Sales CRM

The OnLeads Sales CRM gives you a complete system to manage your sales process from first contact to closed deal. Organize leads in customizable pipelines, track companies and contacts, schedule meetings, assign tasks, and measure performance with built-in analytics.

Getting There

Navigate to Sidebar > Sales CRM and choose from Pipeline, Leads, Contacts, Companies, or Tasks (/crm/). The CRM dashboard provides an overview of your pipeline value, recent activity, and upcoming meetings.

How It Works

1. Create a pipeline. Define your sales process with custom stages. Mark stages as "won" or "lost" to track conversion outcomes.
2. Add leads. Create leads manually, or let them flow in automatically from AI automations (positive replies), calling sessions (callbacks), or LinkedIn enrichment.
3. Link contacts and companies. Each lead connects to a contact record with name, email, phone, and title. Contacts belong to companies, giving you a full organizational view.
4. Work your pipeline. Drag leads between stages, schedule meetings, assign tasks to yourself or team members, and attach deals with products and values.
5. Close and analyze. Mark deals as won or lost. Use the analytics dashboard to track pipeline value, conversion rates, and activity trends over time.

Key Features

• Customizable pipelines — Create multiple pipelines with as many stages as you need. Each stage supports custom names and won/lost flags for accurate reporting.
• Lead management — Track leads through your sales process with deal values, expected close dates, notes, and activity history.
• Companies and contacts — Maintain a contact database with company associations. See all contacts at a company and all leads linked to a contact.
• Tasks with due dates — Create and assign tasks for follow-ups, calls, and other actions. Tasks appear on your CRM dashboard with due date tracking.
• Meeting scheduling — Schedule meetings directly from a lead, or let the AI calendar booking system create them for you when prospects confirm times.
• Color-coded tags — Organize leads with custom tags for quick visual filtering (e.g., "Hot Lead", "Enterprise", "Follow Up").
• Products and deal tracking — Define products or services and attach them to deals for revenue forecasting and reporting.
• Analytics dashboard — View pipeline value, conversion rates, activity tracking, and deal velocity metrics at a glance.

Tips & Best Practices

• Keep your pipeline stages simple (5-7 stages max). Too many stages slow down your process and make reporting less useful.
• Enable auto_create_crm_lead on your AI analyzer steps to automatically funnel positive prospect replies into your pipeline.
• Use tags consistently across your team. Agree on a tagging convention before creating leads to keep your data clean.
• Link contacts to companies early. This gives you a clear picture of how many touchpoints you have within each organization.
• Review your analytics weekly. Track which pipeline stages have the most drop-off to identify where your sales process needs improvement.