Full sales pipeline — from first contact to signed contract.
Manage every client relationship from one place. Track companies, contacts, deals, and campaigns. Proposals go out as branded PDFs and come back as accepted contracts — automatically.
SUB-MODULES
A full company record with contacts, assets, activity timeline, and notes all in one view.
Kanban-style pipeline with drag-and-drop deal stages, probability weighting, and forecasting.
Capture leads from web forms, enrich them, and run targeted campaigns.
Build branded proposals with line items, terms, and e-signature — all from within the CRM.
Sales performance dashboards with pipeline health, win rates, and rep activity.
MODULE CONNECTIONS
Data flows between modules automatically — no manual exports, no copy-paste, no middleware.
Accepted proposal → auto-invoice
View module →Company record links to ticket history
View module →Deal won → project auto-created
View module →Contact data feeds health score model
View module →Contracts stored in document vault
View module →Meetings & follow-ups sync to calendar
View module →REAL-WORLD WORKFLOWS
From web form to paid invoice without touching five tools.
Visitor fills in web form → CRM lead created automatically
Sales rep qualifies lead → converts to a deal in the pipeline
Branded proposal built in CRM and sent to client portal
Client e-signs proposal → deal status flips to Won
Invoice generated from proposal line items, sent to client
Email campaigns that feed directly back into contact records.
Marketing campaign set up with target contact segment
Campaign emails dispatched with tracking pixels
Opens and clicks logged as activities on each contact record
Contacts who click are auto-tagged as hot leads for follow-up