dashboards and next actions around the way your business really operates.
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Every lead captured
Every source tracked
Every next step clear
Every task connected
Every quote visible
Every sale measured
Every client carried through
Custom sales stages- Lead value
Owners assigned- Notes on one record
Follow-up reminders- Pipeline value
- Conversion rate
- Lead sources
- Custom dashboards
- Team responsibilities
- Client handover
Built by describing it
Say how you sell and the stages, fields and views are created for you.
Completely customisable
Stages, fields, statuses, sources and views shaped around your business.
Your language, not jargon
Name your stages the way you and your team actually say them.
Dashboards that mean something
Choose what you see: new leads, follow-ups due, pipeline value, wins.
Next actions on every deal
Tasks, owners and reminders so no lead waits on somebody’s memory.
Works on a phone
Update a lead between jobs, in the van or straight after a call.
Sources you can see
Know which marketing brought the lead in, when the source is recorded.
Connected to delivery
A won deal becomes a client, a project and a payment—not a retype.
Included, not subscribed
No per-user CRM bill and no add-on to connect it—it is part of Alive24.
- Every lead captured
- Every source tracked
- Custom stages, your language
- Lead value on every deal
- Every next step clear
- Tasks and owners assigned
- Quotes and payments connected
- Dashboards you actually read
- Every sale measured
- Every client carried through
How it works
Tell it how you sell, build the pipeline, capture every lead, know the next action, then carry the client through.
One process, five stages, one sitting. Click through the stages to see exactly what happens.
You voice-note one thing…
“Someone just called about the premium package — add them as a hot lead.”
One voice note — your CRM updates itself around it
Step 1 · Tell it how you sell
Tell Alive24 how you sell
Explain where leads arrive, what you sell, what information matters and the stages people move through.
- What you actually sell
- Where enquiries arrive
- What information matters
- The stages people move through
- What a lead may be worth
- Who handles what
Then every lead has a home, a stage and a next action — without you remembering a thing.
Solved, in one place
Meet the small business CRM that actually knows how your business works.
Alive24 builds the CRM system for small business around the way you work instead of forcing you into a fixed template. You describe your stages in plain language—no tech person, no consultants—and because the CRM is already part of your website, your enquiries arrive connected instead of needing glue tools to get there.
You
One customer record. One connected business.
Voice note → Say how you sell updated
Your lead sources
Decide where leads come from and how each one is labelled when it arrives.
Your information
Choose exactly what should be collected and shown on a customer record.
Your sales stages
Say them out loud and they're built—the way you and your team actually say them.
Your tasks
Which follow-up actions should be created, and when they should be due.
Your people
Who owns the lead, who does the next action and who can see what.
Lead value
Record what a lead may be worth so the pipeline total means something.
Notes on one thread
Calls, messages, meetings and decisions kept on the customer record.
Quotes and payments
Proposals, quotes and payment status connected to the same deal.
What happens when they buy
Decide how a won lead becomes a client, a project and a delivery.
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Built for real businesses
A sales pipeline shaped around the way you work.
Stages you recognise, not enterprise sales jargon.
Massage therapist
Personal trainer
Beauty and skin therapist
Yoga and pilates teacher
Naturopath and nutritionist
Counsellor and psychologist
Physio and chiropractor
Health coach
Massage therapist
Personal trainer
Beauty and skin therapist
Yoga and pilates teacher
Naturopath and nutritionist
Counsellor and psychologist
Physio and chiropractor
Health coach
Electrician
Plumber
Builder and carpenter
Landscaper and gardener
Painter and decorator
Cleaner and home services
Handyman
Property and rental operator
Electrician
Plumber
Builder and carpenter
Landscaper and gardener
Painter and decorator
Cleaner and home services
Handyman
Property and rental operator
Website designer
Social media manager
Business coach
Business consultant
Marketing consultant
PR consultant
Bookkeeper
Accountant
Virtual assistant
Copywriter
Brand and graphic designer
Photographer and videographer
Course creator and tutor
Maker and product seller
Mobile and local operator
Website designer
Social media manager
Business coach
Business consultant
Marketing consultant
PR consultant
Bookkeeper
Accountant
Virtual assistant
Copywriter
Brand and graphic designer
Photographer and videographer
Course creator and tutor
Maker and product seller
Mobile and local operator
Trades
Enquiry, site visit, quoted, deposit paid, scheduled, completed — with photos on the record.
Wellness practitioners
Enquiry, first session booked, package purchased, rebooking due.
Coaches
Lead, discovery call, proposal sent, program started, renewal due.
Consultants
Qualified, scoped, proposal, contracted, delivered, follow-on identified.
Makers
Enquiry, commission quoted, deposit, in production, delivered.
Small agencies
Lead, pitch, proposal, retainer signed, review scheduled.
Update your CRM as quickly as you can say it
Your pipeline changes as quickly as your business does.
Describe the change in plain language—from your desk or from up a ladder. The deal moves, the quote attaches and the task appears, without you logging back into anything.
“Add a stage called site visit booked, put the suburb on the lead card, and remind me about any quote that has gone quiet for more than five days.”
- Someone just called about the premium package—add them as a hot lead
- Create the quote for that job and send it
- I've just sent the quote—move the deal
- They said yes—invoice them and start onboarding
- Remind me to follow up on Thursday
- Show me every warm lead not contacted this week
- Add a stage called site visit booked
- Add a field for suburb
- Set the value on this deal
- Assign this lead to Sam
- Rename cold to just enquired
- Show pipeline value on my dashboard
- Flag deals that have gone quiet
- Give me today’s callback list
What that normally means
- Digging through settings and admin screens
- Finding out custom fields cost more
- Asking a consultant to change a stage
- Rebuilding a report you already had
- Waiting on a developer for a dashboard
- Leaving it wrong instead
Plain language instead of settings and forms—so the CRM keeps matching how you sell, not how you sold two years ago.
Time, money and energy saved
Stop paying for software that becomes more expensive as you grow.
The work does not change. Who does it, how long it takes and what it costs does.
The old way
- CRM subscriptions per user
- Contact-based pricing increases
- Lead and customer spreadsheets
- Separate sales pipeline tools
- Disconnected task apps
- Automation subscriptions
- Separate client databases
- Consultants building dashboards
- Manual lead reports every week
- Leads lost between the apps
- Follow-ups missed entirely
- No visibility over advertising and sales
Several subscriptions a month + the deals nobody followed up
Inside Alive24
- Say how you sell
- The pipeline and fields created
- Dashboards built around your numbers
- Tasks and reminders included
- Lead sources and values recorded
- Quotes and payments connected
- Client delivery continues the record
- Team responsibilities visible
- Change anything by talking
- Included in the system you own
One sitting, inside the system you own
Time and energy returned
- No copying information between apps
- No weekly report built by hand
- No searching for what you promised somebody
- No reminding people to follow up
- No spreadsheet kept alive beside the CRM
- No re-entering details after a sale
- No repairing disconnected automations
- One dashboard that tells you what needs attention
Alive24 is less than $12 a day. That price is the complete system, not only the CRM + Sales Pipeline, and there is no separate price for the CRM. Some well-known CRMs charge more per year for the CRM alone—before per-user fees and add-ons—than the whole Alive24 system costs in its first year.
See full pricingBefore and after
From scattered enquiries to one clear sales picture.
The same leads, the same week — the only difference is whether you can see them.
Before
- Leads in spreadsheets, inboxes and messages
- Follow-ups remembered too late
- No clear lead source
- No accurate pipeline value
- Tasks disconnected from contacts
- Sales and delivery in separate systems
- Details typed again after every sale
After
- Every lead in one place
- Clear stages and next actions
- Lead sources and value visible
- Tasks attached to the right person
- Quotes, proposals and payments connected
- Client information carried into delivery
- One picture you can read in seconds
Update your CRM as quickly as you can say it
Update your CRM as quickly as you can say it.
“Someone just called about the premium package. Add them as a hot lead and remind me to send a proposal by 5pm.” Plain language instead of digging through settings and forms.
- Website forms
- Landing-page forms
- Pop-up forms
- Sales chat conversations
- Telephone calls entered by voice
- Social media enquiries entered by voice
- Direct referrals added by hand
- Event or course enquiries
- “Move this lead to quote sent, attach the proposal and remind me to follow up on Thursday.”
- “Show me every warm lead that has not been contacted this week.”
- Alive24 does not record your calls or read your private messages—you add those leads yourself, in seconds
- One place to look, whichever door they used
- One record per customer, from first enquiry to repeat work
The pipelineEvery lead, in the stage it belongs
Custom stages, lead values and a pipeline total, so you can see what is actually in play.
The lead recordOne customer, one thread
The source, the status, the value, the notes, the calls and the next action on one record.
Next actionsA list of who to contact today
Tasks with due times and owners, so follow-up does not depend on remembering.
Quotes + paymentsThe money attached to the deal
Proposals, quotes and payment status connected to the lead instead of an inbox.
The dashboardThe numbers that matter to you
New leads, follow-ups due, pipeline value, conversion, sources and recent wins.
The journeyEnquiry, record, task, quote, client
One connected route from first contact to delivery—no copy-paste holding it together.
Swipe or scroll for more
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Two clear ways to start
Whether your leads are scattered or trapped in another CRM, start from where you are.
Both routes end with one connected sales picture. Only the first sitting is different.
- Say what you sell
- Say where enquiries arrive
- Say what you need to know
- Describe your sales process
- Stages created for you
- Fields and views created
- Dashboards built around it
- Tasks and reminders set up
- Owners assigned
- Live in one sitting
Tell Alive24 what you sell, where enquiries come from, what you need to know and how your sales process works.
A trades business: enquiry, site visit, quoted, deposit paid, scheduled—with photos, values and a callback task on every job.
- Bring your existing contacts in
- Keep the stages that work
- Drop the fields you never use
- Rename stages in your language
- Set lead sources properly
- Add the values you track
- Rebuild the dashboards you wanted
- Assign owners and responsibilities
- Connect quotes and payments
- Change any of it by talking
Bring your existing contacts and sales process into a cleaner, simpler and more useful CRM that connects with the rest of Alive24.
A consultant moving off an expensive per-user CRM: same clients, simpler stages, dashboards that finally show proposals waiting on a decision.
See a real pipeline built inside Alive24Real proof
A CRM designed from real business frustration—not a software wish list.
Pipelines, records and dashboards built in the working Alive24 back office — the result of years of overpriced systems, fixed dashboards, broken integrations and sales tools that stopped the moment somebody became a client.
These are example pipelines and records created inside the working back office. No customer results, conversion figures or performance claims are shown.
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Prefer to speak to someone? Book a Live Walkthrough
What you actually receive
See the information that matters to your business.
Not a database you maintain — a customer record, a pipeline and a dashboard that fill themselves from the work you are already doing.
Contacts
One record, complete history.
- Contact details, source and consent in one place
- Every chat, email, call note and message on one thread
- Quotes, invoices, bookings and jobs attached
- Files, photos and documents against the client
- Tags for service type, segment and status
Pipeline
See the work coming, not just the work done.
- Stages from new enquiry to won or lost
- Value and expected timing on each deal
- Drag a deal forward as things progress
- Stalled deals flagged before they die
- Pipeline total so you know what is in play
Next actions
A list of who to call today.
- A task with a due date on every open deal
- Automatic follow-up tasks after quotes and calls
- Daily priority list based on value and stage
- Reminders that survive a busy week
- Nothing waiting on a note in your van
Connected
It updates itself as you work.
- Leads arrive from forms, chat and campaigns automatically
- Quotes and invoices attach without re-typing details
- A won deal starts onboarding and job setup
- Payments update the record and your reporting
- Conversion by source visible on the dashboard
Prefer to speak to someone? Book a Live Walkthrough
Built to move the sale forward
The CRM should tell you who to call today—not ask you to maintain it.
As your lead management software, Alive24 keeps the lead, the history, the value and the next action together, so the sale moves forward without you rebuilding the picture first.
“Someone just called about the premium package. Add them as a hot lead.”
One sentence, and the lead, the stage, the value and the follow-up task are all on the record.
- 01
The enquiry arrives with its source
A website form, a sales chat or a call you added by voice — it lands as one lead record.
- 02
The lead moves through your stages
Your stages, your language, with the value and the owner shown on the card.
- 03
The task, quote and client follow
The next action is created, the quote attaches, and a won deal becomes a client record.
- New leads land with their source attached
- Sales chat conversations become lead records
- Phone and social enquiries added in seconds
- Custom stages match how you really sell
- Lead value makes the pipeline total honest
- An owner is responsible for every deal
- Notes and decisions stay on one thread
- A follow-up task exists before you forget
- Quotes and proposals sit on the deal
- Payment status is visible where relevant
- A won lead becomes a client, not a retype
- The whole picture fits on one screen
Alive24’s CRM is informed by more than 20 years of hands-on business, hospitality, wellness, sales and customer-conversion experience—and years of paying for systems that stopped at the sale.
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Less software. Less chasing. Far more clarity.
Imagine never rebuilding another sales report or repairing another broken connection.
No per-user CRM subscription, no lead spreadsheet, no separate pipeline tool and no automation chain to keep alive.
From first click to client delivery
One living customer journey. Nothing held together by Zaps.
- 01
Your A24 website funnel
Your website, offers, downloads and sales chat are already connected to the CRM—no Zaps waiting to break.
Interest starts here
- 02
Every enquiry captured
Website chat, forms, quote requests and package downloads land automatically. WhatsApp and phone leads take one quick voice note.
Every door covered
- 03
A useful record appears
Their journey, source, answers, interests and intent arrive together—so you know where they are and what they want before you sell.
Context included
- 04
The right sales stage
Describe your pipeline by voice—no tech person needed. Actions can move the lead into the right custom stage.
Pipeline updates
- 05
Tasks keep it moving
Automate tasks for each stage or add a reminder by voice. The right person gets a notification on their phone.
Next action clear
- 06
The sale happens here
Create a proposal, quote, invoice or sign-up—and put the sales call straight into the same connected calendar.
Nothing in another app
- 07
Payment stays visible
See what has been sent, paid or is still due on the customer record, with the money tracked through the Finance area.
Finance connected
- 08
A client, not a dead end
The client enters their own centre with onboarding, sessions, projects, workflows, to-dos and automatic updates already connected.
Delivery begins
- No details typed into two systems
- No disconnected task app
- No weekly report built by hand
- No lead sitting without a next action
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Connected, not bundled
Not just a contact list.
The CRM is not where the journey ends — it is where everything connects. Because it sits underneath the whole system, a won deal becomes a job, an onboarding, an invoice and a line in your reporting without a single copy-paste.
- 1Website CreatorWhere the enquiry usually starts.
- 2Forms and FunnelsNew leads arrive complete, with their source.
- 3Sales Chat + Follow-upAnother entry point into the same record.
- 4Bookings + CalendarAppointments shown on the customer record.
- 5Proposals + QuotesQuotes attached to the deal itself.
- 6Invoices + PaymentsPayment status beside the sale.
- 7Client Management AreaA won deal starts delivery on its own.
- 8Business DashboardPipeline value beside real money.
- Website pages and forms feed the same customer record
- Forms and Funnels arrives complete, with the source attached
- Sales chat is another entry point into the same record
- Calendar and bookings show on the customer’s history
- Packages and pricing inform the value on the deal
- Proposals and quotes attach to the deal, not an inbox
- Invoices and payments update the record and reporting
- Tasks and workflows keep the next action visible
- Projects, jobs, courses and client areas continue the journey
- The CRM + Sales Pipeline is included inside Alive24. It is not a separate product, service or platform.
Find your number
See exactly what Alive24 would save you.
Answer a few quick questions and Solomon works out what your CRM subscriptions, spreadsheets and admin time are really costing you — and what you would keep every month instead.
Take the 2-minute savings quiz
Free, no commitment, and you get a personalised breakdown at the end.
Start with SolomonPrefer to speak to someone? Book a Live Walkthrough
Explore the connected system
Where the CRM + Sales Pipeline sits inside your full Alive24 system for less than the cost of a monthly CRM and automation stack.
These are the parts of Alive24 your customer records touch most often. Everything else is one click away in the full system.
You
One voice note. One change.
Voice note → Website updated
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What owners say about Alive24
Real owners, real campaigns, created inside Alive24.
I got so excited when I opened the app to start I almost peed myself.
Skye S.Breathwork Coach · 35 · AustraliaWhiz bang. Just like that. Website up in 3 mins. This is crazy!
LukeNoosa Fencing · 44 · AustraliaWho needs a husband when you have this!
AstridLuxury Hospitality Consultant · 51 · FranceI can't believe I waited so long. Stuck in a job I hated. Launched my business after a friend recommended this. Immediately took on clients. It's too easy.
VaneziaChild Psychologist and Educator · 29 · IndonesiaProcrastination was my middle name. I would do anything to not deal with business admin. One quick set up and one big contract. I can breathe again. Thank you.
MarnieSpa Consultant · 55 · AustraliaI actually wake up excited to work. I've got so much more free time I actually don't know what to do with myself!
RosaInterior Decorator · 41 · AustraliaA sold out retreat. I'm 75 years old. I've been trying to do this for years. It just paid for itself 5 times over.
MaggieEnergy Healer · 75 · AustraliaI got so excited when I opened the app to start I almost peed myself.
Skye S.Breathwork Coach · 35 · AustraliaWhiz bang. Just like that. Website up in 3 mins. This is crazy!
LukeNoosa Fencing · 44 · AustraliaWho needs a husband when you have this!
AstridLuxury Hospitality Consultant · 51 · FranceI can't believe I waited so long. Stuck in a job I hated. Launched my business after a friend recommended this. Immediately took on clients. It's too easy.
VaneziaChild Psychologist and Educator · 29 · IndonesiaProcrastination was my middle name. I would do anything to not deal with business admin. One quick set up and one big contract. I can breathe again. Thank you.
MarnieSpa Consultant · 55 · AustraliaI actually wake up excited to work. I've got so much more free time I actually don't know what to do with myself!
RosaInterior Decorator · 41 · AustraliaA sold out retreat. I'm 75 years old. I've been trying to do this for years. It just paid for itself 5 times over.
MaggieEnergy Healer · 75 · AustraliaQuestions
The CRM + Sales Pipeline — the questions owners actually ask.
Still unsure? The full demo answers most of it in a few minutes, without a sales call.
Ready to see your entire sales journey in one place?
See how Alive24 can build a CRM and sales pipeline around your business—and connect every lead, task, sale and client without the usual complexity.
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A one-to-one session showing how Alive24 would build the pipeline, stages, dashboards and tasks your own business actually needs.
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See a lead arrive, move through the pipeline, pick up a task and a quote, then continue into client delivery in the complete system.
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