CRM & Sales
Every lead followed up, every sale billed.
Leads, follow-ups and meetings, then quotes and orders that turn into invoices. Nothing a sale needs is typed twice.
One of the app groups you can pick in any plan. Build your plan
Quote QT-0021 emailed to Granite Builders
What is in it
Leads & pipeline
Capture leads, move them through your own stages, and see what is stuck.
Quotes & orders
Priced quotes emailed as a PDF from your own address; an accepted quote becomes an order, and a fulfilled order its invoice.
Product catalog
Products and services with categories, prices, units and tax, added to any quote or order in one click.
Clients
One record per client with contacts, history, projects and invoices together.
Follow-ups & meetings
Due and overdue follow-ups with reminders, and meetings that sync to Google or Microsoft calendars.
Bulk import
Bring leads in from a spreadsheet, check the preview, then import.
How it goes
- 1Capture a lead and follow it up
- 2Move it through your stages
- 3Send a quote as a branded PDF
- 4An accepted quote becomes an order
- 5A fulfilled order drafts its invoice
- Quotes are emailed from your own address
- Import leads from a spreadsheet with a preview first
- Meetings sync to Google or Microsoft calendars
Who leans on it
Agencies and studios
Clients, projects, timesheets and billing for creative, marketing and consulting teams.
See the industryClinics and wellness centres
Patients, visits, treatment plans, staff shifts and billing.
See the industryDistributors and retailers
Stock, warehouses, purchase orders, sales orders and invoices for businesses that sell goods.
See the industry
Other apps
Try CRM & Sales on a demo
A private copy with a sample company, ready in seconds. Then tell us how you work and we set it up within 24 hours.