Sales — from enquiries to closed deals.

The second stage carries every qualified lead all the way to signature — with a CRM pipeline, business telephony including AI transcripts, online appointment booking and quotes that fill themselves from the deal. Nothing slips through, every action is documented.

Free initial consultation Next area: Onboarding →
What Sales means here

The building blocks of this area.

Everything runs on the same platform as the other areas — no broken data, no handover by spreadsheet.

CRM & Pipeline

Every deal, every call, every note — with no gaps.

High-End CRM
Stage totals at a glance, owner assignment, Won/Lost in the deal, a full deal timeline and industry labels. Search even finds deals via the linked contact name.
  • Stage totals
  • Deal history
  • Industry filter

Business telephony

Call straight from the CRM — the AI takes notes.

Power dialer, automatic AI transcripts in the deal history, call statistics per team member and an alert card for missed calls and due callbacks — right at the top of the dashboard.
  • AI transcript
  • Power dialer
  • Callback alert

Online appointment booking

Your booking link — prospects pick their own slot.

A personal slot link for each team member, two-way calendar sync, double-booking protection and automatic invitations plus reminders. Recurring events block correctly.
  • Calendar sync
  • Double-booking protection
  • Auto-reminder

Quotes & contracts

From deal to a signature-ready quote in under a minute.

Quote, contract and invoice are linked and fill themselves from the deal. Industry templates and the three pilot plans are built in; renewals run automatically.
  • filled from the deal
  • Industry templates
  • Pilot plans
How it looks

Sales in action.

Sales Pipeline Live
Contact
CHF 48k
14 deals
Quote
CHF 112k
11 deals
Won
CHF 36k
This month
⚠ 2 missed calls
The callback list sits right at the top — nothing slips through.
Callback due
ⓘ Sales pipeline with callback alert · Demo data · No real customer data
The process

Step by step through Sales.

1
Qualify the lead
The incoming lead is scored and labelled; the AI recommends the next action.
2
Make contact
A call straight from the CRM or an appointment via the booking link — a response in minutes, not days.
3
Send the quote
The quote fills itself from the deal and goes out signature-ready.
4
Close
Won/Lost is documented in the deal; won deals move seamlessly into Onboarding.
Position in the platform

Stage 02 of 5 — Sales.

Sales turns demand into revenue. The won deal hands over to Onboarding automatically — without anyone re-entering data.

01 · MarketingDemand 02 · SalesClosingYou are here 03 · OnboardingStart 04 · OperationsDelivery 05 · AdminAdministration

Ready for a pipeline that really works?

In the initial consultation we show you the Sales area live — with your industry and a plan for the first 60 days.

Free initial consultation See the whole Suite