Sales CRM Software

Manage sales from leads to deals to contract wins. The seamless sales system enables you and your team to be able to track every stage of the sale, including detailed notes on each deal, sales forecasts and a built in email template system with the ability to attach documents.

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Sales Management Dashboard

Leads, deals, tasks and sales performance.

Manage you sales process better with an easy to use admin system.



Sales Leads

Add leads manually or directly from a form on your website. Qualify leads then turn them into deals.

Deal Stages and Kandan Board

Visualise the deal pipeline with deal stages on a kanban board. Deals can also be viewed as a list.

Deal information and Tracking

Keep up to date on deals with notes, by logging emails, phone calls and meetings.

Task Management and Reminders

Create, manage and prioritise tasks to keep on top of your deals.

Sales Performance

Track the sales performance for individuals and a team. Deal success is based on likelihood not percentages



Leads, Deals, Kanban Board, Tasks and Sales Performance

Manage the entire sales process from lead, to deal to contract won.
Assign tasks to deals and contacts, view sales performance from previous months as well as projected sales for this month and next.


  • Manage leads and convert to deals.
  • Manage deals to win more contracts.
  • Log calls, emails, meetings and notes on deals.
  • Create and manage tasks.
  • Send emails to contacts with templates and attach stored documents.
  • View sales performance for you and your team.

Sales CRM.


Features Freelancer Pro Business Business Pro
Deal Management
Lead Management
Task Management
Contacts CRM
Sales Email Templates
Embedded Lead Forms Branded*
Actions on Status Changes
Sales Email Documents 1 10 20 Unlimited

Pricing.


All prices exclude VAT which will be added Free £10/m £99/y £25/m £249/y £50/m £499/y
1 user 2 Users 5 Users 10 Users

Book a Demo.

To find out more and discuss how we can help test and train your staff contact us to book a demo.

Book a Demo