CRM

BOTSEDGE MODULE

Track every lead from first contact to closed deal, with real-time dashboards and invoicing that never leave the pipeline.

The sales pipeline, end to end

Every deal moves through five clear stages, visible to the whole team.

New prospects enter the pipeline from any source, ready to be qualified.

Reps confirm fit and budget before investing more time.

Pricing and scope go out, tracked against a close date.

Terms are finalized with full visibility into deal history.

The deal converts straight into an invoice, no re-entry required.

Real-time visibility into pipeline value, win rates, and rep performance.

See outstanding receivables against every account.

Centralized customer records with full interaction history.

Model your own sales process instead of a fixed template.

Can I customize the sales pipeline stages?

Yes, pipeline stages are fully configurable to match your sales process.

Does CRM connect to Accounting?

Yes, invoices generated from closed deals flow directly into the Accounting module.

Can multiple sales reps share the same pipeline?

Yes, with role-based visibility so managers see the full pipeline and reps see their own accounts.

Talk to our team to see CRM in action.