Sales & leads
Manage deals, quotes, invoices, and contracts alongside your company and contact records.
Pipeline and client records
Track deal stages, owners, expected close dates and stage probabilities. Link deals to company and contact records.
- Kanban pipeline with stage probabilities and expected close dates
- Deals linked to companies, contacts, and activity timeline
- Quotes linked to client records and configured approval thresholds
Quotes and invoices
Prepare quotes, record client acceptance and create related invoices. Online invoice payments require a connected Stripe account. Contracts and their dates stay with the client record.
Features
- Pipeline module with stages, owners, and forecast rollups
- Quote templates, line items, and client acceptance via portal
- Invoices, credit notes, and Stripe Connect payments per workspace
- Configured approval thresholds for quotes and invoices before sending
- Authorized client access to quotes, invoices and contracts
- Shared inbox and linked company/contact records
- Pipeline and finance reports
- Scoped API access and outgoing webhooks