CRM and sales
Your entire sales process, one tool.
Which trade is yours?
Opportunities by pipeline stage, not in an extra spreadsheet.
New lead· 2
Bathroom renovationMR32 000 Kč
Boiler replacementMR19 000 Kč
Offer sent· 1
Troja villaPK68 000 Kč
Won· 1
Service contractJN145 000 Kč
Pipeline total: 264 000 Kč
Deals by stage, not a separate table
A lead gets assigned and an order automatically creates a project.
New lead from formSource: website
Assigned to a repMára
Deal: WonService contract
Project createdOrder fulfillment
A form lead assigns itself
Margins and discounts are visible only to those who should see them.
MarginColumn settings
Restriction
Allowed usersAnyone
Allowed groupsAnyone
A column can be restricted independently of the page