VIDEO TUTORIAL · 1:08
Sales CRM
A simple sales CRM: keep every opportunity (deal) with contact, value, due date, appointment and notes, and see at a glance what is pending.
English AI narration · Embedded English captions · Sample demonstration data
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Follow the steps in your account
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Step by step
- The totals at the top show Open pipeline, Closed value, deals due in 7 days, Overdue and Average value.
- Add a deal: title (required), contact name, business name, phone, email, value in €, lead source (e.g. Meta, Google, Referral), owner and due/follow-up date.
- Use the notes or conversation summary to record what was agreed, so you remember the next step.
- Change status quickly from the list: Pending, Active or Closed.
- Search deals, contacts, phones, emails and notes, filter by status, and sort (newest, recently updated, closest due date, highest/lowest value).
- Click a deal to edit or delete it. Deleting cannot be undone.
Common questions
- How is this different from Leads?
- Leads are people who left details in a form. A deal is a specific sales opportunity you track until it closes.