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Sales & clients

CRM & sales

One client base, a kanban deal funnel and communication — from first touch to repeat sales.

Not a single lead lostA history for every clientSales are predictable
app.imoox.net

What it solves

Requests get lost

Leads drown in messengers, email and spreadsheets — some just never reach a manager.

All requests from your site, email and chats land in one funnel automatically.

Status is unclear

It’s unclear what stage a deal is at and who owns it.

A kanban funnel with stages, deadlines and owners — all visible on one board.

A manager leaves — the history leaves too

Agreements and contacts live in employees’ personal notes.

All correspondence, tasks and documents are tied to the client and stay with the company.

Key features

01

Clients & companies

Contact base, history and segmentation

02

Leads & deals

Kanban funnel with stages and owners

03

Tasks & reminders

Nothing forgotten on any deal

04

Chat & support

Tickets and client communication

05

Client portal

Orders, documents and payments for the client

06

Requests from the site

Forms and email straight into the funnel

07

Sales analytics

Conversion by stage and manager

08

Automation

Auto-tasks and rule-based notifications

Who it’s for

Sales teamsService & supportAgencies & services

Start selling systematically.