A pipeline that ends in the same ledger.
Leads, prospects, opportunities, and campaigns sitting on the same records as the orders they become. There is no sync between a CRM and an ERP here, because there are not two systems — a won opportunity becomes a quotation against a customer that already exists.
6 feature areas·14 record types·No CRM-to-ERP sync
What is inside the CRM module.
Six areas, from the first unqualified enquiry to the order it becomes. Every conversation is stored against the record it was about, not in a mailbox.
Leads and prospects
The top of the funnel, before anybody is a customer.
Lead record
Person and organisation on one record, with source, status, territory, industry, market segment, and an owner, and named lead sources you can report conversion by.
Duplicate control
Duplication on the same email address blocked or permitted as a company setting, so the same enquiry does not sit with three people.
Prospects
An organisation grouping several leads and contacts, for the accounts where the enquiry is never one person.
Conversion
A lead becomes a customer with its contact and address carried across, and the opportunity, quotation, and order all remain linked back to it.
Contacts and addresses
Shared records used by leads, customers, and suppliers alike, so a contact who changes employer is not re-entered.
Communication on the record
Emails, calls, and notes threaded against the lead or opportunity, with incoming replies matched back automatically.
Opportunities
Qualified demand, with a value and a date on it.
Opportunity record
Against a lead, a prospect, or a customer, with type, source, sales stage, probability, expected closing date, and an owner.
Items and value
The items being discussed with quantities and rates, so the opportunity amount is built from something rather than guessed.
Sales stages
Named stages with their own probability, which is what makes a weighted pipeline meaningful rather than decorative.
Quotation from opportunity
The quotation is created from the opportunity with items carried, and the link between them stays for conversion reporting.
Lost with a reason
Named lost reasons and competitors recorded on close, which is the only way a win-rate report tells you anything useful.
Automatic closing
Opportunities with no activity for a number of days you set are closed automatically, so the pipeline is not padded by neglect.
First response time
Measured from creation to the first outbound communication, per owner and per source.
Campaigns and outreach
Reaching people at scale, and knowing which effort produced which order.
Campaigns
A named campaign carried on leads, opportunities, quotations, and orders, so revenue can be read back to the effort that caused it.
Email campaigns
Scheduled sequences against a recipient list with their own templates, sent on a defined start date and cadence.
Newsletters and email groups
Subscriber groups with confirmation and unsubscribe handled, and sends recorded against the contact.
Campaign efficiency
Leads, opportunities, quotations, and orders per campaign, side by side, rather than a click-through figure with no revenue behind it.
Web enquiry forms
A form on the website that creates a lead directly, with its source and campaign already set.
Meetings and commitments
The things a pipeline actually runs on.
Appointments
Bookable slots with availability windows per day, a duration, and confirmation to both sides, creating a calendar event and a lead where none exists.
Call logs
Inbound and outbound calls recorded against the contact, with duration, outcome, and a note, and integrated with a telephony provider where one is connected.
Contracts
A contract record with a party, a start and end date, fulfilment terms, and a signature, so the agreement is a record rather than a PDF somewhere.
Contract templates
Standard terms stored once, with the fulfilment checklist carried onto every contract raised from them.
Task and event assignment
Anything assignable to a person with a due date, appearing on their list rather than in a message they will lose.
Targets and territory
How the pipeline is divided, and what each part is expected to produce.
Territory tree
A hierarchy carried on leads, customers, and orders, so a regional number is a node rather than a filter.
Sales person tree
A reporting structure where a manager's number is the roll-up of their people, not a separately maintained figure.
Targets by item group and period
Set per sales person and per territory, distributed across the year by a named monthly pattern.
Variance against target
Actual against target by person, territory, and period, read from the orders themselves.
Ownership and assignment rules
New leads assigned by territory, source, or round robin, so nothing sits unowned.
Where the agents sit
The pipeline work that is triage, chasing, and preparation.
Enquiry triage
An arriving enquiry matched against existing customers and prospects, enriched, scored, and assigned by rule rather than by who saw it first.
Follow-up watch
Opportunities with no activity against their stage and expected close date surfaced to their owner before they go quiet.
Meeting preparation
The account's open orders, outstanding balance, support tickets, and last conversations gathered into a briefing before the call.
Pipeline hygiene
Stale expected close dates, missing values, and unqualified stages flagged, so the forecast is arguing from clean data.
Limits and approval
An agent may draft and prompt. Sending outbound on your behalf and committing a price are gated to a named person.
One pass through crm, end to end.
- 01
Capture
An enquiry arrives from a web form, a campaign, a call, or an import. Duplicates are caught on email, ownership is assigned by rule, and the source is recorded.
- 02
Qualify
The lead becomes an opportunity with items, a value, a stage, and an expected close date — and every email and call on it threads onto the record.
- 03
Propose
A quotation is raised from the opportunity, priced from the customer's list with the applicable rules, and revised as many times as the negotiation takes.
- 04
Convert
Won becomes a sales order against a customer that now exists, with the campaign, source, and sales team carried through to the revenue it produces.
The switches that decide how it behaves here
- Duplicate leads on same email
- Blocked, or permitted
- Auto-create contact on lead
- On, so the contact exists before conversion
- Close opportunity after days
- A number of inactive days, then closed automatically
- Campaign naming
- By campaign name, or by a numbered series
- Carry forward communication
- History moves with the record on conversion
- Lead assignment
- By territory, by source, or round robin
- Appointment availability
- Slots and windows per day, per agent
- Telephony
- Connected provider logging calls against contacts
Every document this module keeps.
Lead
An unqualified enquiry, with source, status, territory, and owner.
Prospect
An organisation grouping several leads and contacts.
Opportunity
Qualified demand with items, stage, probability, and a close date.
Quotation
The priced offer the opportunity becomes.
Customer
What a converted lead becomes, carrying its history with it.
Contact / Address
Shared records used by leads, customers, and suppliers alike.
Campaign
A named effort carried through to the orders it produced.
Email Campaign
A scheduled sequence against a recipient list.
Lead Source
Named sources, so conversion can be read by where it came from.
Sales Stage
A named stage with its own probability, driving the weighted pipeline.
Appointment
A booked slot with availability rules and confirmation.
Call Log
An inbound or outbound call against a contact, with outcome.
Contract
A party, dates, fulfilment terms, and a signature.
Sales Person / Territory
The two trees targets and reporting are built on.
Reports that ship with it, not ones you commission.
- Sales Pipeline Analytics
- Weighted value by stage, owner, territory, and expected close.
- Sales Funnel
- Lead to opportunity to quotation to order, with drop-off at each step.
- Lead Details
- Every lead with source, status, owner, and territory.
- Opportunity Summary by Sales Stage
- Count and value at each stage, by owner or territory.
- Lost Opportunity
- Lost value by reason and by named competitor.
- First Response Time for Opportunity
- How long the first reply took, by owner and source.
- Campaign Efficiency
- Leads, opportunities, and orders produced per campaign.
- Lead Owner Efficiency
- Conversion rate by owner across a period.
- Prospects Engaged But Not Converted
- Accounts with activity and no order behind it.
- Territory-wise Sales
- Target against actual by territory and item group.
- Inactive Customers
- Who has stopped buying, ranked by former value.
- Quotation Trends
- Volume, value, and conversion by period.
Next step