One record follows the customer from lead to delivered work to paid commission.
Built around how you sell
Stages, fields and follow-up rules match your process, with lead routing by territory or product.
- Lead capture and routing
- Pipeline stages you define
- Activity logging in a few clicks
- Contracts and e-sign
After the signature
A signed and paid deal can create the delivery job, notify the team and queue the commission, with the sale's details attached.
- 1 Lead
- 2 Conversation
- 3 Proposal
- 4 Signed and paid
- 5 Delivered
One record for the customer
Sales, service and billing history live together, so anyone can answer a customer without checking three systems.
✕Pipeline in spreadsheets
✓Pipeline in the CRM
✕Handoffs by email
✓Delivery created on close
✕Commissions by hand
✓Calculated from deals
The system handles
- Logging activity
- Creating onboarding tasks
- Calculating commissions
Your people decide
- Building relationships
- Pricing decisions
- Coaching the team
