How it works

From first setup to daily sales work

Six practical steps. Most teams are working in Girsio within days, not quarters.

Girsio · Pipeline — Nordics New BusinessKanban
Qualified€128k

Nordvest Logistik

€42k

Aarhus Retail

€31k

Proposal€86k

Selandia Foods

€28k

Negotiation€54k

Fyn Teknik

€19k

Nordvest Logistik ApS

Customer
  • Call logged · 12 minYesterday
  • Proposal sentOpened 3×
  • Task: technical reviewDue Friday

Getting started

Setup is configuration, not a project

  1. 1

    Create your workspace

    One per brand or client. Invite the team and assign roles.

  2. 2

    Shape your pipeline

    Stages, lost reasons and owners to match how you already sell.

  3. 3

    Connect Microsoft 365

    Email, calendar and Teams calling under each user's own account.

  4. 4

    Open your lead sources

    Registry search, signed form intake, lead connectors or CSV.

A day in Girsio

The loop your team repeats

  1. 01

    Find and capture

    Search the Danish registry or let forms, ads and voice enquiries arrive on their own.

    Counts before import, duplicates flagged against existing companies.

  2. 02

    Qualify and assign

    Score the lead, tag the relationship and give it an owner.

    New enquiries are marked by market so the right team picks them up.

  3. 03

    Engage

    Call from Teams and send email from Microsoft 365 without leaving the record.

    Outbound identity resolves per market; every touch is logged automatically.

  4. 04

    Follow up

    Each activity closes with the next task, and AI proposes what to do next.

    Overdue work surfaces on the dashboard instead of in someone's head.

  5. 05

    Close and operate

    Move the deal, record the outcome, log the time it took.

    Timesheets and absence approvals run in the same workspace.

  6. 06

    Measure

    Pipeline, activity and time reporting per workspace.

    Reports read the same records the team works in — no export ritual.

Girsio · InboundOne stream
Web form
Lead ad
Voice
Demo request · ai-demoDK · callback requiredNew
Support enquirySE · routed to ownerNew
Girsio AI · AssistantSuggestion

Next best action

Call Aarhus Retail today — the quote expires Friday and the last reply was 6 days ago.

Create taskDismiss

Suggested follow-up email

Draft

Nothing sends until a person approves it.

Who does what

Two roles, no ceremony

Salesperson

My Day, own pipeline, calls, email, tasks and their own timesheet.

Admin

Workspaces, users, pipelines, integrations, approvals and reporting.

Curious what is under the hood?

The platform page covers the modules and the shared data model.