ROOBERP CRM
Every lead, account and deal, followed through.
Leads, accounts and deals in a visual pipeline, with an activity log so follow-ups are not forgotten.
Illustrative interface with sample data.
What's in the suite
What you get with ROOBERP CRM.
Leads · Accounts · Deals · Pipeline · Activities · Proposals
- 01
Leads
Capture inquiries with a durable record and full activity history, then convert them when they are ready.
- 02
Accounts and contacts
One record per customer, with their contacts, deals and direct invoicing.
- 03
Deals and pipeline
Move deals across pipeline stages on a drag-and-drop board.
- 04
Activities and tasks
Log calls, emails, meetings and notes against a lead, deal or account, and see the next action due.
- 05
Proposal tracking
Track a proposal from draft to sent, viewed and accepted. Accepting one wins the deal.
- 06
Won deal to invoice
With ROOBERP Billing enabled, winning a deal creates a draft invoice automatically.
- 07
Custom fields and picklists
Shape lead, deal and account records to how you sell.
Who it's for
- Sales teams
- Service businesses
- Agencies
- Growing businesses
Works with
ROOBERP CRM works on its own. Add other suites and information follows the work.
Common questions
Does it connect to invoicing?
Yes. With ROOBERP Billing enabled, winning a deal creates a draft invoice for your team to review.
Can we add our own fields?
Yes. Custom fields and picklists are configurable per business.
See ROOBERP CRM with your own workflow.
We'll schedule a meeting, show you the software and talk through what you need.
Other suites