CRM

Pipeline your team actually uses.

Capture leads, nurture opportunities and convert quotes without leaving the system that also bills, ships and supports the customer.

Book a demoCalculate your cost$39/mo · 5 users included

Inside the engine

Every step below is a real document in the system — your data flows through with zero re-entry.

Lead

Lead

Opportunity

Opportunity

Quotation

Quotation

Sales Order

Sales Order

Sales Invoice

Sales Invoice

Lead-to-cash in one flow

A lead becomes an opportunity, a quotation, an order and an invoice — with zero re-typing between stages.

Smart lead capture

Web forms, email parsing and territory-based assignment route every lead to the right rep automatically.

Opportunity tracking

Weighted pipelines, expected close dates and lost-reason analytics sharpen your forecast every week.

360° customer view

Every call, quote, order, invoice and support ticket on one customer timeline. Context never gets lost.

0data re-entry between stages

Works seamlessly with

See your business running on StartERP.

A 45-minute live walkthrough on your own use cases. No slideware.