One WarmStart per customer, set up to your specs

WarmStart is not a shared account on a big platform. Each customer gets a private installation with its own database and its own web address, and we set it up around how your team sells.

What we set up with you

Your pipeline

We start from an industry template and edit it. Templates today: office equipment dealer (New lead, Site survey, Proposal sent, Negotiation, Contract signed, Installed), agency, and a plain generic funnel. Stages and service lines (for a dealer: copiers and printers, managed print, service contracts, leases, IT services) can be added, renamed and reordered later. Applying a template never touches a deal: a stage that still holds deals is kept.

Your lead sources

We connect your website forms to WarmStart's lead intake, so each lead arrives labeled with where it came from. Reports then split won business by channel.

Your people

We create your users. Roles (admin, manager, rep) decide who can edit, delete, see reports and manage users.

Your existing data

We load your current clients, contacts, deals and notes from a file you review first.

Your email and phone

Drip email is switched on once your sending domain is verified and your postal address and time zone are set. The browser phone is switched on once a phone line is connected for your team.

Why a private installation

• Your records sit in your own database, not in a table shared with other customers.
• Settings such as the sending time zone, the daily email cap and which features are on belong to your installation alone.
• Changes we make for you do not change anyone else's WarmStart.

See the starting point

The demo shows an office equipment dealer pipeline with sample leads, deals, calls and campaigns. Your installation starts from the same product, then gets set up to your specs.