CRM
Sales & Customer CRM
A CRM that tracks opportunities by stage, prepares quotes and shows follow-up reminders. The pipeline and expected revenue update instantly.
Suited to: Service and B2B companies selling with quotes
Sample data only. No real payments, no real customer data, no connection to live systems.
What you can try
- Opportunity board: move deals between stages
- Customer card, notes and call history
- Quote builder with line items and totals
- Follow-up tasks and overdue items
- Pipeline report: count and value per stage
Screenshots
Adapt this system to your business
Every screen here can be reshaped around your process, roles and integrations. Tell us how you work; we'll propose a scope, timeline and budget range.