C CRMit
Log in Book a demo
← All features Sales & CRM · Leads & pipeline

Turn enquiries into won work

A visual pipeline that shows every lead and opportunity at a glance — so nothing goes cold, and your team always knows the next move.

Book a demo See pricing
● Visual pipeline

See your whole sales picture

Drag deals through your stages, see the total value of what’s in play, and instantly spot what needs attention today.

  • ✓ Drag-and-drop board with custom stages
  • ✓ Lead & opportunity value, owner and priority
  • ✓ Live pipeline value & win-rate at the top
  • ✓ Filter by owner, source, type or status
Sales pipeline board
What’s inside

From first enquiry to signed deal

🎯

Capture every lead

From web forms, calls, emails and walk-ins — nothing slips through the cracks.

📈

Opportunities

Track bigger deals with value, type, priority and expected close.

⏰

Tasks & reminders

Schedule follow-ups so a hot lead never goes quiet.

📝

Notes & activity

Every call, note and change logged on the lead’s timeline.

⚡

Automated nudges

Auto-assign, chase and move deals with no-code workflows.

📊

Source reporting

See which channels bring the leads that actually convert.

● Win & convert

One click from “won” to invoiced

When a deal lands, turn it straight into a customer, a quote or a job — no re-typing, no double entry.

  • ✓ Convert a won lead into a customer instantly
  • ✓ Spin up a quote or job from the opportunity
  • ✓ Keep the full sales history attached forever
Convert won deal
Better together

Works seamlessly with

📄

Quotes →

Send a winning quote the moment a lead heats up.
👤

Customers →

Convert won deals into full customer records.
⚡

Automations →

Auto-chase and route leads while you work.

Stop letting leads go cold

Book a demo and see your pipeline working the way your team sells.

Book a demo Explore more features