Lead inbox
Collect, assign and work new enquiries before they become customer records.
Track source, status, owner and follow-up, with duplicate-aware conversion into contacts, companies and deals.
Move from enquiry to opportunity
Leads and sales.
Capture interest, qualify it, follow up on time and move real opportunities through a visible pipeline.
What you can do
What your team can do here.
Lead scoring and qualification
Use explainable scoring and reviewable qualification rather than a mysterious ranking.
See why a lead is prioritised and keep qualification decisions connected to the record.
Lead response SLA
Measure first-response deadlines and keep overdue follow-up visible.
Configure qualification policies and review team response performance where the plan permits.
Sales pipeline
Move opportunities across configurable stages with value and customer context in view.
Work with multiple pipelines, deal owners, dates and linked activity; open a deal directly from the board.
Sales sequences
Guide repeated follow-up across leads and contacts.
Create internal tasks and saved communication drafts while keeping the sequence and its enrolments reviewable.
Sales forecasting
See weighted expected revenue by month, quarter or year.
Use forecast categories, probabilities, targets and opportunity risk; higher-tier governance adds manager and quota controls.
Does lead conversion create duplicates?
Conversion checks existing relationships and supports a deliberate, duplicate-aware path into the core CRM.
Can we adapt our sales stages?
Yes. Workspace customisation includes pipeline configuration; availability depends on your plan and permissions.
Keep exploring
See the rest of the platform.
Get started
See your customer work in one place.
Start with the core CRM for free, then add the tools your team needs.