Capture and qualify leads
Maintain lead records and convert qualified leads into customers when the relationship moves forward.
CRM & customer relationships
Keep the next conversation connected to the last.
Bring leads, opportunities, tasks and customer history together. Give your sales team a shared view of the relationship and a clear place to record the next action.
Opportunity pipeline
| Opportunity | Owner | Stage |
|---|---|---|
| Store opening | Sales team A | Qualified |
| Branch supplies | Sales team B | Proposal |
| Monthly reorder | Sales team A | Follow-up |
A shared view of each opportunity
Follow-ups with clear ownership
Customer history close at hand
Built for daily work
The details that keep work connected.
See the pipeline
Organize opportunities by stage and move them through your configured pipeline as conversations progress.
Give follow-ups a home
Assign tasks and organize teams so a next action has a record rather than depending on someone remembering it.
Use the customer context
Review customer statements, purchase history and top products alongside the relationship record.
One connected workflow
From preparation to review.
Capture a lead and assign the responsible team.
Track the opportunity stage and record follow-up tasks.
Convert qualified leads and review customer history.
A few practical questions
Clarity before your next step.
Can a lead become a customer?
Yes. Lead conversion creates a customer record for the next part of the sales relationship.
Can we organize opportunities by stage?
Yes. Pipeline stages and opportunity records support a shared view of where each conversation stands.
How do I choose the right plan and setup?
This module is available from Growth. Review the plan comparison and discuss your team and location requirements during the demo. Compare plans →
Start with your workflow
Let’s see how QuickTap fits your business.
Tell us about your team, locations and working day so we can focus the walkthrough on what you need.