Capture & qualify
Create leads with source, owner, rating, industry and campaign context.
Sales & CRM
Lead Hub Clarity. Pipeline Discipline. Deal Momentum.
Run leads, contacts, companies, deal boards and sales pipelines from one Lead Hub—so every follow-up, product line and conversion stays visible.
IxpertOnCloud Sales & CRM helps teams qualify opportunities, move deals through configurable stages, create quotations from won paths and measure pipeline performance with live analytics.
Lead Hub
Deal Board
Sales Pipeline
Contacts & Companies
CRM Analytics
Work the board
Move deals across stages on the kanban board with clear ownership.
Follow through
Log activities, tasks, reminders and timeline events against each lead.
Convert & measure
Create quotations from conversion paths and track won, lost and pipeline value.
Sales visibility
One Lead Hub for Pipeline Home, My Leads and Deal Work
Sales teams lose momentum when leads, company context, follow-ups and stage progress live in separate tools. IxpertOnCloud Lead Hub brings them together.
From Pipeline Home KPIs to My Leads, Deal Board, Sales Pipeline setup and Analytics, owners and managers share the same reliable view of opportunity health.
Core CRM capabilities
Lead Capture, Ownership and Daily Sales Work
Lead List & My Leads
Search, filter and work the full lead register—or focus on your own open opportunities.
- Search by name, company and mobile
- Filters for source, company, owner, status, rating, industry and campaign
- Date and follow-up range filters; hide Won/Lost; overdue-only view
- My Leads with open-count badge for personal focus
- Import and export with permission control
- Bulk update and owner assignment for selected leads
- Duplicate detection before save
Lead Detail Workspace
Keep every opportunity complete—with products, activities, timeline and documents in one place.
- Details tab for lead profile and next follow-up date
- Products tab with product lines, quantity and UOM
- Activities log for sales engagement history
- Timeline of stage and engagement events
- Documents attached to the lead
- Notify / reminder actions for follow-up discipline
- Overdue follow-up highlighting
Pipeline Home
Start the day with pipeline value, open work and quick paths into board, list and analytics.
- Pipeline value and opportunity snapshots
- Won count and won value visibility
- Shortcuts to Deal Board, Lead List, My Leads and Analytics
- Attention cues for work that needs follow-up
Stages · Board · Conversion
Configurable Pipelines and Deal Movement
Deal Board (Kanban)
See deals by stage and move opportunities visually as qualification progresses.
- Stage columns with deal cards
- Amount and account context on cards
- Drag-and-drop stage updates
- Clear count of deals per stage
Sales Pipeline Setup
Define the stages your sales process actually uses—including open, qualification, won and lost.
- Create and edit named pipelines
- Open stages such as New and Qualified
- Closed Won and Closed Lost stage control
- Stage colours and ordering
- Next-step actions: Create quotation, Create sales order, Create follow-up task
Quotation Conversion
Convert ready leads into quotations with customer, value and commercial notes.
- Quote action from lead detail when conversion is allowed
- Customer / party on quotation
- Terms, delivery and validity remarks
- Conversion info retained on the lead (type and value)
- Lost reasons when opportunities are closed lost
People and accounts
Contacts and Companies Alongside Leads
Contacts
Maintain sales contacts that can be searched, edited and linked in CRM work.
- Contact register with search
- Create and edit contact records
- Import support for contacts
- Contact history context in CRM
Companies
Keep company accounts organized and available when building or filtering leads.
- Company register with selection and edit
- Add contacts in company context
- Company filter options on the lead list
- Link leads to company context for clearer ownership
ERP Customer Link
Connect CRM opportunity work with customer master context used across the platform.
- Customer master screen linkage for account context
- Sales lead searchable from Project Management headers
- Shared platform continuity from CRM into delivery work
Follow-up discipline
Activities, Reminders and Timeline History
Activities & Timeline
- Activity types configurable for sales engagement
- Activity history on each lead
- Timeline chips and entries for stage and event history
- Focus a timeline entry for investigation
Reminders & Follow-ups
- Next follow-up date on the lead
- Overdue follow-up strip and highlighting
- Notify reminder popup from list and detail
- Follow-up date range filters on the lead list
Permissions & Control
- Create, edit, export, import and convert permissions
- Owner assignment controls
- Role-aware toolbar actions
- Controlled Won / Lost handling
Pipeline intelligence
Deals Performance Analytics
Measure pipeline health with period filters and dual performance dashboards.
Pipeline Value
See open pipeline value alongside won and lost deal values for the selected period.
Won / Lost Performance
Track total won deals, win/loss ratio and average days to win.
Deal Sizing
Review average deal size and average sales price from closed-won results.
Period Control
Filter by this month, last month, quarter, year, all time or a custom date range.
Pipeline Selector
Switch analytics by sales pipeline when multiple pipelines are configured.
Dual Dashboards
Use Deals Performance Dashboard 1 and 2 for complementary KPI views.
Business outcomes
Why Teams Choose IxpertOnCloud Sales & CRM
One Lead Hub
Pipeline home, board, list, contacts and analytics in one sales workspace.
Stage Discipline
Configurable pipelines with won, lost and next-step actions your process needs.
Follow-up Accountability
Next follow-up dates, overdue cues, activities and reminders keep deals moving.
Commercial Continuity
Product lines on leads and quotation conversion keep opportunity value connected.
Relationship Context
Contacts and companies sit beside leads—not in a disconnected address book.
Connected Platform
CRM leads link into project and ERP customer context across IxpertOnCloud.
See Lead Hub and Pipeline Working as One
Map your sales stages, lead sources and follow-up rules—we will show a practical Sales & CRM path.