Skillix connects website lead capture, lead triage, the opportunity pipeline, quoting and estimating, qualification, sales communications, and customer handover so commercial work runs inside the same platform that delivers it.
The work Skillix brings into one accountable operating record
Skillix receives the lead from a public website, triages it in the inbox, qualifies it into an opportunity with stakeholders and value, and carries the customer, contact, and site context into delivery.
Skillix is designed around the real points where work stalls: missing proof, unclear ownership, disconnected systems, manual follow-up, and decisions made too late.
Sales interest lands in inboxes and spreadsheets instead of the same system that will run the customer relationship.
Opportunity stage, value, stakeholders, and next actions drift when the pipeline lives apart from delivery.
Operational fit, site profile, workforce needs, and follow-up context are lost at handover to operations.
Skillix receives the lead from a public website, triages it in the inbox, qualifies it into an opportunity with stakeholders and value, and carries the customer, contact, and site context into delivery.
Request a Skillix walkthroughThese are the problems Skillix is built to control when teams are still relying on spreadsheets, disconnected point tools, and manual follow-up.
Skillix turns website enquiries into owned sales work with source context, qualification notes, communications, and workflow follow-up.
Skillix runs the pipeline with the stages, value, probability, and stakeholders a real industrial deal carries.
Skillix builds the quote where the opportunity lives, with a full estimate behind the number instead of a spreadsheet on someone's desktop.
Skillix keeps qualification, communication history, and customer context attached when a deal becomes operational work.
The strongest outcome is not the page by itself. It is the way CRM, Quoting, Customers and the wider Skillix record reinforce the same decision.
Skillix connects the page’s focus area to the workers, jobs, sites, assets, documents, communications, and workflows around it.
Readiness, compliance, evidence, movement, and follow-up can be checked before the decision reaches site pressure.
Alerts, communications, AI-assisted checks, and workflow ownership keep blockers from disappearing into inboxes or spreadsheets.
The Skillix CRM covers website lead capture, lead triage, the opportunity pipeline with stages and probability, multiple stakeholders per deal, quotes and estimates with cost build-up and margin, qualification questionnaires, sales communications, task templates, analytics, and handover into customer, contact, and site records.
Yes. From an opportunity, Skillix builds a versioned estimate with a full cost build-up — labour, plant, travel, accommodation, materials, overhead, and contingency — using rate cards, sell price, and margin, then generates quote, tender, scope-of-work, and commercial-summary documents and turns the accepted quote into a job.
Yes. Website leads enter a controlled lead-capture API, then flow into triage, qualification, the opportunity pipeline, communications, and customer, contact, and site records as the deal becomes operational work.
Skillix keeps the CRM connected to communications, customers, contacts, sites, jobs, recruitment demand, and AI Watchman signals so commercial context stays attached to the work it creates instead of living in a separate sales tool.
Follow the Skillix areas that support this workflow: CRM, Quoting, Customers, Contacts, and the surrounding operating record.
Bring the workflow you want to improve. We will map the surrounding people, proof, movement, field capture, and follow-up actions that Skillix can control.
