Lead to Deal
Turn leads into active opportunities and manage them visually through your sales pipeline. Convert a lead into a deal, move it through your stages, and use a Kanban view to see where every opportunity stands at a glance.

Built for complex, quote-led AV sales — on desktop and mobile.
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Turn leads into active opportunities and manage them visually through your sales pipeline. Convert a lead into a deal, move it through your stages, and use a Kanban view to see where every opportunity stands at a glance.
Give every deal more than one way forward. Create multiple quote alternatives within the same deal, so your team can compare different solutions, pricing structures or customer options without creating separate opportunities.
Keep track of what still needs attention. Add notes directly to the deal, record important updates and keep visibility on outstanding actions. Your team can quickly see what is still open and what needs to happen next.
Let the CRM move work forward automatically. Use automation to trigger actions based on deal activity or stage changes, helping reduce repetitive admin and keep your sales process moving consistently.
