CRM Module

Close More Deals with Intelligent Sales Tools

Manage every lead, track every conversation, and move deals through your pipeline with AI-powered insights that tell you exactly what to do next — and when.

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yourcompany.ebiz.io included
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CRM — Sales Pipeline
Q2 2025
Lead
Discovery
Proposal
Closed
Acme Corp$24K
Proposal
Nexus Group$18K
Discovery
Prism Labs$52K
Closed Won
Vertex Inc$31K
Negotiation

🤖 AI Insight

Acme Corp has a 94% close probability. Best time to follow up: Tuesday 10 AM.

0%
More Deals Closed
Average uplift in 90 days
0×
Faster Lead Response
With automated follow-up
0+
Integrations
Email, calendar, Slack & more
0.0%
Uptime SLA
Enterprise-grade reliability
Everything you need to sell

Powerful CRM Features, Zero Complexity

From first contact to signed contract — every tool your sales team needs, beautifully unified.

Visual Sales Pipeline

Drag-and-drop deal cards across fully customizable stages. See every opportunity at a glance with value and probability scores.

AI Lead Scoring

Our AI ranks every lead by close probability, engagement score, and fit — so your team focuses on the deals most likely to close.

Email & Activity Tracking

Know the moment a prospect opens your email, clicks a link, or visits your pricing page. Trigger automated follow-ups instantly.

Sales Forecasting

Accurate revenue forecasts powered by historical data and AI. Share live forecast dashboards with leadership — no spreadsheets.

Call & Meeting Logs

Log calls and meetings in one click. Auto-transcription, sentiment analysis, and action items extracted automatically.

Customer Support Ticketing

Handle post-sale support without leaving CRM. Route tickets, track SLAs, and view the full customer history in one thread.

Contact & Account Management

Rich contact timelines, company hierarchies, relationship maps, and engagement history — always at your fingertips.

Workflow Automation

Automate follow-ups, stage transitions, task assignments, and notifications. Build no-code workflows in minutes, not days.

Revenue Analytics

Win/loss analysis, rep performance, deal velocity, and conversion rates — every metric your team needs to improve.

Sales Pipeline

See Your Entire Pipeline — One Screen

No more chasing your team for updates. Your visual pipeline shows every deal, its value, stage, and probability in real time. Drag deals forward, spot bottlenecks instantly, and keep momentum.

  • Fully customizable pipeline stages and fields
  • Deal value, probability, and age at a glance
  • Forecast roll-up by stage, rep, or territory
  • One-click activity log — calls, emails, notes
  • Automated reminders when deals go stale
Pipeline OverviewTotal: $899K
Leads
48 deals
$210K
Qualified
31 deals
$168K
Proposal
18 deals
$124K
Negotiation
9 deals
$87K
Closed Won
14 deals
$310K
Email Intelligence

Know Exactly Who Read Your Email and When

Ebiz CRM tracks every email open, link click, and attachment view in real time. Combine this with call logs and meeting notes for a complete picture of every relationship.

  • Real-time open, click, and reply tracking
  • Shared team inbox with deal context
  • AI-written email drafts from deal notes
  • Sequence automation for multi-touch outreach
  • Bulk email with personalisation at scale
Email Activity Tracker
Q2 Proposal Follow-up2h ago
john@acme.com
✓ Opened✓ Clicked
Product Demo Invite5h ago
sarah@nexus.io
✓ OpenedNo clicks
Contract Review1d ago
mike@prism.co
Not openedNo clicks
Revenue Forecasting

Forecast You Can Actually Trust

Combine weighted pipeline data with AI-driven projections to produce forecasts that are accurate to within 5%. Share live dashboards with your board — no more end-of-quarter surprises.

  • AI-adjusted forecast vs. weighted pipeline
  • Scenario modelling (best / base / worst)
  • Rep-level and territory-level breakdowns
  • Live board-ready dashboard with one link
  • Historical accuracy tracking to improve over time
Revenue Forecast
Actual Forecast
Jan
Feb
Mar
Apr
May
Jun
Q2 Target$283K
Built for your business

CRM That Works for Every Sales Team

Professional Services

Win More Retainers & Projects

Track proposal status, manage client relationships, and forecast recurring revenue. Log every call and meeting so nothing falls through the cracks.

Faster proposal close
94%
Client retention rate
E-commerce & Retail

Grow B2B Accounts at Scale

Manage wholesale accounts, track repeat orders, and segment customers by lifetime value. Trigger upsell campaigns when buying signals fire.

+38%
Increase in upsells
10K+
Contacts managed
SaaS & Technology

Run Your Full Sales Cycle

From SDR prospecting to AE close and CS handoff — manage the entire revenue lifecycle in one platform. Native Slack, email, and calendar sync.

28%
Reduction in sales cycle
100%
Pipeline visibility
CRM — 14-day free trial

Ready to Build a Sales Machine?

Start with CRM and see why hundreds of teams close more deals using Ebiz. Your yourcompany.ebiz.io is waiting.

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