Sales and pipeline

From first call to won deal

Leads, companies, contacts and opportunities with the full timeline of calls, emails, meetings and notes. Managers see the pipeline in the forecast without having to ask.

Find companies in the registry

Search by industry, region, size and company type, and create the results as leads straight away.

Call through the list

Take exactly the list you are looking at and call through it one record at a time, with clickable numbers and the outcome logged.

Pipeline and forecast

Weighted pipeline by stage, salesperson and month, and the reasons deals are won or lost.

Quotes with your own prices

Quotes and a product catalogue with lines, discounts and customer-specific price lists, including campaign prices on top of a framework agreement.

The opportunity holds the deal together

An opportunity has a value, stage, probability and lines, with contacts, documents and activities attached. When you mark it won, the system asks for the final value, so the forecast stays right.

  • Your own stages and probabilities
  • A warning when a new lead looks like an existing one
  • A lead board by qualification: no contact, in dialogue, postponed and not interested now
  • Sales and bonus dashboards, including deals shared between salespeople
An opportunity in AmpleoCRM

What it looks like at a wholesaler

Sara sells for a wholesaler. She searches for every carpentry and building firm on Zealand with 10-50 employees and creates them as leads in one click. In the morning she calls through the list and logs the outcome after each call, so the lead moves across the board by itself.

An interested lead becomes an opportunity. Sara sends a quote with the customer's own prices and gets it signed digitally, and the sales manager sees the deal in the forecast without asking.

Sales dashboard with pipeline and forecast

See your own pipeline in AmpleoCRM

Start a trial with demo data, or book a walkthrough built around the way you sell.

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