Leads, deals and pipelines

The CRM tracks people you might work with (leads) and the money conversations you are having with them (deals), through stages you define.

Leads

Clients > Lead Contact holds people and companies that are not clients yet: name, email, phone, source, category and notes. Leads can arrive by hand, by import, or automatically from public intake forms.

Deals and pipelines

A deal is a potential sale attached to a lead: value, stage, owner and follow-ups. Deals move across a pipeline board (drag between stages) whose stages you define: for example Enquiry, Qualified, Proposal Sent, Won.

Follow-ups

Every deal can carry a next follow-up date and note. Unsent follow-ups lose more revenue than pricing does; put a date on every live deal and work the list daily.

From won deal to delivery

When a deal is won, create the client, the project and the first invoice from the same records: no re-typing, and delivery starts from exactly what was agreed.

Automations

The A deal moves to another stage trigger can notify owners, create kickoff tasks, or advance related records; the Move deal to stage action lets other events (like a signed approval) advance the pipeline automatically.