Revenue module · also known as RevenueOS

Sales & Leads (RevenueOS)

Every lead captured, followed up and handed to delivery - CRM, funnels and WhatsApp in one.

Sales & Leads (RevenueOS) in use in a South African business
The pain

Leads lost in inboxes and WhatsApp; No follow-up discipline.

The outcome

A single pipeline from enquiry to quote to signed scope, with handover to delivery.

What's included

  • Pre-configured CRM sub-account (GoHighLevel engine, white-labelled)
  • Lead capture forms, booking calendars and funnels
  • Pipeline stages with automated follow-up sequences
  • Quote-to-delivery handover into Delivery & PMO
  • Lead scoring and next-best-action suggestions
  • Join/referral pages for partners
CEO Command CentreSAMPLE DATA
Revenue MTDR2.84m+12%
Cash runway19 wks+2
On-time milestones91%+6pt
Compliance current97%+4pt
Revenue vs target (R m)
Exception desk
Invoice INV-2207 disputedFinance
Site 14 checklist overdueOps
Tender RFQ-88 returnables 2/14Bids
COIDA letter expires 30 dCompliance

Inner Expert AI in Sales & Leads (RevenueOS)

  • Score leads and suggest next follow-up
  • Draft quotes from approved items

AI drafts and explains; people approve. Answers cite their sources and stay inside your tenant.

Exact scope

  • One CRM workspace per entity
  • 3 standard funnels and 5 automations (Growth)
  • Email sending within fair use

Not included

  • SMS, WhatsApp and call minutes (metered pass-through)
  • Paid advertising spend and management
  • Bulk unsolicited messaging (not permitted)

Set-up lead time

  • standard: 24 hours
  • email domain auth: 24-72 hours (DNS propagation)
  • whatsapp verification: 2-10 business days (Meta)

What we need from you

  • Logo, brand colours, sending domain (DNS access or we guide)
  • Products/services list with prices
  • Existing contacts export (CSV) with consent basis

Integrations

GoHighLevel (engine)Meta WhatsApp Business Platform (authorised provider)Google/Microsoft calendarsPaystack/Ozow/PayFastDelivery & PMO

KPIs it moves

Lead response timeLead-to-quote and quote-to-win (%)Pipeline value by stage
Pricing

Sales & Leads (RevenueOS) pricing

All prices exclude VAT. Confirm Blue Oceans Approach VAT registration status before invoicing VAT (see Unlock Steps). Starter includes 1 workspace, 3 users.

starter
R999per month

1 workspace, 3 users

Set-up: R0 (self-service)

growth
R3,499per month

1 workspace, 10 users, funnels

Set-up: R3,500

scale
R7,999per month

3 workspaces, 25 users

Set-up: R9,500

enterprise
From R15,000per month

Multi-brand, unlimited users

Set-up: R30,000

Included in packages: Growth, Scale, Enterprise, Enterprise Group.

See your business on one screen — in 24 hours.

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