CRM
From lead to quote and sales room — one record.
PureField CRM keeps the sales record on one panel from lead to opportunity, quote, and digital sales room. Quote PDFs, margin visibility, and post-acceptance order or QR-device handoff stay on the same customer card. AI lead discovery, site enrichment, and call summaries run inside the workflow with approval.
Demo
- Lead list + AI discovery
- Quote editor / PDF
- Opportunity pipeline
Not a standalone CRM clone or email-marketing tool. Sell-out and Apollo are not in the public core.
Leads and opportunities
Leads, opportunities, activities, and contacts stay on the same customer card.
- 01
Lead
Candidates and AI discovery share one list.
- 02
Quote
Lines, margin, and PDF are edited in place.
- 03
Accept
Order or QR-device handoff binds to the customer card.
Lead discovery
Proposes ICP-fit candidates; writes need approval.
Copilot
Asks and proposes on the open CRM record with approval.
How does lead-to-quote work?+−
Leads become opportunities, then quotes. Quote PDFs and margin stay on the customer card. After acceptance, stock can create an order and service can attach a QR device.
What is a sales room?+−
A CRM surface that keeps quotes, decks, and buyer engagement on one shared page instead of email attachments.
Can I start with CRM only?+−
Yes. PureStart chooses CRM or Field Service. Pioneer includes CRM as core.
How does AI lead discovery work?+−
The agent proposes ICP-fit candidates. Writes into the list are approved in the panel. The site bot cannot access panel records.
The same platform includes the customer card, document store (DMS), regions, support tickets, and billing. Projects can open when needed and are not a separate mega-menu product. Copilot proposes on the agent surfaces that are enabled.