Leads that score themselves
Each lead gets a score from 0 to 100 with the reasons behind it, and views for what is due today, late, unscheduled or unassigned.
SalesCRM
Leads, accounts, deals and quotes — with a price list behind them.
Work every enquiry from first contact to won or lost, on the same records your orders, invoices and projects already use.
New
Qualified
Proposal
Negotiation
The pipeline
Deals you move by stage
Every move is logged with the days spent in the stage, lost deals keep their reason, and the forecast is weighted by where each deal stands.
- New10% probability
- Qualified25% probability
- Proposal50% probability
- Negotiation75% probability
- WonClosed
- LostClosed, with a reason
The stages and probabilities of the default Sales pipeline.
What it does
From the first enquiry to a signed quote
Duplicates caught early
Matching email, phone, or surname and company flags a possible duplicate before it spreads. Merge by hand when they are the same person.
Converted in one step
A qualified lead becomes an account, a contact and, if you want, a deal — in one go, reusing the account if it already exists.
Quotes from the deal
Numbered quotes with tax and discount per line, frozen once sent. Revising makes a new draft, and the PDF is filed in Drive.
Leads from everywhere
Website forms, Meta lead forms, CSV imports with a preview, and marketing hand-overs — every delivery logged as created, duplicate or refused.
Customer 360
An account shows its contacts, projects, tasks, meetings and quotes as they are now, read live from the apps that own them.
Access
Who sees which leads is a permission, not a habit
- Own records or all records, per person
- Each company’s leads kept to that company
- Settings and the price list under their own permission
More in Sales
All 43 appsOrdersOrder management across every channel you sell on — the largest module in the suite.Point of SaleA counter application with its own tills, registers and cash drawers.SubscriptionsCustomers on a plan rather than a one-off sale.ContactsThe people behind the companies you deal with.TendersBidding work: the pipeline, the documents and who approved the submission.
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