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CRM · Sales

The CRM that knows what was sold, delivered and billed.

See the pipeline the way you work it.

Pipeline

Opportunities by stage, expected revenue on every card. Drag one to Negotiation and its owner knows.

See the pipeline the way you work it.

  1. Opportunities by stage, expected revenue on every card. Drag one to Negotiation and its owner knows.

  2. Every field, editable in place, with a filter you can save: mine, closing this month, no next activity.

  3. The week's calls, visits and follow-ups by day, with the discovery calls booked through Appointments already on it.

  4. Your clients and prospects where they are, so Tuesday's site survey and Tuesday's follow-up visit are in the same town.

The opportunity, its next activity, and what it adds up to.

Your stages, your fields, your pipelines.

Book a demo

Every opportunity has a next activity

A call, a visit, a quote to send, a follow-up email. The card says what it is and when, and an opportunity without one is the first thing the list flags.

The thread is on the record

Every email, call and meeting about the deal, in order, on the opportunity, whoever handled it.

Follow-ups that come back

A client you have not spoken to in ninety days is a reminder, not a memory.

The pipeline as a number

Open, weighted by stage, and won this month, read from the cards rather than a Friday spreadsheet.

Won, and then

Marking an opportunity won offers what comes next: the quote, the project, the subscription.

Every opportunity has a next activity

A call, a visit, a quote to send, a follow-up email. The card says what it is and when, and an opportunity without one is the first thing the list flags.

Book a demo

This is the room.

One opportunity, opened: the thread, the activities, the quote it is waiting on, and, in the side panel, what this client already has: the current contract, the visits done under it, the invoices paid.

See it with your own pipeline

Your opportunity, shaped for a six-month deal. And for a lead that arrived this morning.

What adapts: what an opportunity is (an enquiry with a drawing, a form filled on your website), the stages it goes through, the fields it carries, where its leads come from, and what it becomes when it is won. Two businesses can run CRM and share nothing but the word "pipeline".

See it on your own data

A metal fabricator

Deals take months and three quote revisions. An opportunity carries the drawing reference, the tonnage, the lead time and the deposit; its stages are Enquiry, Site survey, Quote sent, Revised, Order confirmed; and the won opportunity becomes a project with a deposit invoice on day one.

A web agency

Leads arrive from the website form and a campaign. An opportunity carries the source, the budget band and whether it is a project or a retainer; its stages are Inbound, Discovery call, Proposal, Won; the discovery call is booked through Appointments; and the won opportunity becomes a project or a monthly subscription.

The follow-up, drafted from the thread.

The client wrote on Tuesday asking to bill quarterly. The assistant reads the thread, the quote and the client's current contract, drafts the reply (yes to quarterly, the terms revised, the visits already done this year mentioned), and proposes the next step: revise the quote, send it Friday. Mathilde edits one sentence and sends. Nothing leaves without her.

See it on your own data

What the opportunity becomes.

Your stages, your fields, your pipelines.

See it on your own data

The quote. Priced from your catalogue, on the opportunity, and its acceptance moves the stage to Won.

See Quotes.

The quote. Priced from your catalogue, on the opportunity, and its acceptance moves the stage to Won.

The subscription. A won maintenance contract or retainer becomes a subscription that invoices itself, and its renewal comes back as an opportunity.

See Subscriptions.

The subscription. A won maintenance contract or retainer becomes a subscription that invoices itself, and its renewal comes back as an opportunity.

The campaign. The contact who opened, clicked and replied is an opportunity with its source on it, and the campaign knows what it produced.

See Enobase Email Marketing.

The campaign. The contact who opened, clicked and replied is an opportunity with its source on it, and the campaign knows what it produced.

The event. The contacts met at the fair are records with the event on them, and the follow-ups are activities on the week after.

See Events.

The event. The contacts met at the fair are records with the event on them, and the follow-ups are activities on the week after.

The inbox. An email from a client about a second showroom is an opportunity on that client, created from the message, with the message on it.

The inbox. An email from a client about a second showroom is an opportunity on that client, created from the message, with the message on it.

Your stages, your fields, your object.

A fabricator's pipeline has a site survey and three revisions; an agency's has a discovery call and a proposal. Both are stages you name, in a pipeline you can have more than one of. The opportunity itself is an object you own: add the drawing reference, make the weighted value calculate from the stage, make the deposit required before Order confirmed, and every view, every filter and every report picks it up.

See it on your own data

The CRM you would otherwise buy stops at won.

It is good at the pipeline. It has never seen your invoice, your subscription or your project, so the next deal with the same client starts from a contact card.

  • A pipeline by stage

    A spreadsheet
    By hand
    A CRM tool
    Yes
    A suite module
    Yes
    Enobase
    Yes, and a list, a calendar and a map

  • The email thread on the opportunity

    A spreadsheet
    No
    A CRM tool
    Yes, synced
    A suite module
    Yes
    Enobase
    Yes, and a message can become the opportunity

  • The quote from the opportunity

    A spreadsheet
    Typed in
    A CRM tool
    An add-on, or another tool
    A suite module
    Yes
    Enobase
    Yes, priced from your catalogue

  • What was invoiced, and what is still owed

    A spreadsheet
    No
    A CRM tool
    No
    A suite module
    Yes, in their invoicing
    Enobase
    Yes, on the client record

  • The subscription that renews

    A spreadsheet
    No
    A CRM tool
    No
    A suite module
    Sometimes
    Enobase
    Yes, and the renewal comes back as an opportunity

  • The follow-up drafted from the thread

    A spreadsheet
    No
    A CRM tool
    On a higher plan
    A suite module
    Sometimes
    Enobase
    Yes, with its next step, from your records

  • Your own stages and fields

    A spreadsheet
    Yes, uncontrolled
    A CRM tool
    Custom fields, limited
    A suite module
    With a developer
    Enobase
    Yes, calculated ones too

  • Time to live

    A spreadsheet
    A day
    A CRM tool
    A week
    A suite module
    Months
    Enobase
    One to two weeks
What you needA spreadsheetA CRM toolA suite moduleEnobase
A pipeline by stageBy handYesYesYes, and a list, a calendar and a map
The email thread on the opportunityNoYes, syncedYesYes, and a message can become the opportunity
The quote from the opportunityTyped inAn add-on, or another toolYesYes, priced from your catalogue
What was invoiced, and what is still owedNoNoYes, in their invoicingYes, on the client record
The subscription that renewsNoNoSometimesYes, and the renewal comes back as an opportunity
The follow-up drafted from the threadNoOn a higher planSometimesYes, with its next step, from your records
Your own stages and fieldsYes, uncontrolledCustom fields, limitedWith a developerYes, calculated ones too
Time to liveA dayA weekMonthsOne to two weeks

Questions about CRM

Yes. On its own it is contacts, a pipeline, activities and the thread on the record. Turn Quotes on and the opportunity produces the quote; turn Subscriptions on and the won contract renews itself.

QuotesPrice the opportunity from your catalogue and send the quote its acceptance turns into a deal won.ExploreSubscriptionsThe won contract that invoices itself every quarter, and comes back as an opportunity when it renews.ExploreEnobase Email MarketingThe campaign whose replies land in the pipeline with their source on them.Explore

See Enobase on your own pipeline.

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marketing/widget-experience-detail
widget: marketing/widget-experience-detail family: widget kind: record frame: sticker subject: one opportunity with its stage, expected revenue, the last thing that happened and the next activity planned move: the next activity landing last, its date pulsing once neighbour: widget-client-record (S1) · that one is the client with everything sold to it; this is one deal in flight content: OPP-2026-0091 Annual maintenance 2027 · Maison Berger · stage Negotiation · expected €9,600.00 · probability 80% · close 30 Sep · owner Mathilde Renard · last: email from the client, 16 Sep, "can we bill quarterly?" · next: Send revised terms, Fri 18 Sep 10:00 · quote DEV-2026-0228, sent props: the opportunity, the stage, the next activity not: the client record static: no tags: modules=crm · categories=sales · capabilities=data-model · industries= · sections=bento,grid,two-up,zoom · reusable=yes
Open asset editor
marketing/asset-activity-list
with three events on OPP-2026-0091: "Email in, 16 Sep, quarterly billing?", "Call logged, 12 Sep, 20 min", "Quote DEV-2026-0228 sent, 9 Sep"
Open asset editor
marketing/widget-relationship-reminders
with "Delcourt & Fils · last contact 14 Sep · next: Site survey 15 Sep · reconnect every 90 days"
Open asset editor
marketing/asset-stat-card
with "Open pipeline, September: €57,100.00 · weighted €23,480.00 · won €18,400.00"
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marketing/widget-actions
with Create quote, Start project, Start subscription
Open asset editor
marketing/screen-workspace-records
screen: marketing/screen-workspace-records family: screen view: record nav: same, Opportunities active subject: an opportunity record with its thread and activities in the centre and the client's existing business in a side panel content: OPP-2026-0091 Annual maintenance 2027, Maison Berger; header: stage Negotiation, expected €9,600.00, probability 80%, close 30 Sep, owner Mathilde Renard; tabs Thread (active), Activities (3), Quotes (1), Documents; the thread shows the client's email of 16 Sep asking for quarterly billing and the logged call of 12 Sep; side panel "Maison Berger today": contract PRJ-2026-0139 Annual maintenance, 3 of 4 visits done, last visit INT-2026-0077 signed, invoices 2026 paid in full, 0 open tickets neighbour: screen-project-record · same record layout; the side panel reads from the other apps instead of the board below tags: modules=crm,subscriptions,field-service · categories=sales · capabilities=data-model · industries= · sections=full-screen,swipe · reusable=yes
Open asset editor
marketing/widget-experience-detail
widget: marketing/widget-experience-detail family: widget kind: record frame: sticker subject: one business's version of the unit of work, its own fields visible move: the fields that differ from the other case landing last, marked neighbour: widget-case-card · reused; the content is this case content: Metal fabricator · OPP-2026-0117 Mezzanine steelwork, Delcourt & Fils · Drawing ref: DWG-0417 · Tonnage: 3.20 t · Lead time: 6 weeks · Deposit: 30% (€13,890.00) · Expected: €46,300.00 · Stages: Enquiry, Site survey, Quote sent, Revised (3), Order confirmed · Becomes: project plus deposit invoice · marked fields: Drawing ref, Tonnage, Deposit props: the business label, the object, the marked fields not: a filled operational record; this is the shape one business gave it static: yes
Open asset editor
marketing/widget-experience-detail
widget: marketing/widget-experience-detail family: widget kind: record frame: sticker subject: one business's version of the unit of work, its own fields visible move: the fields that differ from the other case landing last, marked neighbour: widget-case-card · reused; the content is this case content: Web agency · OPP-2026-0104 Website relaunch, Studio Ferrand · Source: website form, campaign "Autumn relaunch" · Budget band: €10,000.00 to €15,000.00 · Type: project · Discovery call: 16 Sep, booked via Appointments · Expected: €12,500.00 · Stages: Inbound, Discovery call, Proposal, Won · Becomes: project or subscription · marked fields: Source, Budget band, Discovery call props: the business label, the object, the marked fields not: a filled operational record; this is the shape one business gave it static: yes
Open asset editor
marketing/widget-mail-approval
widget: marketing/widget-mail-approval family: widget kind: ai frame: stack subject: a follow-up drafted from one opportunity's thread, with the next activity it implies, held for the owner to send move: the draft typing out with a source chip per fact, then the next activity appearing beneath it, then the Send button neighbour: widget-mail-approval · same drafted-email-held-for-approval shape; this one is written from the record's thread and quote, cites them, and proposes the next activity alongside content: OPP-2026-0091 Maison Berger; draft to the client: "Quarterly billing is fine: €2,400.00 per quarter, first invoice on 1 Jan. The revised terms are attached. Three of this year's four visits are done, the last one is planned for December." · source chips: Thread (16 Sep), DEV-2026-0228, PRJ-2026-0139 · proposed next activity: "Revise DEV-2026-0228 to quarterly, send Fri 18 Sep" · buttons Edit, Send props: the opportunity, the sources, the proposed activity not: a chat, and not an answer to a question static: no tags: modules=crm,enobase-quotes · categories=sales · capabilities=ai,inbox · industries= · sections=zoom,bento,split · reusable=yes
Open asset editor
marketing/widget-invoice-issued
kind: pair, sticker; behind: OPP-2026-0091 Negotiation €9,600.00; in front: DEV-2026-0228 Annual maintenance 2027, Maison Berger, 4 lines, €9,600.00, Sent 9 Sep, "from OPP-2026-0091"
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marketing/asset-status-roll
with "Annual maintenance 2027, Maison Berger" rolling from Won to Subscription SUB-2026-0034 active to Renewal opportunity, 1 Oct 2027
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marketing/asset-activity-list
with three events on Studio Ferrand: "Campaign Autumn relaunch opened", "Link clicked, pricing page", "Replied, OPP-2026-0112 created"
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marketing/asset-activity-list
with "Trade fair, 14 Oct, Delcourt & Fils met", "Follow-up call, 16 Oct", "Site survey, 22 Oct"
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marketing/widget-mail-extract
with an email from Léa Dumont, Atelier Nord, terms marked: "second showroom", "Antwerp", "spring", "similar budget"; action Create opportunity
Open asset editor
marketing/widget-contract-library
widget: marketing/widget-contract-library family: widget kind: record frame: sticker subject: the opportunity object's definition, its fields and which ones are custom or calculated move: the calculated field appearing last with its formula neighbour: widget-project-object (services page) · reused; the object is the opportunity and the custom fields are a fabricator's content: Opportunity: Name (Text), Client (Relation), Contact (Relation), Pipeline (Select), Stage (Select, per pipeline), Expected revenue (Currency), Probability (Percentage, from stage), Weighted value (Currency, Calculated: Expected revenue times Probability), Next activity (Relation), Quote (Relation to Quotes), Drawing ref (Text, Custom), Deposit (Percentage, Custom, required before Order confirmed) props: the object name, the field list not: a filled record static: yes
Open asset editor

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