Track companies, people and deals on a pipeline board. When a deal is won, raise the invoice without retyping anything.
No clutter. Only the parts you use every day.
Edit the stages to match your own sales process. Use more than one pipeline.
Khmer and English names, VATTIN, payment terms and a main contact on every company.
Attach amounts and products to a deal. See your win rate on the reports page.
Keep the signed contract on the deal.
Connect your Books organisation to create invoices from won deals.
Add a checklist to each deal and record why a deal was lost.
CRM is $25 per month, or $60 per month with Books and Timesheets.
