CRM & LEADS
Turn prospects into customers
Lead pipelines, opportunities, and one-click conversion — connected to sales orders and invoices.
Lead Pipeline
Track leads from new to contacted, qualified, and won or lost.
Opportunities
Deals with expected value and close dates in a visual pipeline.
Lead → Customer
Convert a qualified lead into a customer record in one action.
Source & Assignment
Capture lead source and assign ownership to sales team members.
What's included
Connected to sales orders and invoices
Permission-gated access per role
Realtime updates via secure channels
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