en
Sales and pipeline
No enquiry gets lost: it lands in the system and is given an owner automatically.
You collect leads from the website form, email, an online shop, the chat widget and messaging channels, and the owner is assigned by your rule — round-robin through the pipeline or by a field value. Deal lines show cost as well as price, so the system calculates the margin instead of someone guessing it.
What it covers
- Several pipelines with stages, a kanban board and list views
- Automatic assignment: round-robin through the pipeline or field-based rules
- You collect leads from the website form, email, an online shop and messaging channels
- One action converts a lead into a company, a contact and a deal
- Deal lines, cost lines, margin and profitability
- Commercial quotes as PDF in several languages, with a choice of variants
- You place supplier orders straight from the deal
- Calendar and activities with two-way Google and Microsoft 365 sync
Who it suits best
Industries for which this area is one of the main reasons to choose the system.
- Car sales and rental The system posts the listing to Autoplius and Autogidas itself, and reminds you when a roadworthiness test or insurance policy is about to expire — no need to track it in a calendar.
- Trade and manufacturing As you write up a sale, the same line shows the stock level, the price and the price list assigned to that customer — no need to check another window.
What it connects to
The connectors that change the most for this area. Each one is switched on in the settings.
How are enquiries collected from the website?
The website form sends the data straight into the system, and the enquiry immediately becomes a lead with an owner. No middleware and no retyping.
How is it decided who gets a new enquiry?
By your rules. Each pipeline has its own circle of sales people, and field rules ("if area = X, assign to Y") take priority over the rotation.
Will I see the profitability of each deal?
You will. A deal carries cost lines alongside the sales lines, so the margin shows up on the record and in reports.
Can we have several different pipelines?
You can — each with its own stages and its own team of reps. That's common when new sales and renewals follow different paths.
Other areas
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