Turn leads into revenue
in one pipeline.
Work the pipeline, quote, and hand off to finance without leaving the record — with AI that flags the deals going cold before you notice.
The whole deal lives on one record.
No pipeline workbook, no separate quote folder, no re-typing the won deal into the finance system. Sales works the pipeline; everything downstream reads the same data.
- Leads, contacts, accounts and activities on one timeline
- Stages, weighted forecast and history on every opportunity
- A guided Process view walks the team from lead to cash, one step at a time
Quote to cash
Quotes that become orders.
Build the quote on the opportunity, send it, and convert the accepted version into a sales order. Finance sees it the moment it's approved — nobody re-enters the line items.
Proactive AI
AI that flags the cold ones.
Deal health and stale-deal detection run on your own data — with a next action drafted for you to approve.
Deal health · Northgate Ltd
34No contact in 21 days. Two stakeholders quiet since the quote. Flagged as at-risk.
Deal health · Rivelin Group
82Quote accepted. Suggested next action: raise the sales order — drafted for you to approve.
Inside the module
Everything a small sales team actually runs on.
Leads & contacts
Capture, qualify and convert without a second list living in someone's inbox.
Pipeline
Stages, weighted forecast and activity history on every opportunity.
Quotes
Priced quotes that convert to sales orders and hand off to invoicing.
Quotes · Sales orders · Handoff
Sales intelligence
Deal health, stale-deal flags and a drafted next action you approve.
Outcomes
What changes on Monday.
Pipeline review
Retire the tracker
The pipeline workbook, the quote folder and the commission sheet collapse into records with history and permissions.
Quote to cash
Nothing retyped downstream
A won opportunity carries its own line items into the order and the invoice, so the finance handover stops being a data-entry job.
Proactive AI
Stop hunting for the risk
Deal health and stale flags put the at-risk shortlist in front of you, with a drafted next step waiting for approval.
An illustration, with your numbers
How many hours go into keeping the pipeline current?
Teams typically spend hours re-keying pipeline updates and won deals across tools. Move the numbers to fit your team — this is an illustration, not a promise.
Hours back per week
9
Hours a year
432
Work-weeks a year
11
That’s 11 work-weeks handed back a year — about 2.5 months of one person’s capacity.
Request early accessIllustrative only — not a measured customer result. Baseline used: 15 hrs/week across your inputs; 48 working weeks/year, 40-hour weeks.
Connected data
Where Sales stops being an island.
A won deal carries its own line items into Finance — priced, ordered, invoiced and booked without re-entry.