From prospect to order — made visible.
Who inquired, where does the quote stand, what is the pipeline worth? The lead board shows every sales opportunity in its stage — no inquiry gets lost in sticky notes and mail inboxes anymore.
Every opportunity has its stage
Leads move through your pipeline via drag & drop — and each column shows how many opportunities sit there and what they're worth. Where sales stands is no longer a gut feeling.
- Kanban board with drag & drop
- Count & contract value per stage
- Won/Lost cleanly marked
The pipeline calculates by itself
One-time amount plus monthly revenue times term: SimpliServ calculates the total contract value automatically. Above it stand the metrics that count — open leads, pipeline value, win rate.
- Contract value automatic (setup + MRR × term)
- Pipeline value & win rate live
- Expected close per lead
The whole history in one place
Contact, notes, tasks, comments and the complete activity history are tied to the lead. Whoever takes over reads for five minutes — and is up to speed.
- Tasks & comments right on the lead
- Activity history without gaps
- Contact card with all the data
Days in advance
Duration (min)
Max. parallel bookings per slot
How many appointments may share the same slot at once.
Weekly availability
Your pipeline, your terms
Stages, colors, sources (website, referral, event) and custom fields are yours to define — the pipeline speaks the language of your sales team, not of a piece of software.
- Your own stages with colors
- Sources freely definable
- Custom fields for your info
Leads & CRM in detail
Ready to lose no opportunity ever again?
Start for free or get a live demo of the lead board — based on your own sales.
14-day free trial · Setup included · Cancel any time