📈 Monthly Pipeline
🎯 Win / Loss
🌍 Revenue by Country
Recent Activity
| Company | CVR / Org.nr | Country | Cases | Quoted | Won | Last Activity |
|---|
| ID | Company | Contact | Industry | Country | Stage | Assigned | Value | Next Action | 🔎 |
|---|
New leads arrive here. Review and assign to a sales person before any contact is made.
| ID | Company | Qty | Closed By | Type | Rep Earns | Manager Override | Factory Pays | Status |
|---|
Use {variables} for personalisation. Click a template to expand and edit.
📸 Product Image Library
Sales Manager uploads approved product images here. When composing an email, download the image and drag it into your email client before sending. This avoids spam filters and ensures the customer sees the product.
📄 Budgetary Quote Builder
Build quotes linked to customer IDs. Discount impact on commission is calculated live.
📦 Product Catalog — from active price list
Products come from the active price list. Manage Price Lists →
♻️ Contact Governance & Prospect Pool
Leads whose cooldown has expired return here. Prevents duplicate outreach and respects customer wishes. Each contact is tracked across all sales team members.
📂 AI Search Archive — past search results not yet added to pipeline
🔍 Z4-Tech Lead Finder
Search for potential customers by industry and region. Claude AI + web search finds companies matching your target profile. You control the scope and cost of each search.
📋 Search History
🪦 Lost Archive
Lost deals, with cooldown tracking. Expired cooldowns can be re-activated. Reference past quotes and history.
📦 Passed Prospects
Evaluated but not pursued right now. Filter by reason or rep — pick up any time.
🗺️ Sales Map
Visualise your pipeline, prospects and won customers on a map. Plan field trips and optimise routing.
📋 Versioned Price Lists
Upload Excel or CSV files to create versioned price lists. The active list is what sales reps see when building quotes. Only one list can be active at a time.
⬆ Upload New Price List
📁 All Price Lists
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Manage your sales team members.
✉️ Email Configuration
Configure SMTP to send branded HTML emails directly from the CRM — with open & click tracking.
SMTP Provider
📊 Recent Email Log
📩 Monitored Mailboxes
IMAP polling — auto-detect customer replies and log them to leads.