Modules / Sales CRM
Sales CRM
A clean pipeline from first enquiry to closed deal. Leads, pipeline stages, follow-ups and conversion tracking for the sales team.
What you get
- Lead capture with source, owner, value and stage
- Pipeline view across New, Contacted, Qualified, Proposal, Won and Lost
- Follow-up reminders so no lead goes cold
- Notes, call history and attachments on every lead
- Conversion and revenue reporting by owner and campaign
Follow-ups that happen
Due follow-ups surface on the owner's dashboard.
See what converts
Win rate by source, owner and stage.
Hand-offs without loss
Reassign a lead and the history goes with it.
Give your company one place to run from
Pick a plan and place your order. Your workspace is set up within 6–24 hours after payment.