CRM & Sales Pipeline — CRM software with AI lead scoring

Leads, opportunities and accounts on visual pipelines — connected to the rest of the ERP, so the same customer appears in sales, orders, invoices and support without re-entry.

Step-by-step guides for every role

What you get

• Pipeline boards with stages, owners and conversion tracking
• AI record assistant: summaries, next-step suggestions, drafted replies
• Shared activity system (calls, meetings, to-dos) across CRM, projects and HR
• Quotes handed to sales orders and AR invoicing
• Lead capture from your website and campaigns

What each role gets

• SDR — Owns the top of funnel — creating and qualifying leads, logging activities, enrolling prospects into automated outreach sequences, and sending email from a connected mailbox. AI lead-scoring prioritizes the queue, and converting a qualified lead hands off a ready-made contact, account, and opportunity for an account executive to close, with duplicate and already-converted leads caught automatically.
• Account executive — Owns deals from qualified lead to closed-won — working the drag-and-drop pipeline board, building and sending CPQ quotes with tiered discount approval, and closing with a required reason on every lost deal. A Deal Coach AI rail surfaces a live health score, momentum signals, and next-best actions on every opportunity, alongside an AI assistant that summarizes, drafts replies, and translates on any record.
• Sales manager — Runs a sales team with team-wide pipeline visibility — reassigning deals across reps, approving discounted quotes up to tier 2, and adjusting the rolled-up forecast against each rep's commit. Reviews team commissions, decides pending approvals from a dedicated inbox, and gets a sales leaderboard plus AI-assisted deal summaries ahead of coaching 1:1s.
• CRM admin — Configures the building blocks every sales role relies on — pipeline stages and win probabilities, custom fields, lead-scoring models, and routing rules that auto-assign inbound leads. Owns the product catalogue and price books, lead-capture forms and booking pages, sales teams, territories, and the discount-approval matrix — everything short of the module licence itself.
• Tenant admin — Turns CRM on and configures everything beneath it — the licence and every feature flag, pipelines, the CPQ product catalogue, lead-capture forms, sales teams, territories, and quota plans. Sets the tenant AI provider that powers lead scoring and the AI assistant, configures the approval matrix, and can read, reassign, or delete any record across the whole module.

Part of one platform

CRM & Sales Pipeline is one of 30+ modules sharing the same login, the same people, the same customers and the same AI copilot — see all modules or how Tarleaks ERP compares to Odoo, ERPNext and Zoho.