The CRM dashboard tracks active customers, pending tasks, monthly sales and invoicing at a glance — with a leads funnel that shows conversion from awareness to purchase.
Manage your full customer base with statuses, accounting codes, payment methods and assigned sales executives. Powerful filters find any account in seconds.
Capture leads, assign them to sales executives and follow them through every stage — Awareness, Interest, Evaluation, Purchase — with clear status badges and full history.
Create priced quotations linked to companies and leads, track them through New, Revised, Finalised and Won, and keep every description and follow-up in one place.
Tasks carry priorities, due dates, assignees and related entities. Work from a personal kanban board or the team-wide list, and standardise recurring work with task templates.
Core CRM base plan — customers, contacts, tasks, projects and campaigns.
