Sales
An advanced sales management system. Guide a customer from first contact to payment, automate the routine, and see a real-time revenue forecast.
What the module does
Kanban pipeline
Drag deals between stages — the history of every change is saved automatically.
Automatic lead-warmth scoring
The system tells you how ready a lead is to buy.
Reminders for the agent
The CRM reminds you about the next step and about deals that haven't been updated in a while.
Revenue forecast
How much you'll close this period — factoring in stages and conversion.
Quotes
Send a quote to the customer by email or right in the chat — from a template.
Rule-based automation
The owner changed — a notification to the new agent; the amount changed — a notification to the manager.
Deal cancellation reason
Record why deals fall through — and remove the weak spots.