Turn enquiries into customers — without anything slipping through
15
features
4
automations out of the box
1 panel
replaces crm tools
Every plan
free forever included
Overview
CRM & Sales in one page.
Every enquiry enters once, gets an owner and a due date, and moves through a clear pipeline until it is won — or closed with a reason.
“The result
Faster response times, a clean pipeline and a clear view of which campaigns actually bring revenue.
Key capabilities
- Lead capture from website forms, ads and CSV import
- Pipeline stages with owners, due dates and notes
- Two-way messages with leads and portal users
- Campaign, offer and coupon tracking with performance reports
- Referral and wallet-credit programs
- Career applications and applicant tracking
Replaces
CRM & lead management software
Best for
Sales & enquiry teams · Managers · HR & recruiters · Marketing
From start to finish
- 1Capture
- 2Assign
- 3Follow up
- 4Win
Why teams use it
What CRM & Sales gives you that separate tools don't.
It replaces crm & lead management software — as one panel inside the same platform, on the same login and the same data.
No enquiry slips through — every lead has an owner and a due date
Stale leads are flagged before they go cold
See which campaigns actually bring revenue
Won deals flow straight into clients and projects
Who uses it
One panel, the right view for everyone.
People see and do only what their role allows, so each person gets a screen that fits their job.
Sales & enquiry teams
Work leads, log notes and follow up on time.
Managers
See pipeline health, stale leads and which campaigns bring revenue.
HR & recruiters
Track career applicants with status, notes and resumes.
Marketing
Measure campaign spend, attributed leads and ROI.
How it works
From start to finish, step by step.
Every enquiry enters once, gets an owner and a due date, and moves through a clear pipeline until it is won — or closed with a reason.
- 1
Step 01
Capture
Website forms, campaigns and CSV imports all create leads in one list.
- 2
Step 02
Assign
A rule gives each lead an owner, who is notified and sees a due date.
- 3
Step 03
Follow up
Notes, two-way messages and reminders keep every lead moving; stale ones are flagged.
- 4
Step 04
Win
When a deal is won the client record is created for you and projects can start.
15 features
Every CRM & Sales feature, explained.
Grouped the way the panel's own menu groups them. All of it is included in every plan.
Lead management
6 featuresLeads
Every enquiry with owner, status, source, due date and notes
New lead
Add a lead by hand in seconds
Pipeline overview
New · In progress · Completed · Rejected at a glance
Pending tasks & stale-lead alerts
Leads untouched for days are flagged
Lead detail
Full history, notes and messages per lead
Saved filters
Segment by category, status, source and date
Messages & applicants
4 featuresMessages
Two-way messages with leads and portal users
Applicants
Career applications with status, notes and resumes
Applicant detail
Interview scheduling and status per applicant
Notifications
Be told when a lead or applicant needs you
Capture & analytics
5 featuresWebsite forms
Enquiries from your website arrive as leads
CSV import
Bring existing leads in with validation
Lead & campaign analytics
Pipeline health, spend, ROI and conversion
Campaign tracking
See which campaigns bring revenue
Export current view
CSV of exactly what you are looking at
Runs automatically
CRM & Sales works while you don't.
These happen on their own — notifications, reminders and hand-offs to other panels. Every run is logged, and you can pause any workflow.
Assign new leads by rule and notify the owner
Remind the owner when a follow-up is overdue
Send a welcome message when a lead is created
Create a client record when a deal is won
Build your own in Workspace → Automations.
Connected panels
Nothing is re-typed. Everything is connected.
CRM & Sales shares one database with every other panel, so work moves between teams on its own.
Ask AI
Ask CRM & Sales anything.
Plain-language questions, answered from your real records — with the working shown.
- “How many leads did we get last month, by source?”
- “Which leads have had no follow-up for a week?”
- “What is our conversion from new to won this quarter?”
Screens
CRM & Sales, exactly as your team sees it.
Real, full-resolution screens of the live product, captured in a demo workspace with sample data.
Run CRM & Sales — and every other panel — free.
Every panel and every feature is included in every plan, starting free forever for one person.
FAQs
Questions, answered.
Still deciding? These are the things people ask before they start.
What can I ask the AI?
Anything about your business data in plain language — for example overdue invoices, leads by source, who is on leave or which projects are late. It answers with text, a table or a chart and shows how it calculated the answer.
Can the AI change my data?
No. Questions are answered with read-only queries, and the AI only uses data the person asking is allowed to see.
Do I need to write code to automate things?
No. Workflows are built from a trigger, optional conditions and actions on a settings screen, starting from ready-made templates.
Can I build an AI assistant on my own documents?
Yes. Create a bot with your instructions and knowledge files, choose who can use it, and track its usage and cost.
Can AI answer my website visitors?
Yes. The website chatbot answers from a knowledge base you control, and Conversation AI adds voice. Every conversation is logged for review.