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CRM and Sales
Organize your customers, manage your opportunities, and close more deals.
From the first conversation through the close and beyond, keep every customer detail in one place and move your team on clear steps and accurate data.
✓A complete record for every customer and their history
✓A flexible pipeline for tracking sales opportunities
✓Automated workflows, tasks, and reminders
✓Quotes and e-contracts with e-signature
✓Detailed performance reports for your sales team
🔗
Connected to everything
Conversations, ads, calls, appointments, and invoices
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Clear reports
Measure conversion and performance, and decide better
👥
One team
Assign customers and share notes without friction
⚡
Workflow automation
Run follow-up steps, tasks, and alerts automatically
🔔
Smart follow-up
Automatic reminders and tasks for upcoming opportunities
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Flexible pipeline
Sales stages you customize to your business
✍
Quotes and e-contracts
Send quotes and contracts for e-signature with automatic reminders
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Track every interaction
Conversations, appointments, and notes
Opportunity pipeline
Track sales opportunities through clear stages to the close.
New12
David Reynolds1 day ago5,000
Emily Sandoval2 days ago3,500
Add opportunity
First contact8
Ryan Whitaker3 days ago7,500
Daybreak Company4 days ago12,000
Add opportunity
Meeting6
Marcus Ellison5 days ago15,000
Mathaq Restaurant6 days ago18,000
Add opportunity
Quote sent4
Jessica Nguyen7 days ago22,000
Elite Clinics8 days ago25,000
Add opportunity
Closed / won3
Itqan Company10 days ago20,000
Daniel Brooks12 days ago8,000
Add opportunity
Everything you need to run your sales properly
👤
Customer recordFull details, lead source, tags, notes, and files.
💬
Shared interaction historyEvery conversation and message is tied to the customer record.
✓
Tasks and remindersCreate tasks, set follow-up dates, and make sure no opportunity is forgotten.
👥
Team managementAssign customers, track team performance, and collaborate on every opportunity.
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Products and invoicesSend quotes, issue invoices, and track payments through to settlement.
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Reports and performanceMonitor conversion, sales, team performance, and lead sources.
Michael Torres Prospect
ActionsEdit
Customer information
+1 (415) 555-0142
[email protected]
Facebook Ads
Sarah Mitchell
Current stage: Meeting
Expected value: 15,000
[email protected]
Facebook Ads
Sarah Mitchell
Current stage: Meeting
Expected value: 15,000
ActivityDealsTasksNotes
Monthly growth plan15,000
NewFirst contactMeetingQuote sentClosed / won
Recent activity
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Appointment — consultationJuly 30, 2025 — 4:15 PM
☏
SMS conversationReplied to a question about the plan
✎
Outbound callDiscussed the project requirements
Connects to everything you need
WhatsAppBusiness from Meta
FacebookAds
InstagramDMs
GoogleAds & Business
LinkedInMarketing
TikTokFor Business
YouTubeYouTube Studio
and many moreAdditional integrations
Ready to organize your customers and grow your sales?
Book a free consultation with a Combinu specialist and see how the CRM would work for your business.