B2B mode
One pipeline, from first contact to paid invoice.
Every stage of the enterprise sales cycle lives on one record system — no exports, no re-keying, no separate invoicing tool.
The pipeline, stage by stage
LEAD-00001converts to next stage →
Lead
Captured from any source, qualified, and scored.
OPP-00001converts to next stage →
Opportunity
Value, stage, and probability tracked to close.
QUO-00001converts to next stage →
Quotation
Branded, line-item PDF built from your template.
ORD-00001converts to next stage →
Order
Confirmed line items, quantities, and terms.
INV-00001
Invoice
Generated straight from the order, ready to send.
Objects included in B2B mode
LeadsOpportunitiesCustomersContactsActivitiesQuotationsOrdersInvoicesProducts
One-click conversion
Carry every field from lead to invoice without re-entry.
Document Designer
Branded quotation and invoice templates, generated as PDFs.
Automation
Assignment rules, workflow rules, SLA policies, approvals.
Fast Reports
Pipeline reporting with Excel export, saved and shared.
Data-scope security
Visibility by org, business unit, or individual record.
Walk through your own pipeline.
We'll set up a demo tenant with your stages, your fields, your templates.