Solution
Run CRM and sales on one operating surface.
Lead qualification, opportunity tracking, quotes, and sales rooms stay on the same customer record.
Lead and opportunity pipeline
Qualify prospects, convert to opportunities, and track stages.
Quotes and PDF
Build quotes, keep margin visibility, and manage accept/reject.
Sales rooms
Share content with customers in commercial context.
AI-assisted sales steps
Site enrichment, lead discovery, email drafts, and call analysis run with confirmation.
- 01
Lead created
Opened manually, via integration, or AI lead discovery.
- 02
Opportunity and quote
Activities, quotes, and PDFs stay in the same opportunity context.
- 03
Close and next step
Acceptance can connect into order or device creation.
FAQ
Can CRM be used on its own?+−
Yes. You can start with CRM on PureStart and expand into service and maintenance on the same data model.