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CRM for B2B Sales Teams

The CRM Built for Selling to Businesses

Keep companies, contacts, deals, quotes and follow-ups in one pipeline — so a long sales cycle never depends on one person’s inbox.

Company Accounts

Multiple Contacts

Deal Pipeline

Quotes

Follow-ups

Sales Reports

From the First Meeting to the Paid Invoice.

Sales, open accounts and the next follow-up stay on one screen, so the team always knows what is moving.

B2B CRM dashboard showing sales, invoiced versus received, accounts and contact status

Sales at a Glance

See this month’s sales and how much has been invoiced versus received.

Accounts Overview

New, hot and warm contacts stay visible next to the accounts you are working.

Follow-ups and Meetings

Open the next call, meeting or invoice without leaving the dashboard.

Built for teams that sell to other companies

Software CompaniesManufacturersDistributorsIT ServicesAgenciesWholesalers

B2B Sales Should Not Live in Spreadsheets.

Company details live in spreadsheets and personal inboxes

Several people at one account, and nobody owns the relationship

Deals stall because follow-ups are not scheduled

Quotes are rebuilt from old emails every time

Managers cannot see which deals are actually moving

Handoffs between salespeople lose context

Long B2B cycles disappear between meetings

Everything a B2B Team Needs on One Account

From the first conversation to the signed quote, the whole deal stays visible.

Company & Contact Records

  • One record for every account
  • Multiple contacts and roles at the same company
  • Full activity history on the account

Deal Pipeline

  • Stages that match how you sell
  • Deal value, owner and expected close
  • See stalled deals before they go cold

Quotes & Proposals

  • Prepare quotes from the deal
  • Keep versions with the account
  • Know which proposal is still open

Follow-ups That Stick

  • Schedule the next call or meeting
  • Reminders for the deal owner
  • Nothing waits in someone’s head

Team Assignment

  • Assign accounts and deals to salespeople
  • Managers see every owner’s pipeline
  • Handoffs keep the history attached

Pipeline Reports

  • Open deals by stage and owner
  • Won and lost reasons you can review
  • A clear view of what the team is working

How It Works

01

Capture the Account

Add the company, the people you sell to, and where the enquiry came from.

02

Move the Deal

Track each opportunity through your stages, with an owner and a next step.

03

Send the Quote

Attach the proposal to the deal so the conversation stays in one place.

04

Close with Context

Review activity, follow-ups and outcomes without chasing teammates for updates.

Everything, Organised

Accounts

  • Company profiles
  • Multiple contacts
  • Notes and files
  • Activity timeline

Sales

  • Deal stages
  • Quote history
  • Follow-up reminders
  • Owner assignment

Communication

  • Call logging
  • Email follow-ups
  • Meeting notes
  • Shared account history

Visibility

  • Pipeline by stage
  • Owner performance
  • Won and lost deals
  • Team dashboard

Why Choose Us

Built for B2B Sales

Accounts, multiple buyers and long cycles — not a consumer contact list.

One Shared Record

The whole team sees the same company history, quotes and next steps.

Fast to Start

Import existing companies and start working the pipeline the same week.

Fewer Missed Follow-ups

Every deal has a next action, so opportunities do not go quiet.

Find Any Account

Search companies, contacts and deals instead of digging through inboxes.

Help When You Need It

A guided demo and support so your team is not left to figure it out alone.

Who It's For

Manufacturers

Distributors

IT & Software

Professional Services

Industrial Suppliers

Agencies

B2B Healthcare

Wholesale

Frequently Asked Questions

Ready to See Every B2B Deal in One Place?

Book a free demo and walk through companies, pipeline stages, quotes and follow-ups.

Free demo. No obligation.

Run B2B sales from one pipeline

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