Understand how leads, opportunities, pipelines, activities, reports, and won-deal handoffs work together in Pricefic CRM.

Create or import leads, collect public enquiries, manage duplicates, and turn qualified leads into customers and opportunities.

Create opportunities, use pipeline and list views, move deals through stages, and configure pipelines for different sales processes.

Plan sales tasks, calls, emails, meetings, quotations, and notes while keeping every opportunity timeline understandable.

Move a successful opportunity into delivery by creating a project and converting a linked quotation into an invoice.

Use pipeline value, weighted forecasts, win rate, lead conversion, and lead sources to understand sales progress.