CRM and Sales
From first enquiry to a signed recurring contract.
EntoVanta CRM works on its own for a sales team, or connects directly to operations so an approved quotation becomes a scheduled service without re-entry.
Dune Guard · CRM — opportunity pipeline
New enquiry
14
AED 96,000
Site survey
9
AED 138,000
Proposal sent
7
AED 174,000
Negotiation
4
AED 78,000
Sales journey
A pipeline shaped around service selling, not generic deals.
Pest-control proposals depend on site conditions. The journey below keeps the survey and the scope attached to the opportunity.
- 01Enquiry
- 02Qualified Lead
- 03Site Survey
- 04Proposal
- 05Approval
- 06Contract
- 07Recurring Service
Quotation to customer
One record from proposal to onboarded site.
An accepted quotation becomes the customer, contract, site structure and recurring schedule — the same records operations and finance work from.
CRM · Quotation QT-2026-0188
Dune Guard Pest Control Services LLC
Marina Grand Hotel LLC
Marina Grand Hotel, Dubai · prepared 18 Dec 2025
| Service line | Frequency | Sites | Annual value |
|---|---|---|---|
| Recurring pest control — kitchens | Monthly | 1 | AED 28,800 |
| Rodent bait station programme | Monthly | 1 | AED 14,400 |
| Fly control — waste area | Quarterly | 1 | AED 7,200 |
CRM · Customer and site onboarding
Customer
Marina Grand Hotel LLC
Contract
PC-MGH-2026-014
Term
01 Jan 2026 – 31 Dec 2026
Frequency
Recurring — monthly
Site structure carried from the won quotation
- SiteMarina Grand Hotel, DubaiCompleted
- ZoneMain Kitchen / Dry StoreCompleted
- Inspection pointsKitchen BS-01 + 23 devicesIn progress
- Recurring schedule12 visits generated for 2026Completed
Capabilities
What the CRM module covers.
Capture and qualify
- Lead and enquiry capture with source and service interest
- Opportunity stages and a pipeline view by owner or zone
- Activities, calls, meetings and follow-up reminders
Understand the customer
- Customer and contact records with multiple sites
- Site and service requirement discovery notes
- Survey findings that carry into the eventual contract
Propose and win
- Quotations and revisions with version history
- Products, service packages and optional items
- Quotation approval or acceptance workflow where configured
Hand over cleanly
- Won opportunity becomes customer, agreement and operational onboarding
- Sites, zones and frequencies available to dispatch
- Sales-team visibility and pipeline reporting
Connected
Where CRM meets operations and finance.
Operations handover
An accepted quotation carries customer, sites, zones and frequency into the recurring visit pipeline.
Billing continuity
Invoices reference the originating contract and the service actually delivered.
Pipeline reporting
Opportunities by stage, quotation win status and revenue by customer or service category where configured.
Integrations
Configurable connections, described honestly.
These connections are not live out of the box. Availability, provider choice and configuration are confirmed during discovery and technical assessment. WhatsApp messaging flows are on the product roadmap and are described on the AI + WhatsApp page.
See your own operation inside EntoVanta.
We will demonstrate the modules relevant to your business—from CRM and quotation through recurring service, traceability and signed reports to invoicing, accounting and management visibility.