Sales and customers

Leads, the pipeline, quotes and from deal to project.

From lead to deal
- Supervisor
- Administrator
Record a lead, move the deal through the pipeline, make a quote and turn the won deal into a project.
Customer register
- Supervisor
- Administrator
Add customers, maintain contact and billing details, and review and merge duplicates.
Contacts
- Supervisor
- Administrator
Add customer contacts, choose a primary contact and manage data exports, anonymisation and deletion.
Create and send a quote
- Supervisor
- Administrator
Build the quote from lines and sections, send it to the customer for acceptance via a link, and convert an accepted quote into a project.
Activities and sales tracking
- Supervisor
- Administrator
Record calls, meetings and tasks on deals, follow the day's agenda and read the sales reports.
Save and send sales emails
- Supervisor
- Administrator
Save customer emails in CRM using a BCC address or Microsoft 365 mail, and send emails from Kelomo.
Custom fields
- Administrator
Add custom fields for customers, contacts, leads and deals, and choose how they appear in forms and lists.

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