CRM pipeline
Stage-based pipeline from enquiry to signed contract. Probability, value, and close date tracked for every opportunity.
SALES MODULE
Convert enquiries to signed projects without losing data mid-handoff.
CRM pipeline, proposal builder, and an estimation engine connected to your effort matrix.
Available on
Growth (basic pipeline)
Enterprise (full suite)
All plans include a 5-day free trial with full access to this module.
THE PROBLEM
What is broken without this module
The handoff from sales to delivery is where most engineering companies lose information. Proposal in PowerPoint, estimate in a spreadsheet, scope agreed over email. Delivery team starts with incomplete information.
Sales connects your CRM pipeline to the estimation engine and proposal builder. Every proposal is linked to an effort estimate. When the deal closes, the project is created automatically with scope and commercial terms attached.
WHAT IT DOES
Every capability, explained.
Proposal builder
Templates by service type. Proposals versioned and stored permanently — not in someone's Downloads folder.
Estimation engine
Connect proposals to the effort matrix. Generate bottom-up estimates by discipline and complexity.
OEM & customer master
Canonical list of customers and OEMs. No duplicate entries or outdated contacts.
Deal-to-project conversion
When a deal closes, create the project directly from the proposal. Scope and terms carry across automatically.
Sales reporting
Pipeline value, win rate, average deal size, and revenue forecast for sales directors.
See it in the real world.
Read how a real engineering company used this module to transform their operations.
GET STARTED
Try the Sales & Proposals module free for 5 days.
No credit card required. Full access. Cancel before day 5 and you will never be charged.
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