Sales & pipeline

From first touch to closed-won.

Capture every lead, see every conversation and move every deal forward, with the full history one click away.

One-step lead conversion

Turn a qualified lead into an organisation, a contact and a deal at once, carrying every note and activity across.
Stage-by-stage pipeline

Track sales stage, probability, close date and amount, with a forecast figure weighted by probability.
The whole relationship on one screen

Deals, emails, meetings, tickets, quotes and invoices all appear on the contact and organisation they belong to.

Everything included

What you get in Sales & pipeline

Lead capture Add leads by hand, from web forms, by import or from incoming email.
Source, status & rating Qualify with lead source, status, rating, industry and custom fields.
Assignment Assign leads to a user or a team group, manually or with workflow rules.
Lead conversion Convert to organisation, contact and deal in one step, with field mapping you control.

360° record A summary view with key fields, recent updates, comments and every related record.
Organisation hierarchy Link subsidiaries to parent organisations and see the structure at a glance.
Related lists Deals, activities, emails, documents, tickets, quotes and invoices on every record.
Duplicate check & merge Find duplicates by the fields you choose and merge them without losing history.

Sales stages Configure your own stages and the probability attached to each.
Forecast amount Each deal shows its amount weighted by probability, ready to roll up in reports.
Stage history See when a deal moved between stages and how its amount changed over time.
Linked products & quotes Attach products, services and quotes so the deal value reflects real line items.
Kanban board Drag deals between colour-coded stages; each card shows value, probability and close date.

Calls, meetings & to-dos Log activities against any record, with status, priority and outcome.
Reminders Pop-up and email reminders before meetings and tasks are due.
Recurring events & invitees Schedule repeating meetings and invite colleagues and contacts.
Quick create Add an activity, contact or deal from anywhere without leaving the page.
Built-in softphone Call from the browser with a dial pad and in-call controls, right next to the record.

All features

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