Capture Leads. Close Deals. Get Paid.
Track every lead, convert them into customers, raise orders, and send invoices, all from one connected workspace. Sell digital products from your content library and bill for them in a click.
One Workspace for the Whole Sales Cycle
From the first inquiry to the paid invoice, every stage of the sale lives in one place, with no copy-paste between tools.
Leads & Pipeline
Capture leads from web forms, manual entry, or import, and move them through your pipeline from first contact to won.
- Customizable lead statuses
- Lead source tracking
- Notes & internal comments
- Owner assignment & tags
Customers
Convert qualified leads into active customers and keep the full history, contacts, orders, invoices, communications, on one profile.
- One-click lead-to-customer conversion
- Contacts, addresses & tags
- Customer types & segmentation
- Full order & invoice history
Orders & Invoicing
Raise orders with line items, taxes, and discounts. Send invoices, track status, and chase payment, without leaving the platform.
- Multi-line orders with tax
- Draft, sent, paid & overdue states
- Discount & tax handling
- PDF invoices ready to email
Never Lose a Lead in the Cracks Again
Every lead has a status, an owner, and a clear next step. Watch your pipeline shift from new inquiries through to closed-won, with full history at every stage.
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Custom Stages Add your own stages beyond the seven defaults and reorder them to match how you actually sell.
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Source Attribution Know whether a lead came from a website form, an import, or a referral, and which sources convert best.
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Owner Assignment Assign every lead to a team member so nothing slips through. Reassign in one click.
Turn anonymous traffic into named leads
Most B2B visitors leave without filling out a form. Drop our tiny JavaScript snippet onto your marketing site and Lead Enrichment identifies the company behind each IP, drops new contacts into a Website Visitors inbox, and one-clicks them into your sales pipeline. No LeadInfo, Leadfeeder or Albacross subscription required.
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Identify visiting companies Resolve every page view to an ASN and organization. Cloud, data center, and VPN traffic is filtered out automatically.
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Drop-in tracking snippet One line of JavaScript on your marketing site. Page views, UTMs, and form fills all stream into your account in real time.
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Website Visitors inbox Triage identified companies, see the pages they read, and promote the hot ones to leads in one click.
Included with the Professional plan.
Every Customer, One Profile
When a lead is qualified, convert them into a customer with one click. Their entire history, orders, invoices, notes, contacts, comes with them.
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One-Click Conversion Promote a qualified lead to a customer without re-entering a single field.
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Customer Types Classify customers, retail, wholesale, partner, and apply different workflows to each.
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Contacts & Addresses Store multiple contacts, billing and shipping addresses against each customer record.
Orders That Just Add Up
Build orders line by line. Mix products and services, apply tax and discount per line, and watch the total recalculate live as you go.
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Unlimited Line Items Add as many products and services as the order needs, each with its own quantity and unit price.
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Tax & Discount Apply sales tax (or VAT, GST) per line, and stack discounts where the customer earned them.
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Live Totals Subtotal, tax, and grand total recalculate as you type, no spreadsheet required.
Their PO, On the Order
When a customer sends through a purchase order, attach it straight to the order. The PO reference and the original document stay on record together, ready for approvals, disputes, and audits.
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Attach the Document Upload the customer's purchase order as a PDF or image and keep it filed against the order.
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PO Reference Record the customer's PO number on the order so it carries through to invoices and exports.
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Always on Record The attachment stays with the order for the long haul, so you can always show what was agreed.
Invoices, Sent and Tracked End-to-End
Generate an invoice from any order, email it to the customer, and watch its status change as they view, pay, or fall overdue.
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Status Tracking Draft, sent, viewed, paid, overdue, canceled, every state is logged automatically.
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Due Dates & Reminders Set due dates per invoice and send polite chasers automatically when payment slips.
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Multi-Currency Bill in the currency the customer pays in. Tax handled per line, totals stay accurate.
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Phone Payments Take card payments over the phone and record them against the invoice instantly.
Sell What's in Your Content Library
Define content types with a price and SKU, and the items inside become billable products. Drop them onto an order as line items, pricing flows through automatically.
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Custom Content Types Define your own product, service, or digital-good types with custom fields including price, SKU and product type.
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Sellable Items Every published content item becomes a sellable product with a unit price you control.
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One-Click to Order Add a content item to an order and it becomes a line with the price already filled in.
Everything Your Business Needs
One subscription. One login. Zero limitations. Replace your entire software stack with a platform built to scale with you.
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Frequently Asked Questions
Yes. You can rename, reorder, and add stages on top of the seven defaults so your pipeline matches the way your team actually sells.
Define content types with a price and SKU, and every published item becomes a sellable product. Drop one onto an order and the line item is created with the price already filled in, then turn the order into an invoice.
CSV import isn't available. Use our REST API to bring leads, customers, and orders in programmatically. For a full migration from another CRM, our team handles the move for you. Explore Migration Services.
Yes. Orders and invoices support multi-currency, and tax rates can be set per line so you can handle sales tax, VAT, or GST cleanly.
Yes. We resolve IP addresses to organizations on our own infrastructure with no third-party data brokers, the tracking snippet drops no identification cookies, and records are tied to companies rather than individuals.
Not for the enterprise tier of your traffic. Our lookup uses MaxMind GeoLite2 ASN data to resolve the company behind every B2B visitor that has their own IP allocation, typically your most valuable leads. Smaller businesses behind ISPs, mobile networks or VPNs still need a paid third-party data source for resolution; you can add that later as an enrichment provider if it makes sense for your funnel. The tracking snippet, the Website Visitors inbox and the one-click conversion to a lead are all included free with Professional.