CRM for Projects — Letonia

CRM for B2B sales teams in projects, in Letonia: deal pipeline with weighted value, leads, numbered quotes, activities and rule-based automations — a web alternative to HubSpot, Pipedrive, Salesforce and Zoho, with plans by number of users.

Milestone pipeline

Each opportunity moves through stages — qualification, proposal, negotiation, signing — with activities that carry deadlines. Set up for sales teams in Letonia, with pipelines, custom fields and reports for the sector.

The “Milestone pipeline” flow works directly in the sales pipeline.

Complex proposals

Each deal keeps its linked contacts and numbered quote documents. The team works on the same opportunity, with full history. Set up for sales teams in Letonia, with pipelines, custom fields and reports for the sector.

The “Complex proposals” flow works directly in the sales pipeline.

Opportunity collaboration

Notes, files, activities and emails sent from the record stay on the deal timeline, in one place. Set up for sales teams in Letonia, with pipelines, custom fields and reports for the sector.

The “Opportunity collaboration” flow works directly in the sales pipeline.

Weighted value per quarter

Deal value multiplied by stage probability gives management a realistic picture of the pipeline. Set up for sales teams in Letonia, with pipelines, custom fields and reports for the sector.

The “Weighted value per quarter” flow works directly in the sales pipeline.

Rule-based deal scoring

Scoring rules rank opportunities by value, stage and the criteria you choose, so effort goes where it matters. Set up for sales teams in Letonia, with pipelines, custom fields and reports for the sector.

The “Rule-based deal scoring” flow works directly in the sales pipeline.