Every lead followed up, every deal tracked
A simple sales pipeline for growing businesses: capture leads, move them through your stages, schedule follow-ups and see what is about to close.
Free to start — no sales-ops team required.
Capture leads
Add leads by hand or from your website, with source and value.
Pipeline board
Drag deals through your own stages, from new to won.
Follow-ups
Schedule the next call or visit so no lead goes cold.
See what closes
Pipeline value by stage and what you won this month.
A pipeline that matches how you sell
Set your own stages — new, contacted, proposal, won, lost — and move deals across a board. Each card shows the value, the owner and the next step.
- Custom pipeline stages
- Drag-and-drop deal board
- Deal value and expected close date
- Won / lost with a reason
Follow-ups that actually happen
Log every call, meeting and note on the lead, and set the next activity with a date. Your list of due follow-ups is waiting every morning.
- Calls, meetings, notes & tasks
- Next activity with a due date
- Overdue follow-ups highlighted
- Full history on every lead
Won leads become customers
When a deal is won, turn the lead into a customer shared with your POS and online store, so the relationship carries on without re-typing.
- Convert won leads to customers
- Shared customer list across apps
- Owner assigned to every lead
- Search and filter by stage, owner or source
Who CRM is for
Service businesses
Agencies, consultants and firms that win work through proposals.
Real estate & construction
Track enquiries from first call to signed contract.
Growing shops
Follow up bulk and wholesale enquiries instead of losing them in chats.
CRM works better with the rest of Saauzi
POS Shop, POS Restaurant, Cashbook and your Online Store share the same products, customers and books. Start with CRM, then unlock everything for one flat price.
Common questions
How is this different from Customers?
Customers is the shared list of people who already buy from you. CRM is for leads you are still winning — with stages, deal values and follow-ups. Won leads become customers.
Can I change the pipeline stages?
Yes. Rename, add and reorder stages to match how you sell.
Can my sales team each see their own leads?
Yes. Every lead has an owner, and you can filter the board by owner.
Does it send emails or SMS?
Not yet. CRM starts with the pipeline, activities and follow-ups; messaging comes later.