CRM & pipeline

The customer you invoice is the
customer in the pipeline

Leads, contacts, companies and deals on the same records as the invoices — so a customer's history is one story rather than a CRM version and an accounting version that have to be reconciled by a human before a meeting.

Live

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What this is usually like without it

The CRM knows the deal and the ledger knows the money, and only a person knows they are the same customer.

A deal goes quiet and nobody notices until the quarter ends.

Three people have entered the same company three ways, and the report counts it three times.

Where this stands

What is true today

Live today: leads, customers and contacts, the opportunity pipeline with stages and deal values, the activity timeline, tasks and follow-ups, notes, saved views and duplicate detection.

LiveIt runs now, and you can use it the day you create a company.
Through a partnerSomebody we work with does it, and we arrange it.
BuildingIt is being built. Ask for it and it moves up the order.

What it is made of

The parts

Live CRM

Everyone you sell to, and everything that has happened with them.

Leads

Customers and contacts

Companies and accounts

Lead qualification

Lead scoring

Tags and owners

Customer activity timeline

Duplicate detection

Custom fields

Saved views

Opportunity pipeline

Live Sales pipeline

What is in play, what it is worth, and what happened to the ones you lost.

Opportunities

Pipeline stages

Deal values

Probability

Win/loss tracking

Convert an opportunity into a quotation, order or invoice

Sales forecasting

Live Tasks, activities & calendar

The follow-ups that decide whether any of the above happens.

Tasks

Follow-ups

Activities

Calendar

Reminders

Recurring activities

Assignments and watchers

The same parts, next to every other one: the full platform map.

The other seven

A business is never only one of these

LiveStart your businessCompany profiles, several companies under one login, users, roles, permissions, branches and the audit trail behind them.LiveRun accounting & paymentsDouble-entry books, P&L and balance sheet, invoicing from quote to paid, payments recorded and reconciled.BuildingSell & manage inventoryProducts and services, stock across warehouses, movements, pricing and a point of sale on the same ledger.BuildingAutomate marketingAudiences and segments, campaigns and email, a visual journey builder, consent and suppression, attribution.BuildingBuild your websitePages, blog, themes, media, a catalog from your inventory and forms that land in the CRM.BuildingManage projects & teamsProjects with expenses, payments, change orders and profitability, plus customer and vendor portals.LiveUnderstand everything with reportsSales, purchase, tax, financial, CRM and marketing reporting, profitability and forecasting.

Send your first invoice today. Pay us when it is paid.

Creating a company is free, and nothing is charged until money actually moves.

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The customer you invoice is the customer in the pipeline