CRM and sales pipeline
Every opportunity is a card you drag from stage to stage, and the funnel shows on the spot how much is in play, what's hot and what stalled. No five open tabs, no tracking spreadsheet, no relying on a rep's memory.
Drag the card and the deal moves.
Every opportunity becomes a card. Drag it from Lead to Won and each stage's value adjusts on the spot. You can see where the money got stuck without opening a report.
The whole funnel at a glance, by value and stage.
Every opportunity organized by stage, with what's hot, what stalled and what's about to close sorted apart. Each column's total adds up by itself.
Probability and weighted value already calculated.
Each deal shows its chance to close and its weighted value (the estimate times the probability). You know what the funnel is really worth, not a guess.
No follow-up slips through the cracks.
Each deal carries tasks, reminders and history. Follow-up no longer rides on a rep's calendar: what's overdue shows up in red.
The funnel moves on its own while the team sells.
You build stage rules that fire a task and an email as the opportunity advances, taking one path or another depending on whether the client opens the proposal.
Client health and credit before you close.
Registration status, the relationship and the credit limit sit right on the opportunity. You decide with the facts in front of you, not after the problem.
Whoever takes over already has the context.
Attachments, interactions and history sit with the opportunity. Nobody rebuilds the conversation from scratch when the account changes hands.
Knowing why you lost becomes sales intelligence.
When a deal doesn't close, you log the reason (price, deadline, competition). That data guides the next negotiation instead of becoming hallway venting.
Why the CRM lives next to the lab
Most labs don't lack a CRM. The problem is the CRM living apart from everything. Here sales and operations are the same line.
One record from first contact to report.
The same client that enters as an opportunity in the funnel is the one who gets the report at the end. No duplicating, no re-typing.
The proposal's status reflects in the funnel.
When the proposal changes stage, the CRM follows. The manager sees the real pipeline, not yesterday's stale snapshot.
What sales sells is what the lab runs.
Service, parameter, matrix and price on the proposal are the same the lab executes. Nothing gets lost in translation between who sells and who analyzes.
Frequently asked questions
Is the CRM included in the system?
The opportunities CRM is optional and can be enabled per lab, according to your plan. Talk to us and we'll show what makes sense for your scenario.
Can I drag the cards between funnel stages?
Yes. The funnel is a Kanban: you drag the opportunity from one stage to another and each column's value updates on the spot. You can also see it as a table.
How do I know when the client opened the proposal?
The proposal goes out by email with a link to the portal, and you track what happens after it's sent. You stop guessing whether it arrived.
Does it replace the CRM I use today?
For a lab, yes: here the funnel already understands service, parameter and matrix, and talks straight to operations. You stop keeping the client in one place and the report in another.
Sales and lab in one system. Time to stop re-typing proposals.
Book a demo and watch your sales flow turn into sampling and a report with no rework, using your services and your prices.