Sapphire Accountants transforms lead management with Ignition Deals

Sapphire Accountants is all about making business easier for their clients. Based in the Gold Coast, the firm works with individuals, sole traders, and small businesses to simplify tax, compliance, and business structures, offering clear, practical advice without the jargon.

But with more than 50 new appointments booked every week, keeping track of incoming leads and ensuring consistent follow-up was a growing challenge. Proposals were saved in different places, status updates were easy to lose, and it wasn’t always clear who was responsible for moving a deal forward. That’s when Greg discovered Ignition Deals.

Before using Ignition Deals, capturing and managing new client opportunities was slow and fragmented.

When someone called to book an appointment, the team had to jump between different systems to record details, create a client record, and draft a proposal. For new clients, this meant multiple handoffs and repeated data entry — creating opportunities for delays, inconsistencies, or even missed leads.

High volumes made the problem worse. With around 50 appointments a week, there was no guarantee every enquiry was logged consistently, and there was limited visibility on what had been followed up and what had slipped through.

After seeing a demo of Ignition Deals, Greg decided to give it a go—and hasn’t looked back since.

“As soon as I saw it, I thought, let’s give it a go. We’ll see how it works. And it’s just gone from there,” she recalls.

Today, every new opportunity starts in Ignition Deals.

As soon as an enquiry comes in — whether by phone, email, or in person — the team creates a deal on the spot, capturing the client’s details in seconds. The deal is assigned to an owner, and colleagues can be tagged directly if their attention is needed. Notes capture the full context, allowing everyone to see the history and next steps at a glance.

From there, a proposal is linked directly to the deal. The integration means the deal’s value is automatically recorded, and once the proposal is accepted, the deal moves to won status — ready for onboarding.

Ignition Deals has replaced a painful, admin-heavy process with one smooth, transparent workflow. Every deal — from a quick tax return to a new business setup — sits in the same centralised pipeline, complete with ownership, notes, and history.

That centralisation means any team member can instantly see the latest status, pick up a conversation, or progress the deal without starting from scratch. No matter who takes the initial enquiry, the whole team has the same information and can keep the process moving.

Sapphire Accountants now has a clear view of the potential revenue sitting in their pipeline, helping them make better decisions about resourcing and planning. The team can also quickly identify which opportunities matter most, ensuring their focus is always on the deals that will have the biggest impact.

For Sapphire Accountants, what started as a trial has quickly become an essential part of their operations. Deals hasn’t just saved time — it’s given the team control, clarity, and confidence in managing their growing client base.