CRM

CRM, pipeline, and sales

10 min read

Manage leads, pipeline stages, proposals, and invoices from prospect to cash.

Sales pipeline

The pipeline board shows deals by stage. Drag opportunities between stages, assign owners, and filter by team or date to run pipeline reviews.

Kanban-style pipeline with stage columns and deal cards.

Lead finder and prospecting

Lead Finder helps you discover and qualify prospects. Search by geography, sector, or radius, then ingest leads into your CRM with consistent ownership and follow-up tasks.

Radius-based prospecting with map context and ingest actions.

Proposals

The proposal builder assembles branded quotes from your product catalogue. Send for approval, track views, and convert accepted proposals into orders or invoices.

Structured proposal builder with line items and customer context.

Invoices

Invoice lists show status, amounts, and customer links. Filter by date or payment state, export for finance, and connect to the client portal for self-service viewing.

Tips

•Keep pipeline stages aligned to how your team actually sells — fewer, clearer stages beat a complex funnel nobody uses.

Invoice register with filters and quick actions.