Your office, everywhere
CRM that stays connected to the rest of the business.
Capture better leads, follow up with confidence, and turn more opportunities into customers without losing context along the way.
Core CRM capabilities
From first contact to closed deal, Pleelo CRM keeps sales connected to operations and finance.
Richer lead capture
Store contact details, addresses, property-style leads, geolocation, notes, photos, and context from the first interaction.
Pipeline visibility
Track which opportunities are new, contacted, quoted, negotiating, won, or lost without spreading the process across spreadsheets.
Lead-to-customer conversion
When the sale is real, convert the lead and keep the commercial history connected to the customer and finance side.
Interactions and follow-ups
Log calls, emails, visits, and notes on every lead so the team always knows what happened and what needs to happen next.
Lead segmentation
Classify leads by source, type, industry, or custom tags to analyze performance and focus on the highest-value opportunities.
Conversion analytics
Track win rates, pipeline velocity, and lost-deal reasons to continuously improve your sales process.
See your pipeline at a glance
Track every opportunity through clear stages. Know exactly how many deals are in each phase and where revenue is likely to come from.
- Configurable stages that match your actual sales process
- Stage history with timestamps to measure pipeline velocity
- Lost-deal tracking to learn and improve win rates
Pipeline Overview
Real-time stage distribution
From lead to customer in one workflow
When the opportunity is won, convert the lead into a customer. All commercial history carries over so nothing is lost.
Capture
Lead enters with contact and source info
Follow up
Log interactions, send quotes, track stages
Close
Deal is won, lead is ready for conversion
Convert
One-click conversion with full history preserved
Why teams switch to a more connected CRM
Your sales process works better when leads, customers, quotes, billing, and operations all stay in the same flow instead of being rebuilt in different systems.