ERP Module
CRM & Sales Pipeline
Turn leads into quotes into repeat work.
Track leads, opportunities, and follow-ups in a pipeline that flows straight into quoting — no separate CRM to buy.
A sales pipeline that flows straight into quoting
Every opportunity lives on a pipeline you can actually see — from first inquiry through quote, won, or lost. Log the next follow-up so nothing slips, watch the weighted value of what's in play, and know which accounts are worth your estimator's time.
Because it's built into the ERP, the CRM isn't a island. An opportunity becomes a quote with one click, the quote becomes an order, and it all rolls back into the customer's history — so sales, the shop, and the office are working from the same record instead of three disconnected tools.
What you can do
- Visual pipeline from lead to opportunity to won/lost
- Follow-up reminders so nothing falls through the cracks
- Weighted pipeline value and win-rate visibility
- One-click convert an opportunity into a quote
- Tied to the same customer record as quotes, orders, and invoicing
What's on the screen
The fields that matter in CRM & Sales Pipeline, and what each one does.
Opportunity
A potential job with an estimated value and expected close.
Stage
Where it sits in the pipeline — new, quoting, won, or lost.
Weighted value
Estimated value adjusted by stage probability for a realistic forecast.
Next follow-up
The date and action that keeps the deal moving.
Source
Where the lead came from, so you know what marketing is working.
Linked quote
Convert straight to a quote; the opportunity carries into order history.
See CRM & Sales Pipeline in your shop
We'll walk you through the whole platform on a live demo — no pressure, no slideshow.