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Sales

Keep every customer relationship moving forward.

Leads, calls and partners share one workspace. Each lead has a stage, a value and a person responsible for the follow-up. Start with ready stages, then shape loss reasons, sources and call outcomes to the way you sell.

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Every lead, with its stage in plain sight

Leads come in from Instagram, a form or WhatsApp and land as new. Log the calls and set the next follow-up; an overdue one turns red. For a won customer, the quote and the payment come from the same record.

The details of each lead stay together

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The customer, the proposed value and the next step stay with the lead. Your team uses the same information to review the pipeline, update a quote or prepare the next call.

Who holds which deals

Open leads are grouped by owner, so the load across the team shows at a glance.

The funnel by stage

See how many opportunities sit in each stage, from new lead to won.

Coordinate follow-ups as a team

The owner, the progress and the next task are visible to the whole team. The first message and the latest quote stay with the lead, so a colleague can take over without starting again.

Assign the next task

Give every follow-up an owner and a deadline.

Keep the original enquiry

Link the customer’s first message to the lead for later.

Watch the quote’s clock

See when the quote expires and who follows up.

From first contact to a won deal

Keep the customer, the quote and the next steps together through the whole sale.

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Customers

One record for every customer, shared by every module.

Explore
Quotes

Price quotes with a PDF and a link the customer can accept or decline.

Explore
Document requests

Ask a lead for documents with a link — no sign-in needed.

Explore

Questions about Sales

Leads, the calls that follow them up, and the partners who send them. Its pages: Leads, Calls, Affiliates.

Yes. It has 7 settings: Quiet lead after (days), Close after this many failed calls, Reason to record when closing automatically, Default trial length (days), Default currency, Follow-up queue looks ahead (days), A lead with no follow-up goes stale after (days).

The module has 30 defined actions, each tied to role permissions. Era works within the same permissions, and sending or deleting waits for your approval.

It shares records with Organization, Customers; turning it on brings them into the workspace too.

From first contact to a won deal.

Open Era with your own AI subscription or API key. Turn on what you need and add the rest later — the same workspace on Windows and the web.

Start with EraAll modules