Features / CRM & Sales Pipeline
CRM & Sales Pipeline · from the Team planNever lose a lead because nobody followed up
Capture leads from forms, calls and referrals, qualify them, and move real opportunities through a visual pipeline. Every lead keeps its source, owner, follow-up date and activity history — and converts into a customer and quotation with one click.
The problem
- Enquiries forgotten in inboxes and call logs
- No visibility of what the sales team is working on
- Unclear why deals are lost
- Re-entering lead details when the customer says yes
How it connects
- Enquiry forms create leads automatically
- Won opportunities become quotations and projects
- Automation rules can assign and notify owners
What you can do
Lead capture
Add leads manually or automatically from public enquiry forms, with source tracking.
Visual pipeline
Drag opportunities between your own stages. Each stage carries a probability for weighted forecasts.
Follow-up discipline
Follow-up dates, assigned owners and reminders for overdue follow-ups.
Lost reasons
Record why opportunities are lost and spot patterns in reports.
One-click conversion
Convert a lead into a customer and opportunity, then into a quotation — no retyping.
Sales analytics
Leads by source, conversion rates, pipeline value and won/lost by period.
Try a free tool first
No signup — see how it feels.
Questions
Is this a full enterprise CRM?
No — it is a focused CRM built into a wider operations platform. It covers leads, pipeline, follow-ups and conversion, and connects them to quotations, projects and invoices.
Can sales executives see only their own leads?
Yes. Owners can turn on “own records only” so executives see the leads and opportunities assigned to them.
Try every feature free for 7 days
No card needed. Your workspace is ready in under a minute, with sample stages, lists and templates for your type of business.