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Sales CRM: leads, deals and quotes in one place

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Track every lead on a pipeline board, keep contacts and companies together, send quotations as PDFs, and see how the pipeline is doing.

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Pipeline

A pipeline you can see

The Sales Pipeline shows one column per stage. Each column header shows the stage name, its win probability, how many deals it holds and their total value. Switch between the board and a list, narrow it with the Owner, Source, Priority and Tag filters or a search by deal name, company or owner, and add a deal from the same screen. If your workspace has more than one pipeline, a selector lets each team work in its own.

  • Board and list views
  • A pipeline selector when you run more than one pipeline
  • Search with Owner, Source, Priority and Tag filters
Deals

Move deals, keep the history

Drag a deal to another column, or open the deal and use its numbered stage stepper; the change shows on the board either way. Mark a deal won from its card. A deal moved to a Lost stage asks for a reason and details, so you can see later why it did not close. Every stage change is saved with its time, so each deal keeps a history of how long it sat in each stage.

How to manage your pipeline

  • Mark Won straight from the card
  • A lost deal asks for a reason and details
  • A full stage history on every deal
Records

Contacts, companies and products in one place

Contact and company records sit beside your deals, with a product list, tasks and a calendar. Add your own fields, and import your existing records with the import wizard instead of retyping them.

  • Contacts and companies linked to deals
  • A product list
  • Custom fields and an import wizard
Quotations

Quotations from the deal

When a deal is ready for a quotation, generate it as a PDF from the deal. It uses your company profile. Then email it to the customer from the deal, or download it.

How to create a quotation

  • PDF made from the deal
  • Your company profile on every quote
  • Email or download
Insight

Know where you stand

The dashboard and reports show pipeline value, deal counts by stage and team activity. AI lead qualification shows an AI Summary on a deal: a short summary, a suggested next step and a confidence percentage. It does not read WhatsApp conversations, which are not available.

How to read AI lead qualification

  • Dashboard and reports
  • AI Summary with a next best action
  • Tasks and a calendar

Connect it to your tools

Send leads in from your own forms and tools to the lead API with an ingest key. Repeat a request with the same idempotency key within 24 hours and it is not processed twice. Manage ingest keys and webhook subscriptions in your workspace settings.

Lead and deal management shows what a request looks like, and sales pipeline management shows how to shape the stages.

Lead capture API

Send leads by API with an ingest key. A retry with the same idempotency key within 24 hours does not create a second lead.

How lead capture works →

Webhooks

Subscribe other systems to changes in your CRM.

Who sees what

Admins grant or revoke permissions for each role, and can give one person a direct grant. An audit log shows who changed what, and a recycle bin lets an admin restore deleted records for 60 days. Read about security.

For retail and wholesale teams

See how the same pipeline fits a team that sells to shops and dealers: CRM for retail and wholesale.

Built for how your industry sells

Plans for every stage of growth

See plans and prices →

Start with a free trial

The free trial lasts 30 days. See the plans and what each one includes on the pricing page.

30-day free trial · No credit card required

Learn more in the Help Center

How to manage your pipeline →How to create a quotation →How to read AI lead qualification →

Questions

What does the Sales CRM include?

A pipeline board with stages and win probability, contact and company records, products, tasks and a calendar, quotation PDFs from a deal, a dashboard and reports, and AI lead qualification on the lead data in your workspace.

Can I change the stages of my pipeline?

Yes. Stages, their order and their win probabilities belong to your workspace, and an admin can add more pipelines when the team works in more than one way.

How do I send a quotation?

Open the deal and generate the quotation PDF; it uses your company profile. Then email it to the customer from the deal or download it.

What happens when a deal is lost?

Moving a deal to a Lost stage asks you for a reason and details, so the reason stays on the deal and you can see later why it did not close.

How do I get leads in from my website or forms?

Use the lead API with an ingest key. Send a unique idempotency key with each lead and a retry within 24 hours will not create a duplicate.

Does the AI read my WhatsApp messages?

No. WhatsApp conversation sync is not available. AI lead qualification works from the lead data in your workspace: deal notes, fields and activity.

Who can see what?

An admin grants or revokes permissions for each role, and can give one person a direct grant. An audit log shows who changed what, and a recycle bin lets an admin restore deleted records for 60 days.

Is there a free trial, and what does it cost after?

There is a 30-day free trial. Plans and prices are on the pricing page, read live from the plans in the product.

See it on your own pipeline

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