Sales

Capture, qualify and close every deal

From first enquiry to signed contract — leads, pipeline, proposals and client handover in one connected sales workspace.

Starter+

Leads & capture

Every enquiry from Meta, your website, referrals and manual entry lands in one inbox — deduped, scored and routed before a rep can blink.

  • All Leads, Lead Inbox, My Leads and Unassigned queues
  • Lead 360 with timeline, scoring and activity history
  • Import, export, duplicate detection and merge
  • Assignment and scoring rules on arrival
Lead inbox
MMeta Lead Ads312
WWebsite forms148
!Unassigned12
Starter+

Contacts

A searchable directory with Contact 360 views — every call, email and deal linked to the person, not scattered across tools.

  • Contact directory with filters and saved views
  • Contact 360 with linked companies and deals
  • Import, export and duplicate management
Contact 360
Last call2d ago
Open deals3
Threads5
Starter+

Companies & accounts

Account-level rollups show total pipeline, open deals and every contact at a company — so reps sell to organizations, not isolated records.

  • Company directory and Company 360 views
  • Linked contacts, deals, activities and documents
  • Account rollups for pipeline and revenue
Account rollup
Open pipeline$95K
Contacts8
Won YTD$240K
Starter+

Pipeline & deals

A living board that moves deals New → Won with weighted forecasting, custom stages and Deal 360 context at every step.

  • Visual pipeline board with drag-and-drop stages
  • Pipeline and stage configuration with transition rules
  • All, My, Open, Won and Lost deal views
  • Deal 360 with products, services and lost reasons
Pipeline board
NNew$70K
PProposal$95K
WWon$52K
Business+

Proposals & quotations

Build branded proposals from templates, manage quotation versions and route discount approvals — without leaving the CRM.

  • Proposal builder with reusable templates
  • Quotation management and versioning
  • Approval workflows and discount approvals
Proposal builder
Draft4
Pending approval2
Sent this month18
Professional+

Clients & handover

Convert won deals into client records with a structured sales handover — so delivery teams inherit full context from day one.

  • Client directory and Client 360 views
  • Linked contacts, deals and documents
  • Sales handover workflow to delivery teams
Client handover
Active clients64
Handovers pending3
Documents128

Related integrations

Connect the channels and sources that power sales.

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Core sales features available from Starter plans and above.

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