Sales
CRM
Leads, pipelines, activities, scoring and a customer 360 view
Wave 1Migrated from Thexsys Legal
Capabilities
- Leads
- pipelines
- activities
- scoring
- a customer 360 view
What it does
The work CRM takes off your desk on an ordinary day.
01
Drag-and-drop pipeline with win probability per stage
02
Calls, meetings, WhatsApp and tasks with reminders
03
One click from won opportunity to customer and quote
04
Copilot: find leads, summarise the pipeline, log activities
Installs with
These apps are installed automatically because CRM builds on them.
Required by
Included in these industries
- Real Estate AgencyLive6 apps
- Architecture FirmLive5 apps
- Law FirmLive11 apps
- Marketing AgencyLive5 apps
- Talent AcquisitionLive4 apps
- ConsultancyLive5 apps
- thexsys PartnerLive5 apps
- Solar Energy SystemsLive6 apps
- Billboard and Media RentalLive3 apps
- Nonprofit OrganizationLive5 apps
- Events CompanyLive5 apps
- Travel AgencyLive3 apps
- FreelancerLive4 apps
More in Sales
- SalesWave 1Quotes with 10 templates, Quote Options across companies, Drop Quote, sales orders, price lists and approvals
- ContactsWave 1Customers, suppliers, contacts and companies with KYC fields, tags, merge and import
- ProductsWave 1Catalog, categories, brands, variants, images, specs, barcodes, units and price history
- POS ShopWave 2Registers, sessions, quick sale grid, barcode, offline mode, receipts, returns and loyalty
- POS RestaurantWave 3Tables, floor plan, kitchen display, split bills, QR ordering and modifiers
- SubscriptionsWave 2Recurring plans, renewals, upgrades, proration, dunning and usage billing
Start with CRM, free.
One app is free forever with unlimited users. Add more when you are ready.