Leadwise
Every lead, deal and follow-up in one place — so nothing goes quiet.
A CRM built for B2B sales teams: a drag-and-drop pipeline, deal pages with a full activity timeline, companies with lead scoring, a shared inbox with email sequences, a quote builder with e-signature, and forecast reporting against quota.
- dashboard, board and forecast agree
- One pipeline
- dashboard, board and forecast agree
- sequences pause on reply
- Auto follow-up
- sequences pause on reply
- priced, sent and signed in one flow
- Quote to signature
- priced, sent and signed in one flow
The brief
Sales teams were running their pipeline across spreadsheets, personal inboxes and quotes built in word processors. Follow-ups depended on memory, deals went quiet without anyone noticing, and the forecast was a guess assembled by hand at the end of every month.
What we built
We built Leadwise around one pipeline that every screen reads from. Deals move through stages with probabilities and stuck-deal warnings, every call, email and meeting lands on the deal’s timeline, sequences follow up automatically and pause when the prospect replies, quotes are built from a price book and signed online with their value synced back to the deal, and the forecast is calculated from the pipeline itself rather than rebuilt in a spreadsheet.
Pipeline board
Kanban stages with totals, weighted value, days in stage and stuck-deal warnings, with filters by owner, close date and industry.
Deal workspace
Stage progress, a timeline of calls, emails, meetings and notes, contacts with their roles, next steps and the linked quote.
Companies & lead scoring
Segments, lifecycle stages, last touch and a lead score that explains itself, with an account panel beside the list.
Shared inbox & sequences
Two-way email threads linked to deals, internal notes, templates and snippets, and multi-step follow-up sequences.
Quotes & e-signature
Line items from a price book, discounts with approval, GST, a branded PDF, version history and online signing with countersignature.
Forecast & reports
Forecast vs quota by month, conversion funnel, win rate by lead source, sales-cycle length and a rep activity leaderboard.
Gallery
Every screen, up close.
Click any screenshot to open it full size — arrow keys step through.
Have something your business needs built?
Tell us about the process, the spreadsheet or the website that’s holding you back. We’ll come back with a plan, a timeline and a price.