Business

Leads to deals, in the open.

A pipeline you set up yourself, deals that move across it, and every call, email and visit on the record.

Nobody's forecast lives in their head. A lead comes in with a source, becomes a deal with a value and an owner, moves through stages you named, and every activity along the way is on the timeline. When it closes, it is a customer.

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  • Your stages, your pipeline
  • Deals with value, owner and win probability
  • Calls, emails, visits and tasks on the timeline

The CRM home

The numbers a sales lead wants before the Monday meeting.

Total pipeline

Every open deal, valued, and where it sits. The number the forecast starts from.

Won this month

What closed, who closed it, against last month.

Conversion

Leads to deals to won, as a funnel, so the leak is visible.

Hot, warm, at risk

Deals flagged by how they are moving, not just by their stage.

Everything inside CRM

Set up the pipeline once. Everything else is a card moving across it.

Leads

Where they came from, who owns them, and their status. A lead that qualifies becomes a deal in a tap.

Deals

A value, a stage, an owner, a contact and a close date. The deal card is the single record of the opportunity.

Your stages

Name them, order them, add one when the process changes. A stage in use cannot be deleted by accident.

Cards or funnel

See the pipeline as columns of cards, or as a funnel with the conversion between stages.

Win probability

A percentage on the deal, so the pipeline value is weighted rather than wishful.

Activities

Calls, emails, visits and tasks, each with an outcome. Logged against the deal and the contact at once.

Timeline

Everything that has happened on the deal, in order. The handover to a colleague is the timeline.

Email from the deal

Write and send from the record, with templates for the messages you send every week.

Owners

Assign a lead or a deal to a person. Their pipeline is the list of what they own.

Priority and source

Where the lead came from and how urgent it is, so the follow-up order is not the arrival order.

Visit location

A site visit logged with where it happened, for the field team and the mileage.

Won becomes a customer

Close a deal and the contact is a customer with a quote waiting. Nothing is retyped into Sales.

Lead to customer, on one card

The same opportunity, at three points in its life.

Five pipeline stage columns with deal cards moving across them, a funnel panel and a flame chip.
  1. A lead arrives. With a source, a priority and an owner. Qualified, it becomes a deal.
  2. The deal moves. Across the stages you named, with every call and email on its timeline and a probability that weights the forecast.
  3. It closes. Won, the contact is a customer and the quote is a tap away. Lost, the reason is on the record for next time.

Where the work happens

Three of the places you will spend time in CRM.

A large deal card with a value chip, a win-probability dial and an owner avatar
The deal — value, probability, owner
A timeline strip with call, email, visit and task icons and a calendar chip
Activities on the timeline
Stage blocks being arranged in a row with a conversion-rate panel
Stages you arrange yourself

Works with

Before the sale, and after it.

ContactsThe person behind the lead SalesThe quote the won deal becomes MarketingWhere many leads come from TasksThe follow-up, assigned and dated

Free to start. Friendly to scale.

Start with what you need today and switch the rest on when you grow.

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