CRM

Capture leads, move deals through your pipeline, log calls and follow-ups, and turn won deals into customers.

• Add a leadRecord a new enquiry with its deal value, source and follow-up date, so it shows up in your pipeline and reminders.
• Move deals through the pipelineSee every open deal by stage on a Kanban board, drag leads forward as they progress and keep an eye on the value in each stage.
• Log calls, meetings and notes on a leadKeep a full history of every conversation with a lead, plan the next tasks and move the deal along — all from the lead's page.
• Stay on top of follow-upsSee which open leads are due for a call today, which you've missed and what's coming up — and tick them off as you go.
• Convert a lead into a customer or quotationWhen a deal is agreed, turn the lead into a customer in one step — and, if you like, start their quotation straight away.
• Manage contactsKeep one directory of everyone you do business with — people added by hand and leads you've won.
• Capture leads with a web formBuild a form that people fill in on your website, social bio or ads — every submission creates or updates a lead automatically.
• Automate follow-up workCreate rules that add tasks, notes and notifications, send emails, assign leads or change stages automatically when leads are created, change stage or go quiet.
• Track sales on the CRM dashboard and analyticsSee your pipeline value, win rate and follow-ups at a glance, dig into conversion and sources, and review everything that changed.
• Set up pipelines, sources and templatesShape the CRM to how you sell — your own stages and pipelines, lead sources and categories, and reusable email and WhatsApp messages.

See what CRM can do on the product page. Automating it? Use the CRM API.