CRM & Leads
Every enquiry tracked until it becomes revenue.
A full customer-relationship engine: capture leads from web forms, e-mail and UTM-tagged campaigns, score them, move them through a pipeline you define per business, and convert to customers in one click.
“Enquiries come from everywhere — calls, WhatsApp, website — and half of them are never followed up.”
Imagine this
A customer fills the contact form on your website at 9 pm. By morning the lead is in your pipeline, tagged with its source, scored, and assigned to a salesperson with a follow-up reminder. Two days later it becomes a proposal — without anyone copying the details again.
Walk me through itCRM & Leads, step by step
- 1
Capture every enquiry
Leads arrive from website forms, e-mail and manual entry, each tagged with its source and campaign, so nothing depends on someone remembering to note it down.
- 2
Qualify and assign
Score the lead, assign it to a salesperson and log calls, meetings and notes as activities, building a clear story of the conversation.
- 3
Move it through your pipeline
Drag the deal across the stages you defined for your business. Each stage shows value, so you can forecast what is likely to close.
- 4
Convert without re-typing
When the lead is ready, turn it into a customer and a proposal in one click; every detail carries across.
Everything inside CRM & Leads
Kanban pipeline with custom stages per business
Lead scoring, sources, UTM & campaign tracking
Web-to-lead forms and e-mail import
Activities: calls, meetings, notes, reminders, follow-ups
Tags, segmentation and saved filters
One-click lead → customer → proposal conversion
Questions it answers for you
The questions you would ask on a busy day — answered from live data, not last month’s spreadsheet.
Who in your team uses it
Sales executive
Starts the day with a list of leads to call and follow-ups due, instead of hunting through messages and notes.
Sales manager
Sees pipeline value by stage and by person, spots stuck deals early and coaches where it matters.
Marketing
Checks which campaigns and sources bring customers that actually buy, and moves budget accordingly.
CRM & Leads works with the rest of your business
Data flows between modules through the platform’s event bus — nothing is typed twice.
Where CRM & Leads makes the biggest difference
CRM & Leads: common questions
Can I define my own pipeline stages?
Yes. Stages are customisable per business.
Can leads come from my website?
Yes. Web-to-lead forms and e-mail import are supported.
Keep exploring
See Viamione with your own workflows
Book a tailored walkthrough. We map your processes to modules and recommend a plan.