Features
From first contact to a configurable sales pipeline
Leads convert into contacts and deals, moving through stages that match your process.
A lead enters CRM with its source, territory, and job title on record, and converts into a contact and organisation once the relationship is real. Deals move through a configurable pipeline — stages set to match how your team actually sells, not a fixed generic funnel — with multiple contacts linkable to a single deal when a sale involves more than one decision-maker.
- Lead capture with source & territory
- Lead-to-contact conversion
- Configurable pipeline stages
- Multiple contacts per deal
- Lost-reason tracking
- 1Lead capture and conversion
- 2A configurable sales pipeline
- 3Lost-reason tracking
Lead capture and conversion
Capture a lead with contact details, source, industry, territory, and job title, then convert it into a contact and organisation once the relationship moves from prospect to real conversation — with the lead's original detail carried forward, not lost in the handoff.
A configurable sales pipeline
Deals move through pipeline stages you configure to match your actual sales process, rather than being forced into a generic funnel. Multiple contacts can be linked to one deal, reflecting the reality that a sale often involves more than one decision-maker.
Lost-reason tracking
When a deal is lost, record why — the reason attaches to the deal record, building a real picture over time of where deals fall through, instead of losing that insight the moment a deal closes as lost.