CRM

CRM, pipeline, and sales

10 min read

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

Features in this guide

Customers
/core/customers
Customer records linked to CRM, finance, and portal accounts.
CRM pipeline
/sales/crm/pipeline
Kanban board for deals by stage with drag-and-drop progression.
Lead finder
/sales/prospecting/lead-finder
Geographic prospecting with map context and CRM ingest.
Proposal builder
/sales/proposals/proposal-builder
Branded quotes from catalogue with approval and conversion.
Invoices
/sales/invoices
Invoice register with filters, exports, and portal visibility.

Video walkthrough

Sales pipeline

Kanban pipeline board with deal stages and filters.

Lead finder

Prospecting with radius search and lead ingest.

Proposal builder

Assemble branded quotes from the product catalogue.

Invoices

Invoice register with status, amounts, and filters.

Pipeline to invoices

Short tour from pipeline board to the invoice list.

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.

1

Open Sales → CRM → Pipeline

From the left sidebar, expand Sales, then CRM, and open Pipeline.
2

Review stages

Each column is a pipeline stage. Scan for deals that have stalled or lack an owner.
3

Move a deal forward

Drag a deal card to the next stage when the opportunity progresses — this keeps forecasting accurate.
4

Filter for your team

Use filters to show only your owned deals or a date range before a pipeline meeting.

LiveUXI CRM sales pipeline board — 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.

LiveUXI lead finder prospecting tool — 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.

LiveUXI proposal builder — 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.

LiveUXI sales invoices list — Invoice register with filters and quick actions.

Customers

Core customer records link CRM deals, finance documents, and portal accounts so every team sees the same source of truth.

LiveUXI customer records — Customer index with links to sales, finance, and portal context.