CRM & Sales — From first contact to closed deal, on one board

Capture a lead the moment you hear about it, move it through a real sales pipeline, and turn it into a quotation and sales order without losing context, attachments or history along the way.

Every deal shows its stage, value and win probability at a glance — so forecasting is a live view of the board, not a spreadsheet someone updates once a week.

• Lead capture with contact, company & source tracking
• Drag-and-drop sales pipeline by stage
• Win probability & weighted forecast
• Quotations the customer can review and accept online
• One-click conversion to sales order and delivery
• Pro forma invoice with the order acknowledgment, so customers can pay an advance
• A full page per sales order showing every linked document
• Shipping documents including Certificate of Conformity (COC) with lot and serial traceability