CRM and Sales
Build stronger customer relationships and keep deals moving
Organize contacts, capture leads, manage opportunities and give your team a complete view of each customer relationship from first conversation to completed sale.
Sales pipeline
Customer profile
Keep every customer interaction connected
Store contact information, communication history, appointments, quotations, invoices and related work in a central customer record.
- Name and company
- Email and phone
- Address and source
- Tags or segments
- Assigned owner
- Communication history
- Notes and appointments
- Opportunities
- Quotes and invoices
- Support history
- Documents
Capture and organize new opportunities
Create leads manually or collect them through supported forms, campaigns and integrations. Assign leads to sales representatives and track the next action.
- Lead source and owner
- Status and priority
- Tags and notes
- Tasks and follow-up date
- Communication history
- Conversion to contact or opportunity
See every opportunity and next step
Use customizable pipeline stages to understand which deals are new, qualified, proposed, under negotiation, won or lost. Suggested stages include New lead, Contacted, Qualified, Discovery, Proposal sent, Negotiation, Won and Lost.
- Deal value
- Expected close date
- Assigned owner
- Next activity
- Notes and related contacts
- Products or services
- Loss reasons
- Drag-and-drop stages where enabled
- Probability where enabled
Move from interest to agreement
Create quotations, send contracts and capture signatures through supported workflows, helping sales and finance teams maintain a connected record. E-signature providers and legal applicability should be confirmed for your jurisdiction.
- Quotation templates
- Pricing and line items
- Contract templates where enabled
- Electronic signatures where enabled
- Approval before sending
- Document status
- Conversion to invoice
Make booking easier for customers and teams
Create booking calendars, share appointment links, set availability and use reminders to reduce scheduling back-and-forth.
- Individual and team calendars
- Booking links
- Service selection
- Availability rules
- Time zones
- Confirmation and reminder messages
- Rescheduling
- Calendar sync where enabled
Understand the health of your pipeline
Review metrics such as new leads, qualified leads, pipeline value, opportunities by stage, win rate, average deal value, sales by representative, lead source, conversion rate, sales cycle length and lost deal reasons.
Frequently asked questions
Can I customize pipeline stages?
Taskploy is designed to support configurable sales stages. Confirm the exact customization available under each plan.
Can I connect customer invoices to the CRM?
Where modules are enabled, authorized users can view relevant quotations, invoices, payments and activity from the customer record.
Can customers book appointments online?
Supported booking calendars can provide shareable links based on configured availability.
Can Taskploy automate lead follow-up?
Automation may be used to create tasks, send supported messages or trigger other actions based on lead activity and workflow rules.
Give every opportunity a clear next step
Manage contacts, leads, appointments, deals and agreements with Taskploy.