The sales CRM that takes a lead from first message to paid
Contacts that tell you who to chase today, a pipeline that moves itself, branded quotes your customers pay online, and reports that show what is actually closing. On every plan.
What is Reach360 Sales?
Reach360 Sales is the core CRM module of Reach360 CRM: contacts and companies, a deals pipeline, quotes with online payment, a product catalog, sales reports and the Copilot, all on one customer record. It is built for small sales and service teams that sell on WhatsApp, email and the web, and it is included in every plan.
A contact list that tells you who to chase today
Most CRMs store contacts. Reach360 turns the list into a work queue: each row shows the next step, when it is due and how long since anyone last touched the relationship.
- Next Step column shows each contact's earliest open task, red when overdue, amber when due today
- Last Activity column and one-click filters: Overdue tasks · No next step · Inactive 90+ days
- Engagement score and health status on every contact: Healthy, Cooling, At risk, Inactive, from real touches only
- Opening a record shows the Next banner, the stage journey, deal money won and open, and Deals, Quotes and Contracts tabs
- A Next Follow-up Date on a contact creates a high-priority task 30 days before it, automatically
A pipeline that updates itself
See every deal as a table or a Kanban board, and let quotes and payments move the stages for you, so the pipeline is never out of date.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 owner and close date
- Configurable stages, drag between them on the board, All vs. My Deals
- Deals auto-advance as quotes are created, published and paid
- A won deal marks the contact a Customer; an established customer is never downgraded by a later lost deal
- Deal activity log on every deal; filter by company, stage, owner or date
Qualified4
Proposal3
Closed Won6
Quote, get paid, close, 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: pick the contact and deal, then line items with quantity, UOM, per-line currency and discounts
- Quote Designer: Modern, Classic or Compact layouts with your logo, colours, footer terms, bank details and TRN
- Workspace VAT default or a per-quote override; totals calculated for you
- A Stripe payment link per quote, embedded in the PDF; payments land in your own Stripe account
- When the customer pays, the quote flips to Paid and the deal moves to Closed Won
On Growth and Premium the AI assistant can also prepare and email a quote from a website or WhatsApp conversation, after a person approves it.
See the full quote-to-cash flowKnow what is closing before the month ends
Every number is live from your own records. No sample data, no exports to a spreadsheet to find out how the quarter is going.
- Sales Dashboard: win rate, average deal value, weighted pipeline and a conversion funnel
- Per-stage Pipeline Forecast weighted by each stage's win probability, which you set once in Settings
- Sales Reports: won deals and won revenue by period and by owner, with a detail table
- Admins filter by user; everyone else sees what their role allows
- The Copilot morning brief on the main Dashboard lists what changed, what to do and what is at risk, each line linked to the record
Turn a won deal into a year of service
For maintenance, pest-control, HVAC and facilities companies the annual contract is the business. Convert the deal in a click and let the visits schedule themselves.
- Convert a won deal into a contract with client, value and dates pre-filled
- Type, status, service level, billing cycle, auto-renew flag and terms on every contract
- Set the visit cadence once; recurring jobs land on the Scheduler
- Expiring-soon list, total active value and automatic renewal follow-up tasks
- Branded contract PDF export with configurable field visibility
Contracts and AMC agreements, the Scheduler and Service Teams are on the Growth plan and above.
How recurring-service teams use Reach360How it works
From a new lead to a paid deal
The whole sequence happens on one contact record, with the pipeline and the contact's stage updated for you at every step.
Lead arrives
From WhatsApp, the website assistant, a form, the Sales Inbox or a CSV import. A contact is created with a source and an owner.
Qualify and follow up
Log the call or WhatsApp, set the next step. The Next Step column and the Copilot keep it in front of you.
Quote with a pay link
Build the branded quote from your catalog and share the PDF with its Stripe link.
Paid and Closed Won
The customer pays, the deal closes itself and the contact becomes a Customer. Convert to a contract on Growth.
The rest of the sales toolkit
Built for daily selling
The CRM core your sales team works in every day, all on every plan.
CSV and Excel import
Header mapping, duplicate detection and a preview before anything is saved, straight into a new or existing list.
Companies
Auto-generated codes, linked contacts, industry, employee count and TRN on every company.
Product catalog
SKU, UOM, price, currency and type; products drop straight into quote line items.
Tasks & activities
Tasks with type, due date and priority, an overdue badge on every screen, optional Google Calendar sync.
Multi-currency and VAT
Deals and quote lines in the currency you sell in, VAT and TRN on documents, built for how UAE teams invoice.
Reach360 Copilot
“What should I do next?” ranks your follow-ups. “Create a deal for Ahmed, AED 12,000, closing Friday” previews it for one-click confirm.
What needs which plan
Included in your plan
| Capability | Starter | Growth | Premium |
|---|---|---|---|
| Contacts & companies, CSV import, bulk actions | Included | Included | Included |
| Deals pipeline: table and Kanban board | Included | Included | Included |
| Quotes, Quote Designer, Stripe pay-online links | Included | Included | Included |
| Product catalog | Included | Included | Included |
| Sales Dashboard, Sales Reports, tasks | Included | Included | Included |
| Reach360 Copilot (Ask and Do modes) | Included | Included | Included |
| Contracts & AMC agreements | — | Included | Included |
| Contact limit | 1,000 | 5,000 | 10,000 |
Every plan starts with a 14-day free trial, no card needed. Full table on the pricing page.
Who it is for
Built for teams that quote, then deliver
Reach360 Sales is the same for every industry. These guides show how teams that sell over WhatsApp use it day to day.
HVAC & AC maintenance
Site survey to AMC: quote the install, schedule the service visits, renew on time.
Read morePest control
Treatment quotes with a pay link, recurring visits on the scheduler, renewals before they lapse.
Read moreReplace a stack of tools
One record instead of a spreadsheet, a quoting tool, a payment link app and a WhatsApp phone.
Read moreFrequently asked questions
What is included in Reach360 Sales?
Contacts and companies with CSV import and bulk actions, a deals pipeline in table or Kanban view, a guided quote wizard with branded PDF templates and Stripe pay-online links, a product catalog, a Sales Dashboard with win rate, average deal value, weighted pipeline and a per-stage forecast, Sales Reports, tasks, and the Reach360 Copilot. Contracts and AMC agreements are added on the Growth plan.
Is the sales CRM on every plan?
Yes. Contacts, companies, pipeline, quotes, the quote designer, products, reports, dashboards and the Copilot are on Starter, Growth and Premium, and on the 14-day free trial. Contracts and AMC agreements need Growth or Premium. Plan limits differ: 1,000 contacts on Starter, 5,000 on Growth and 10,000 on Premium.
Can customers pay a quote online?
Yes. Each quote can carry a Stripe payment link, embedded in the branded PDF. The customer pays by card, the quote flips to Paid and the linked deal moves itself to Closed Won. Payments go to your own Stripe account; Stripe's processing fee applies.
How does Reach360 help with follow-ups?
Every contact row shows a Next Step column with the earliest open task, red when overdue, and a Last Activity column. One-click filters turn the list into a work queue: Overdue tasks, No next step and Inactive 90+ days. Each contact also carries an engagement score and a health status, Healthy, Cooling, At risk or Inactive, worked out from real touches such as calls, WhatsApp, emails, notes and quotes.
Can I import my contacts from a spreadsheet?
Yes. Upload a CSV or Excel file, map the headers, review duplicates in a preview and import straight into a new or existing list. Bulk actions then let you assign owners or change lead and lifecycle stages for many contacts at once.
Does the pipeline update itself?
Deals move stages automatically as quotes are created, published and paid, and a paid quote moves the deal to Closed Won. Deal outcomes also sync to the contact: a won deal marks the contact a Customer, and an established customer is never downgraded by a later lost deal.
Does Reach360 Sales work with WhatsApp?
The sales record is the same record the WhatsApp inbox and the AI assistant write to, so every chat, quote and visit sits on one contact. The WhatsApp inbox and WhatsApp AI are part of the Growth plan; the website AI assistant is on every plan.
See your pipeline run itself
Start free, import your contacts, and send your first pay-online quote in minutes. Or book the free 20-minute setup call and we do it with you.
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