Lead & Pipeline Management
A CRM built for nurturing a smaller number of deeper relationships.
Sample dashboard
Lead & Pipeline Management, at a glance
Open deals
12
Across your pipeline
Pipeline value
£182,400
Weighted by stage
New leads this week
5
Captured via intake
Synced emails
340
This month, per-user mailbox
Illustrative figures — your dashboard reflects your own connected data.
Most CRM software assumes high volume and short relationships. Service businesses and consultancies run on the opposite: fewer, deeper relationships, where the real history — every call, every email, every stage change — matters more than raw contact storage.
Track companies, contacts, and deals through a pipeline you define, with per-user mailbox sync so every email to and from a contact lands on their timeline automatically, the moment it happens.
How it works
- Pipeline stages you define, including your own "won" and "lost" criteria
- Per-user email sync (Office365, Gmail, or IMAP) — no manual logging
- Activity history of every call, note, and email against a contact or deal
- Natural-language intake to capture a lead straight from pasted text
Want to see it against your own data?
Talk to us about lead & pipeline management, or get started directly on Business Operations Platform.