Sales Pipeline
6 active dealsMeridian Corp
$48,000
Hot leadVista Solutions
$8,200
New contactOrion Partners
$22,000
Demo doneApex Group
$14,500
QualifiedSummit Tech
$11,500
Sent todayAtlas Ltd
$28,000
ClosedDeal moved to Proposal
Summit Tech · $11,500
Follow-up due today
3 deals need action
Your sales pipeline, connected to everything.
CRM that lives alongside your HRMS, finance, and workflows. No separate tool. Manage leads, deals, and follow-ups without switching platforms.
No data silos · Shared with HRMS · Approval workflows built in
Why It's Different
Not another standalone CRM.
Linked to your HR data
Know which team members own which accounts. When someone leaves, deals auto-reassign. No orphaned leads.
One login for everything
Your sales, HR, finance, and social media data live together. No switching tools. No copy-paste between systems.
Approval workflows built in
Discount approvals, proposal sign-offs, contract reviews. All run through the same workflow builder your ops team uses.
What's Inside
Everything your sales team needs.
Contact & lead management
Central record for every prospect and client. Notes, calls, meetings, and documents. All in one place.
Visual deal pipeline
Drag deals across stages. Know exactly where every opportunity stands and what needs action today.
Follow-up automation
Set follow-up sequences on auto. No lead falls through because someone forgot to send an email.
Activity reminders
Get notified when a deal has gone cold, a proposal is due, or a follow-up is overdue.
Proposal workflows
Create and approve proposals in-platform. Route to manager, send to client, track opens.
Pipeline analytics
Win rate, average deal size, cycle length, and conversion by stage. Always up to date.
The Problem
What scattered sales tracking costs you.
Leads tracked in WhatsApp and personal notebooks
Central CRM visible to the whole team
Follow-ups missed, deals go cold silently
Automated reminders + cold-deal alerts
No idea which stage deals are stuck at
Visual pipeline with time-in-stage tracking
Sales data in one tool, HR data in another
CRM shares data layer with HRMS and Finance
Ready to close more deals with less chaos?
Book a 30-minute demo. We show you the pipeline, follow-up automation, and how CRM connects to your HRMS and Finance data. Live.