CRM

Most CRMs stop at the pipeline. This one keeps going: the customer you sell to is the same one you invoice and collect from, in one shared record.

If your leads live in a salesperson's notebook, your quotes in a spreadsheet, and your customer list in the billing tool, no one has the full picture. Deals slip because no one followed up, and customers get re-onboarded because two teams didn't know they already existed. CRM puts leads, opportunities, and customers in one place, so every open deal has an owner and a next step.

What you can do

• Track deals on a pipeline board. See every opportunity by stage, and move it forward as it qualifies, gets quoted, and closes.
• Keep one customer record. A single customer is shared across sales, invoicing, and receivables, so the contact and payment terms stay consistent everywhere.
• Turn a won deal into an order. Close an opportunity and it moves straight into a sales order, with no retyping.
• See where each deal stands. Every opportunity shows its stage, value, and owner, so you know what's closing and what's stalled.

How it works

A lead comes in, becomes an opportunity, moves through your pipeline stages, and when it's won, becomes a sales order. The customer record created here is the same one used when you invoice and collect, so sales and finance always agree on who the customer is.