Sales & CRM

No quote gets left behind.

Every enquiry has a stage, an owner and a next step. The forecast is calculated from quotes actually sent, not from gut feeling.

Request a demo What's inside ↓
Sales & CRM in Pangea
Pipeline: €296k open, €75k forecast, calculated from quotes sent.

What's inside

From lead to signed order.

Pipeline value, live.

Every card carries value, stage and probability. The forecast is calculated from the quotes that have really gone out.

Pipeline value, live in Pangea
€296k open, €75k forecast, 12 deals.

Opens reported.

You see when the customer opens the quote, and call at the right moment.

Opens reported in Pangea
AN-0002 viewed by the customer, opening reported with timestamp.

Acceptance by link.

The customer accepts on their phone and signs. The order confirmation is created from the quote.

Acceptance by link in Pangea
AB-0007 from AN-0011, no re-entry.

Conversion by stage.

You see at once where enquiries get stuck. Sales territories show where appointments are missing.

Conversion by stage in Pangea
Win rate 75%: 3 won, 1 lost.

Connected to

One deal, and everything after it follows by itself.

1Deal won

The customer accepts by link.

2Project created

With customer, address, phase and team.

3Quote becomes order confirmation

Line items stay, the number range runs on.

4First progress invoice

From the payment schedule, as an e-invoice.

Customer, project, document and payment are one model. That is why the next step follows from the previous one, without re-entry.

AI in this area

The AI proposes. You approve.

Lead scoring

The hot enquiries first: a score from source, region, project size and response time.

Quote draft from the enquiry

An email or form becomes a draft with line items. You check it, then it goes out.

Answers with sources, only with what the person asking may see. Data in the EU.

AI approvals: proposals waiting for approval
AI approvals. Proposals ready for review, with reasoning.

Who it's for

Three roles, the same numbers.

Management

Pipeline value and forecast, without asking around.

Sales

Next step on every card, opens reported.

Office

Quote without retyping, order without re-entry.

Replaces

Pipedrive, HubSpot ≈ €25 per user

Included in the Pangea user price.

See pricing Request a demo

Frequently asked questions

What businesses ask us about sales.

Can leads from Meta ads be created automatically?
Yes. Leads from your website, lead portals and ads come in automatically and are scored, assigned and reported.
Can I see whether the customer has opened the quote?
Yes, with the time and number of opens. Optionally with a push notification to the owner.
Can the customer sign on their phone?
Yes. Acceptance by link, signature on the phone, and the order confirmation is created automatically.
How do I move over from Pipedrive or HubSpot?
Contacts, companies and open deals via CSV import. We walk you through the switch in the demo.
Can I define my own sales stages?
Yes. Stages, mandatory fields and automations per stage are fully configurable.

Next step

A demo with someone who has issued progress invoices themselves.

30 minutes on your own example: one project from quote to payment, with your numbers.

Request a demo See pricing

Data migration via DATANORM, Excel and DATEV.