What you can do
Deals
Sales opportunities with value, probability, stage and full activity history.
Kanban pipeline
Drag-and-drop view to move deals across stages. Multi-pipeline for different processes.
Companies
Customers, prospects and suppliers with automatic public-data enrichment.
Contacts
People linked to companies, with roles and contact details.
Calls and Call Intelligence
Recording, transcription and AI summary of sales calls.
Linked quotes
Generate quotes directly from deals, with public link and digital signing.
When to use it
- Track every sales opportunity with stages and probability
- Keep all communication (email, calls, notes) linked to the deal
- Want a visual Kanban pipeline for the weekly sales meeting
- Need forecast and sales reporting
- Run different sales processes (e.g. retail + enterprise) on a single platform
Roles and permissions
By default, Users see only their deals; Managers see the full team; Admins configure pipelines, stages, custom attributes. See Roles and permissions for details.
Integration with other modules
The CRM isn’t a silo. When a deal closes you can:- Auto-generate a project with the inherited budget
- Issue a fattura elettronica (Italian e-invoice) from the accepted quote
- Trigger automations on Slack, email, calendar
Next steps
Manage deals
Detailed guide: creation, fields, activity, closing.
Customise the pipeline
Add stages, create multiple pipelines, configure max time per stage.