Define your stages
Start with New, Contacted, Qualified, Viewing, Negotiation, Won and Lost. Adapt the production workflow to your sales process.
MAKE MOMENTUM VISIBLEFrom first hello
From first hello
to a confident close.
Turn a collection of enquiries into an organised sales process. See ownership, value and the next step across every stage, then capture a clear outcome.
Human-first. AI optional.
leadvera.Interactive exampleFROM FIRST HELLO TO CLOSED WON
One opportunity. A clear path.
2345
OROlivia RhyeThe Cedar ResidenceQualified
$850,000 illustrative opportunityRequirements recorded. A viewing is the next useful step.
Try the journey. Every stage works without AI.
01
Move an opportunity using a stage selector or board interaction.
02
Keep open pipeline separate from won revenue.
03
Capture agreed sale values and loss reasons.
THE EVERYDAY CHALLENGEA good opportunity
A good opportunity
shouldn’t get lost.
A list of names shows activity but not momentum. Managers cannot tell which opportunities need a viewing, a proposal or a decision.
A connected way forward.
Use a shared board and list view to organise opportunities by stage, with visible owners, values and outcome details.
See it in the CRMHOW IT COMES TOGETHERA clear process.
A clear process.
A useful next step.
The workflow is visible, understandable and available to your team without AI.
Progress deliberately
Update a stage after the relevant customer conversation or milestone. Human agents can progress every stage without AI approval.
Close with a clear record
Confirm the final sale value and date for a win. Record a reason and useful context for a lost opportunity.
THE DETAILS THAT MAKE IT WORKGive the team clarity.
Give the team clarity.
Keep the controls close.
Board or list
Choose a visual pipeline or a compact table for focused review.
Ownership filters
Inspect a person’s pipeline or the whole team’s opportunities.
Outcome records
Preserve closing notes, value and decision history.
Connected reporting
Totals update from the same opportunity records your team works on.
Human-first is a working principle.
Explore AI optionality Manual entry, qualification, assignment and progression remain available. Optional AI can assist without controlling the core journey.
Can we bypass AI qualification?
Yes. Human qualification and manual stage progression are first-class workflows.
Does moving to Won confirm a real sale?
The UI asks for confirmation and an agreed value. Production controls should connect any required agreement or approval before treating that outcome as authoritative.
Can we reopen an opportunity?
The design supports stage changes while preserving history. Production permissions can restrict who reopens closed opportunities.
PUT THE PICTURE TOGETHER
Your next chapter starts with a clear view.
Explore the workspace, then shape it around the way your team sells.