Capture Leads, Track the Pipeline, and Convert Customers
Captura mejores leads, da seguimiento con orden y convierte más oportunidades sin duplicar trabajo entre herramientas separadas.
Everything you need to manage your sales pipeline
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 & Follow-ups
Log calls, emails, visits, and notes on every lead so the team always knows what happened and what's 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 Entire Pipeline at a Glance
Track every opportunity through clear stages. Know exactly how many deals are in each phase, what needs attention, and where revenue is likely to come from.
- Configurable Stages
Define pipeline stages that match your actual sales process, not a generic template.
- Stage History
Every stage change is recorded with timestamps so you can measure velocity and identify bottlenecks.
- Lost-Deal Tracking
When a deal is lost, record the reason so you can learn and improve your win rate over time.
Visual pipeline with stage distribution
Lead list with status and details
Complete Context on Every Lead
Every lead has a full profile with contact info, interaction history, estimated value, and current stage. Your team never has to ask "where did we leave off?" again.
- Contact & Address Details
Phone, email, address, geolocation, and property-style fields for real estate leads.
- Interaction Timeline
Calls, emails, visits, and notes logged with dates so the full history is always available.
- Photo & File Attachments
Attach photos, documents, and files to any lead for richer operational context.
From Lead to Customer in One Click
When the opportunity is won, convert the lead into a customer. All commercial history, contacts, and notes carry over so nothing is lost in the transition.
Capture
Lead enters the system with contact and source info
Follow Up
Log interactions, send quotes, and track stage changes
Close
Deal is won, lead is ready for conversion
Convert
One-click conversion to customer with full history preserved
A CRM That Belongs Inside the Business
Pleelo is not a standalone sales toy. Its CRM matters because it connects to finance, operations, and administration. Converted leads become customers who already have context.
CRM dashboard with analytics
Start Managing Your Pipeline Today
Stop losing leads in spreadsheets and chat messages. Pleelo CRM gives your team real visibility and a clear path from first contact to closed deal.