From first message to paid β your whole pipeline
Track contacts, move deals through a pipeline you control, build branded quotes, and take payment online β with the deal closing itself the moment the customer pays.
A pipeline that updates itself
See every deal as a table or a Kanban board β and let quotes and payments move the stages for you, so the pipeline is never out of date.
- Deals linked to a contact and company, multi-currency, with owners
- Configurable stages in both table and Kanban board views
- Deals auto-advance as quotes are created, published and paid
- Filter by company, stage, owner or date β βAll vs. My Dealsβ
Qualified4
Proposal3
Closed Won6
Quote, get paid, close β in one flow
Build a quote from your catalog with VAT and discounts, brand it your way, and share a pay-online link. The rest happens on its own.
- Guided wizard with line items, UOM, per-line currency and discounts
- Branded PDF designer β Modern, Classic or Compact, with your logo
- A Stripe payment link per quote, generated in a click
- When the customer pays, the deal auto-moves to Closed-Won
The rest of the sales toolkit
Built for daily selling
The CRM core your sales team works in every day.
Contacts & companies
Rich records, CSV import with dedup, bulk actions and an activity timeline.
Companies
Auto-generated codes, linked contacts, industry and employee count.
Product catalog
SKU, UOM, price and currency products that drop into quote line items.
Deal-to-contract
Turn a won deal into a service contract in one click β pre-filled.
Sales dashboard
Win rate, average deal value, weighted forecast and closed-won revenue.
Reporting
Live metrics, filterable by period, owner and date β no spreadsheets.
See your pipeline run itself
Start free, connect your catalog, and send your first pay-online quote in minutes.
14-day free trial Β· cancel anytime