Leads, accounts, opportunities and a full sales pipeline — connected directly to invoicing, so a won deal turns into a sales order without re-typing a thing.
Capture leads, move them through a visual pipeline, and never lose track of a deal.
One record per customer account, linked straight through to invoices and payments.
Track deal value, stage and probability, with a straight line to the sales order once won.
Log calls, meetings and tasks against a lead or account, and run campaigns to fill the pipeline.
Assign leads and accounts by team or territory so ownership is always clear.
Pipeline value, conversion rates and campaign performance, without leaving the platform.
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