Visual kanban board to track sales inquiries, follow-ups, and conversions from prospect to closed-won.
Visual kanban pipeline with drag-and-drop stage management
Lead capture from website forms, WhatsApp, and manual entry
Automated follow-up reminders via email, SMS, and WhatsApp
Sales activity logging (calls, meetings, emails) per lead
Lead scoring based on engagement and conversion probability
Pipeline analytics with conversion rate and revenue forecasting
No lead falls through the cracks — every inquiry is tracked
Sales team spends time selling, not updating spreadsheets
Founders see real-time pipeline value and forecast revenue
Start with a free account and explore all features instantly.
Get Started FreeThese modules work beautifully together with Lead Pipeline (CRM).
Send quotes and get digital signatures/approvals from clients instantly via a secure web link.
Manage customer complaints and track resolution times with automated SLA breach alerts.
Create beautiful, customized commercial proposals with dynamic tax and discount calculations.
Set monthly revenue targets for your sales team and track their achievement in real-time.
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Earn up to 20% Recurring Revenue with the Smartest AI ERP. Secure your local pincode, leverage our campaigns, and build a portfolio that pays yearly.