Shancorps customer management software
From a potential client to a signed agreement.
Our internal customer management software connects research on potential customers, contacts, deals, proposals, and contracts in one workspace.
See how it works.
27 seconds · Silent walkthrough
Read the walkthrough transcript
Walkthrough of the Shancorps customer management software sales flow. The weekly dashboard shows momentum. A research on potential customers search describes an ideal customer and returns matching companies, and one is promoted into the customer management software. The deal appears in the pipeline, a proposal is sent from the deal, and the contract is sent for e-signature.
- 0:01
The week opens on momentum: new contacts, deals, pipeline and won revenue against last week.
- 0:04
Describe the ideal customer in plain language and research goes looking for matching companies.
- 0:08
Each result shows why it fits, its sources and people to contact; a good one is promoted into the customer management software.
- 0:13
Opportunities sit in one pipeline with value, probability, source and expected close.
- 0:16
Proposals are built from priced line items on the deal and sent from the same page.
- 0:21
The contract is filled from a template and sent for e-signature, with an audit trail beside it.
Starting point
We needed one system for the whole path from potential customer to paid project, rather than a customer management system plus separate tools for proposals, contracts, scheduling, and time.
Inside our customer management software
The customer management software brings a weekly dashboard, AI-assisted research on potential customers, company and contact records, and a list of sales in progress together. Research results include sources and reasons for a potential fit. Deals hold priced proposal items, and template-based contracts can be sent for e-signature with a record of signing activity. Meeting transcripts and an assistant keep supporting information close to the sales process. Scheduling links let people book calls, while time tracking and monthly work summaries show what we have done for each project. It connects to our development work tracker, and a connector makes the whole customer management software usable from Claude.
What happened next
It runs Shancorps day to day, from first research to signed agreement and monthly improvement work.
Ongoing work
We develop shared capabilities here first, then reuse them in client software.
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