CRM: leads, deals, and the sales pipeline

Track leads, companies, contacts, and deals on a drag-and-drop board; convert won deals into OMS orders.

CRM keeps the sell side organized: leads come in, become companies and contacts, deals move across a kanban board through customizable stages, and activities (calls, meetings, notes, tasks) record every touch. It is a record-keeping CRM — follow-up automation is not part of it.

Core workflow in 4 steps#

1. Create the lead (company name, contact, email, phone, source, industry, tags); move it new → contacted → qualified.
2. Convert a qualified lead into a company + primary contact with one click.
3. Create the deal (amount, currency, stage, win probability, expected close date, line items) and drag it across the board; lost deals ask for a reason.
4. Convert a won deal into an OMS sales order — the handoff from selling to fulfillment.

What it does not do#

• No sending emails, no email sequences, no workflow rules, no lead scoring — activities record that a call/email happened; they do not send anything.
• No mobile CRM pages yet — CRM is desktop only.

Related systems#

• OMS — won deals convert into sales orders.
• The dashboard shows lead/deal KPIs, the stage funnel, and lead status distribution.