Lead Sources

Unlimited pipelines, each with its own stages, win probability, colour and temperature. Seven seeded, and every stage change writes itself onto the deal.

Create the stages your floor argues about, colour them, order them and rate them hot, warm or cold, while six fixed categories keep the reporting stable.

Eleven field types, all of them on the picker, with options, defaults and a section of their own, on leads, deals, products and vendors. No cap on how many.

Sort the fields you add into named sections with their own colour, order and table visibility, then grant or withhold a whole section per permission profile.

Eighteen type-aware operators, a trigram search across seven columns, and a straight account of where a custom-field filter is resolved and what it costs.

Tick rows and reassign, export, delete or enrol them at once, filtered per record by permission, so a mixed selection returns a verdict per row.

Matched on normalised email then phone, at the moment a record is written, so the duplicate is caught on the way in rather than found in a report later.

Every field change on a record with both values, beside the notes, mail, tasks and deal links against it, assembled as it happens rather than typed up later.

Calls, voicemails, emails and texts merged into one chronological history per lead, attached by the number they reached, with duration and the wrap-up code.

Tasks with assignees, reminders, comments and templates, raised by hand or by a sequence, and the only CRM object that leaves the app to find someone.

A role tree, sixteen org-level flags, per-entity CRUD and sharing rules across branches - so a BPO runs several clients on one tenant, safely.

Ten measures over six windows, with attainment read from won deals and logged work the moment you open the target rather than filed by hand or overnight.