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Every module works on the same records, in your own workspace.

Sales & CRM

Leads that arrive with their story. Deals that keep it.

Messages, emails and web forms become leads with their source attached. A score tells you which to call first and why. Duplicates merge with undo, and every deal carries its conversation, products and quote.

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Capabilities · 45

Everything a sales team runs on, on one record.

Pipelines, clean data, quotes and the customer’s whole history, connected to the work, money and stock that follow the deal.

  • 45capabilities
  • 23signals behind every lead score
  • 19custom field types
  • 10tabs on every record

Pipelines and boards

10
  • Kanban
  • Table
  • Archive
  1. Boards or tables, your choice.Run leads and deals on a drag-and-drop kanban by stage, or switch to a sortable table. Contacts and companies show as a table or a card grid.
  2. Money in every column.Each deal column shows its total, converted into your base currency.
  3. As many pipelines as you sell.Create several lead funnels and deal funnels and switch between them. The board, the table and the counters follow the funnel you pick.
  4. Stages that mean something.Add, color and reorder stages, set a win probability, and mark which stages count as won, lost or archived. (Needs the pipeline-management right.)
  5. Status and temperature at a glance.New, Contacted, Qualified, Unqualified, Lost or Converted, plus Hot, Warm or Cold. Click a counter to filter the board.
  6. Act by dropping a card.Drop a lead on Convert, Lost or Delete at the bottom of the board. On deals, the zones are Won, Lost and Delete.
  7. Every lost lead has a reason.Marking a lead lost asks why (price, competitor, no budget, no response…) and takes an optional note, so “lost” turns into something you can learn from.
  8. See what converted and what didn’t.A status bar counts converted and lost leads. Click a count to open exactly those leads.
  9. Convert in one dialog.Turn a lead into a company, a contact and a deal at once, creating new records or linking existing ones.
  10. Closed deals out of the way.Archive closed deals and find them on their own Archive tab.
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Clean, explainable data

7
  • Score 0–100
  • Exact · Strong · Possible
  • Undo merge
  1. A lead score that explains itself.Each lead gets a score from 0 to 100, built from 23 signals: a message in a messenger, a connected call, a live conversation, a named budget, a linked company record, a repeat lead and more. Open it to see why, and what would raise it. It’s rules, not a black box.
  2. Duplicates caught as you type.The new-lead form warns when the email, phone, company or name matches a lead you already have.
  3. Possible duplicates, graded.8 matching rules sort pairs into Exact, Strong and Possible. Merge them, dismiss them, link them as a repeat lead, or check the whole base now.
  4. Merge with a preview, and undo.Choose field by field which value to keep, merge, and undo the merge from the lead card if it was wrong. For leads.
  5. Duplicate rules you control.AdminSet the weakest match you want suggested, notify the owner, run a nightly scan, and auto-merge exact matches if you choose (off by default).
  6. Where every web lead came from.See first touch, latest visit, channel, UTM tags, gclid or fbclid, referrer, landing page and the pages visited, when your website sends them.
  7. Your sources, your industries.AdminKeep the lists of lead sources and industries your team picks from.
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The record card

13
  • Sheet
  • Own page
  • 19 field types
  1. Open anything in a sheet, or on its own page.Every lead, deal, contact and company opens in a side sheet or at its own link, with General, Documents, Products, Quotes, Tasks, Communication, History, Notes, Files and Connections.
  2. Edit on the card.Change fields inline, choose which fields show, and add a custom field without leaving the record.
  3. Fields of your own.AdminAdd custom fields of 19 types (currency, rating, relation, tags, rich text, file and more) to leads, contacts, companies, deals, invoices and products.
  4. One composer for the next step.From the card, write a comment, schedule an activity, create a task, send an email or a chat message. Mark each entry Internal or Shared.
  5. One click to reach the customer.Email, log a call, open the Telegram, WhatsApp or Viber thread, or send a video-call invite from the card header.
  6. The conversation lives on the record.Read and reply to the record’s chats inline, next to its activities and emails.
  7. Notes with checklists.Write rich-text notes on any record.
  8. Products on the deal.Add catalog products and variants with quantity, discount and tax. The price comes from the right price list, and totals recalculate.
  9. Every deal in its own currency.Each lead and deal keeps its currency, and the deal also stores its value in your base currency for totals.
  10. Requisites and bank accounts.Store a company’s requisites from ready templates (Ukraine, US, Spain, EU VAT and universal) and its bank accounts.
  11. Documents from the record.Create or register a contract, act or proposal from the card and find it in its Documents tab.
  12. From won deal to project.See the delivery projects a deal spawned, and start a new one from the deal.
  13. Your own record types, linked.See records of your custom entities linked to a lead, deal, contact or company.
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Find and work in bulk

8
  • Filters
  • Presets
  • Cmd+K
  1. Filters that go deep.Filter leads by owner, budget, dates, status, temperature, source, stage, score, contact fields and all five UTM fields.
  2. Saved views.Save a filter with its sort as a personal preset and pin it, or start from Hot leads, In progress, My leads or Won deals.
  3. Mine, my team’s, my department’s.Narrow any list to your records, your team’s or your department’s (managers), or everything you can see.
  4. Edit in the table.Change text, selects, amounts and numbers right in the cell.
  5. Bulk changes.Select rows to change owner, stage or status, merge leads, or delete.
  6. Export your leads.Download the filtered lead list as CSV.
  7. Tabs in your order.Reorder and hide the CRM tabs. Your own CRM-type record types appear as extra tabs.
  8. Cmd+K finds it.Search leads, contacts, companies, deals, activities, quotes and channels from one box.
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Activities and quotes

7
  • Board
  • Calendar
  • Payment stages
  1. Activities on a board, a table or a calendar.Plan activities by status (Planned, In progress, Completed, Cancelled) with an overdue counter.
  2. Every touch logged.Log calls, emails, meetings, tasks, deadlines and notes against the record.
  3. Quotes on a board or in a table.Track every quote by status.
  4. Line items and payment stages.Build a quote from line items and split the total into stages: 50% upfront, 50% on delivery.
  5. A status for every quote.Move a quote from Draft to Sent, Viewed, Accepted, Rejected, Expired or Converted, so the board shows where each one stands.
  6. Accepted quote, one click to invoice.Convert it into an invoice or a deal without retyping a line.
  7. The quote as a document.Render the quote from your template, ready to share.
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Lead score

A score that tells you why.

Maria opens Leads on Monday morning and sorts by score. Harbor & Pine Studio is at 72. She clicks the number: the lead wrote in a messenger, named a budget and is linked to a company record. The popover also says what would raise it: a phone number. She asks Emma for her number in the same chat, and the score updates. No guessing, and no model nobody can explain.

Duplicates and merge

The same customer, once.

Emma messages on Instagram on Tuesday and emails on Wednesday. Possible duplicates shows the pair as Exact, matched by email. Maria opens the merge preview and goes field by field: the phone number from one lead, the budget from the other. She merges. If she got it wrong, Undo is right on the lead card, and the history of both leads stays intact.

Convert and quote

Type it once. Use it all the way to the invoice.

Maria converts the lead in one dialog: Harbor & Pine Studio becomes a company, Emma a contact, and the request a deal. She adds 12 oak chairs and 2 ash tables from the catalog, priced from the studio’s price list. The quote splits the $2,308.00 into two payment stages. When Emma accepts, Maria converts the quote into an invoice in one click.

AI in this module

AI that does the CRM work you’d rather not.

  1. Ask about your pipeline.“Which deals are stalled?” “Which leads have no next action?” AI Brain answers from the records you’re allowed to see, and its home screen shows stalled deals and new leads at a glance.
  2. Let AI do the updates.AI Brain and agents search, create, update, bulk-update and convert leads, deals, contacts, companies and quotes, and add notes, inside your permissions. In Approval mode, every change waits for your OK.
  3. Fill empty lead fields from the chat.AdminAI Lead Enrichment reads a lead’s conversation and fills empty fields when it’s confident.
  4. The score stays rules.The lead score isn’t AI. It’s 23 signals you can read, so it can always tell you why.

See AI

Connected

Connected to the rest of APROS.

  • Conversations

    A new chat or email creates the lead, and the thread stays on its card.

    See Conversations

  • Finance

    An accepted quote or a won deal becomes an invoice in one click, with the same products and currency.

    See Finance

  • Projects & tasks

    Start the delivery project from the won deal, and its tasks link back to the deal.

    See Projects & tasks

  • Automation

    The Automation button on the Leads and Deals boards opens the rule builder for leads or deals.

    See Automation
  • Booking pages create a scheduled call and a lead in one step. See Calls & calendar
  • A digital business card with a QR code, shared from Telegram, turns a scan into a contact. See APROS in Telegram
  • Your website posts leads, with their attribution, through the REST API. See Developers
FAQ

Sales questions.

Is the lead score AI?

No. It’s built from 23 coded signals: a phone number, a message in a messenger, a connected call, a named budget and so on. Because it’s rules, it can show you exactly why a lead scored what it did and what would raise it.

Can we merge duplicate contacts and companies?

Merge works on leads, where duplicates start: 8 matching rules, a field-by-field preview and undo. The create form also warns you when a new lead matches one you already have.

Can we send a quote from APROS?

Generate the quote as a document from your template, then share it by link or attach it to an email. Set its status on the record as it moves (Sent, Viewed, Accepted). When it’s accepted, convert it into an invoice in one click.

Give every lead a next step. Join the waitlist, or book a demo and we’ll run one of your real deals through APROS.

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