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Leads, Deals and What Follows

Work the pipeline, log every call, and turn a won deal into a real project.

  • Combine lead management and deal tracking in one intuitive platform.
  • Work with your team in real-time for seamless deal progression.
  • Designed for solo operators or teams aiming to hit ambitious targets.
  • Eliminate inefficiencies and reduce the chances of missed opportunities.
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PIPELINE · Q3

$248,000 open

Qualified

12 deals

$86k

Proposal

8 deals

$64k

Negotiation

5 deals

$58k

Closed won

6 deals

$40k

Orbital Freight · deal won

$40,000 · 18 day cycle

Project created from this deal

Automatic

Call logged · Acme Corp

12 minutes · notes added to the deal

A Pipeline You Can Work

Two pipelines — one for leads, one for deals — each as a board or a list. Change stage or lead type on a whole selection, save the columns your team argues about, and export when finance asks.

  1. Board or List

    Drag across stages, or work the same records as a table.

  2. Bulk Actions

    Change stage or lead type on a selection, not one by one.

  3. Custom Views & Export

    Save the columns that matter and take the list out when finance asks.

Everything on the Record

Account history is a tab, not a memory. Activities, notes and call logs sit on the lead with their dates and owners, alongside the files and the people who actually signed them.

  1. Activities & Calls

    Logged against the lead, with dates and owners.

  2. Files & Contacts

    Proposals and the people behind them, on one record.

  3. Follow-Up Dates

    Nothing sits untouched because nobody owned the next step.

Forecast on Numbers

Deals carry the fields a forecast needs — value, probability, priority and an expected closing date — so the quarter can be sorted by what actually moves it rather than by optimism.

  1. Value & Probability

    70% on $22,000 beats “looking good” every time.

  2. Priority & Close Date

    Sort the quarter by what actually moves it.

  3. Stage Duration

    See how long deals really take at each stage of the pipeline.

From Signature to Delivery

The handover happens inside the same workspace. A won deal becomes a delivery project with owners attached, client threads stay in the shared inbox, and forms handle intake and feedback.

  1. Deal to Project

    Start delivery without re-keying the account.

  2. Shared Inbox

    Client threads with tags, attachments and scheduled sends.

  3. Forms

    Intake, qualification and post-sale feedback from one builder.

Everything a Sales Team Touches, in One Workspace

Six modules doing the work of six tools — from first contact to the project that follows the signature.

Leads

Pipeline and list views, with stages, sources and follow-up dates.

Deals

Value, probability, priority and expected closing date on every card.

Activities & Calls

Calls, notes and activities logged against the account record.

Forms

Inbound capture that arrives as a lead with a source and an owner.

Inbox

Client mail in one shared inbox, with the account history beside it.

Reports

Pipeline value and stage movement, without a manual roll-up.

The Week the Quarter Ends, Two Ways

On the left, the pipeline, the calls and the delivery live apart. On the right, they share a record.

THE USUAL WEEK

Without Kazentic

  • Pipeline lives in a spreadsheet nobody trusts
  • Call outcomes remembered, not recorded
  • Inbound forms land in an inbox and stall
  • The forecast is assembled by hand each month
  • Won deals re-entered into a delivery tool

THE SAME WEEK

With Kazentic

  • Leads and deals drag across stages, list in sync
  • Calls, notes and activities sit on the record
  • Submissions arrive as leads with a source and owner
  • Value, probability and close date on every deal
  • The account becomes a project with owners on it

Everything your pipeline runs on

Work the Pipeline, Not the Sheet

Board for the day’s calls, list for the clean-up, the same leads underneath.

Leads in Kazentic

Boost Your Sales Team’s Performance With Kazentic

Lead generation, pipeline, deal management and delivery in one place, so the busywork disappears and the relationships get the attention.

Real-Time Performance

Team and individual targets at a glance, read from the pipeline itself.

Quick Collaboration

Pull a specialist into a complex deal without ever leaving the account.

Lead Transparency

Every lead, call and file on one record, so follow-ups never fall through.

Discover what sales teams think about Kazentic

Marcus Bell

Marcus Bell

Head of Sales

The forecast reads off the board now, not a spreadsheet.

Farhana Siddique

Farhana Siddique

Sales Operations Lead

Won deals become projects without anyone re-keying.

Lucas Moreau

Lucas Moreau

Account Executive

Every call lands on the account, so follow-ups stick.

Kavya Nair

Kavya Nair

Business Development Manager

Inbound forms arrive as owned leads, not inbox clutter.

Hannah Osei

Hannah Osei

Sales Director

Stage changes on fifty leads take one click.

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