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Sales and pipeline

No enquiry gets lost: it lands in the system and is given an owner automatically.

Part of the chain

  • Capture
  • Sell
  • Deliver
  • Get paid

Enquiries are collected from the website form, email, the online shop, the chat widget and messaging channels, and an owner is assigned by your rule — round robin across the pipeline or based on a field value. Deal lines show not only the price but also the cost, so the margin is calculated rather than guessed.

What it covers

  • Several pipelines with stages, a kanban board and list views
  • Automatic assignment: round robin across the pipeline, or rules based on fields
  • Enquiries collected from the website form, email, the online shop and messaging channels
  • Conversion into a company, a contact and a deal in one action
  • Deal lines, cost lines, margin and profitability
  • Quotes as PDFs in several languages, with selectable options
  • Purchase orders to suppliers straight from the deal
  • A 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.

What it connects to

The connectors that change the most for this area. Each one is switched on in the settings.

Microsoft 365 Email, calendar, files and in-browser document editing — over a single OAuth connection. Google Workspace Two-way Gmail and Google Calendar sync over OAuth, with a status page. Autoplius Listing export from the deal record: photos, make, model, features, price, leasing calculator and contacts.
All integrations

FAQ

Questions about this area

Did not find your answer? Ask us

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?

Yes. A deal carries cost lines as well as sales lines, so the margin is visible on the record and in reports.

Can we have several different pipelines?

Yes — each with its own stages and its own circle of sales people. That is common when new business and renewals follow different paths.

Other areas

Documents and e-signature A contract is signed with Smart-ID in a few minutes, straight from the customer record. Customers and contacts You type in the name and the company details fill themselves in. Before the deal you can see whether the partner is reliable. Company database Before you call you can see whether the company is growing or shrinking — not just how many people it employs today. Shared inbox The customer wrote on Messenger and a colleague replied by email — the history is still one thread, and nobody answers twice.
All features

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