A pipeline your whole team can see

From first lead to signed order, track every conversation, quotation, and follow-up in one place, no side spreadsheet required.

Lead to cash Quotations Pipeline view
Get Started See capabilities
Sales team in a meeting reviewing a laptop
Capabilities

What's included

Everything below runs on the same system as the rest of the platform, no separate module to license or maintain.

Leads & opportunities

Capture leads from web forms or email, qualify them into opportunities, and track probability and expected close date.

Quotations & sales orders

Turn an opportunity into a quotation in a click, and convert accepted quotes straight into sales orders and invoices.

Customer 360 view

See every quotation, order, invoice, and support ticket for a customer on one timeline, no switching between apps.

Email integration

Send and receive customer email straight from the record, so the conversation history stays attached to the deal.

Colleagues collaborating around a laptop in an office
Sales & CRM

From quote to cash, without the handoff gaps

Because sales orders, delivery notes, and invoices share the same data model as the rest of the platform, nothing gets lost in translation between sales, warehouse, and finance.

Ready to get started with Sales & CRM?

Set up your organization and start running sales & crm on one platform.

Get Started