CRM: leads & pipeline
Every enquiry on one pipeline, answered fast and followed to a sale
CRM: leads & pipeline in one picture
Follow the data from what you enter to what you get back. Every step below happens inside StartERP, with nothing to retype.
- Website and ad enquiries
- WhatsApp and calls
- Leads typed in
CRM: leads & pipeline
- Puts them on the pipeline
- Reminds every follow-up
- Converts to customer
- Won and lost by source
- Quotes from the lead
- Response time per owner
No enquiry goes quiet
Start using CRM: leads & pipeline in 3 steps
The same three steps wait for you as a checklist on the module's first screen, and most tick themselves as you do them.
- Step 1
Add your first lead
Name and phone, then Save.
- Step 2
Connect your enquiry sources
Website form and WhatsApp ads add leads by themselves.
- Step 3
Work the pipeline
Drag leads through stages and set follow-ups.
Add it when you sign up, or any time later from Subscription & billing.
What it does for your business
A lead takes two clicks: name, phone, Save. Enquiries from your website form, a Click-to-WhatsApp ad or the client portal arrive by themselves with the campaign that brought them, and a repeat enquiry lands on the open lead instead of a duplicate. The pipeline shows every open lead by stage with its value and probability; drag a card to move it, and a follow-up date is kept on each one so nothing goes quiet: the day after it passes, a reminder is raised. Log a call, meeting or message in two clicks (the first one times your response), convert the lead to a customer in one click and quote them from there. The conversion report shows leads, won and lost by source and by owner, the funnel by stage and how fast enquiries were answered.
A pipeline of every open lead with value, probability and a follow-up colour; drag to move
A form for your website that keeps utm_* and ad click ids; duplicates by phone or email refused
Follow-up reminders under the bell; the first call or message times your response
One-click customer and quotation; conversion by source, owner and funnel stage
Inside the module
Real screens from a StartERP demo store. Tap a screen to see it full size.
Step-by-step guides
- PipelineEvery open lead on one board, one column per stage: New, Contacted, Qualified, Quoted and Negotiation. Each card shows the lead's value and probability and the colour of its follow-up: red when the date has passed, amber today. Drag a card to its next stage. Part of the CRM: leads & pipeline add-on.
- LeadsOne lead per enquiry, wherever it came from: the website form, WhatsApp, a campaign, a walk-in, a referral or the client portal. The lead carries the person and their company, the service they asked for, its value and probability, the owner who follows it up, the next follow-up date, the source with its campaign and utm_* tags, the activities logged (calls, meetings, messages, tasks) and the stage history up to Won or Lost. A won lead becomes a customer in one click. Part of the CRM: leads & pipeline add-on.
- Conversion reportHow the leads of a period turned out: how many came in, were won, lost or are still open, the win rate, the value won and the value still open (plain and weighted by probability), by source and by owner; the funnel of leads that reached each stage; and how fast enquiries were answered. Part of the CRM: leads & pipeline add-on.
- Capture enquiriesEnquiries from your own website land as leads by themselves: copy the form snippet, paste it on any page and every submission creates a lead with the campaign and utm_* tags of the link the visitor came from. A repeat enquiry from the same phone or email is logged on the open lead instead of making a second one. The store's enquiry key signs the form; rotate it if it leaks. Part of the CRM: leads & pipeline add-on.
Frequently asked questions
Is CRM: leads & pipeline included in StartERP?
CRM: leads & pipeline is an add-on module. Add it when you sign up or any time later from Subscription & billing, and pay only for the modules you use.
Can I try CRM: leads & pipeline before I pay?
Yes. Open a demo store for your business type to use it with sample data, or start the 15-day free trial with your own data. No card is needed.
Does CRM: leads & pipeline work in Arabic and on a phone?
Yes. Every StartERP screen works in Arabic and English, on a computer, tablet or phone, and users and devices are unlimited.
Start selling with a ZATCA-ready POS today
Prices on request: pick the modules your business needs and we will email you a quote. Subscribe or buy the licence once. Unlimited users and devices. Every store starts with a 15-day free trial.
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