CRM Pipeline
No more missed opportunities from poor follow-up: CRM Pipeline brings together your prospects, your sales stages and your quotes signed online.
Results you can expect
- Reduces time spent on sales follow-up
- Keeps the history of every deal so you know who to follow up
- Centralizes quotes, opportunities and customer history
- Helps you handle more opportunities
- Limits missed follow-ups
How it works
- Your prospects in one place. Create a lead in seconds from your client area: a name is enough, while company, email, phone and needs are optional. Leads qualified by the AI Sales Assistant are added automatically.
- A seven-stage pipeline. Prospect, contact, meeting, proposal, negotiation, customer, loyalty: you move each deal forward from its record.
- From quote to signature. From an opportunity, create a quote, download it as a PDF and send it for signature. Your customer opens it through a secure link, accepts it online, and you get the signed PDF.
- You stay in control. The CRM sends nothing without your action: you decide when to send a quote and whom to follow up.
Use cases
- Sole trader (consultant, trainer): see at a glance which proposals are still awaiting a reply.
- Tradesperson: send a quote to be signed online, without printing or scanning it.
- Retailer selling to businesses: keep each customer’s contact details, exchanges and quotes in one place.
- SME with several salespeople: share a single pipeline instead of separate spreadsheets, each according to their access rights.
Frequently asked questions
Does the CRM follow up on my prospects automatically?
No. The CRM shows you where each deal stands; the Smart Follow-up Agent can draft your follow-up emails, but you are the one who sends them.
What is the value of the quote signature?
It is a simple electronic signature: the signer’s name and email, their explicit consent, the date and IP address are recorded along with a fingerprint of the signed PDF. For a document that requires an advanced or qualified signature, a specialised service is still needed.
Can I import my existing contacts?
Not by file yet: leads are created one at a time from your client area, or come from the AI Sales Assistant.
Is my data visible to other companies?
No. Each company’s data is kept separate and is never accessible to other clients of the platform.
Together with the plan's other assistants, from 69 €/month.