Open Sales. The pipeline is shown as a board with open deals by stage – each card shows the value, probability and the next step.
Record a lead
Choose Leads and add a new lead with contact details and an estimated value. Leads can also be imported from a CSV file if you are moving from another system.
Move the deal through the pipeline
Drag the deal’s card from stage to stage as the negotiation progresses. Record activities – calls, meetings and tasks – directly on the deal; they appear in today’s agenda. To capture email, BCC the message to Kelomo: it is filed on the right customer and deal.
Build the quote and win the deal
Create the quote straight from the deal, so the customer’s and deal’s data are pre-filled. The customer approves the quote via a secure link without an account. When the deal is marked won, it can become a project – the quote’s lines and prices become the delivery’s starting point.