NAVICORE ONE company operating system · Part 13 · Projects & clients
Clients & sales pipeline
Keep every lead, client and deal in one place, from first contact to signed contract.
What this page describes is the intended scope from the product specification. The status label shows how far along this area is.
Illustrative layout, not a live screenshot.
What it is
Leads, companies, contacts, opportunities and deals move through a sales pipeline, with follow-ups, notes and the full communication history. Contracts and client documents stay with the client, which also links to that client's projects and a client portal.
The problem
Leads and conversations scattered across inboxes and notebooks get forgotten.
What NAVICORE ONE does
NAVICORE ONE keeps leads, companies, contacts, deals and every note and follow-up on one client record.
The result
Nobody has to ask where a conversation was left.
Who uses it, and when
- The sales team
- From the first lead to a closed deal
- Account and project managers
- When delivering work for a client and keeping the history straight
- Owners
- When reviewing the pipeline
How it works, step by step
From lead to client
Sequence assembled from this part's listed functions, in plain language.- 1
Lead
- 2
Company & contact
- 3
Opportunity
- 4
Deal
Moves through the sales pipeline
- 5
Follow-ups & notes
With communication history
- 6
Contract
- 7
Client projects & documents
Plus the client portal
Key functions
Leads
People and companies who might buy.
Companies & contacts
Who they are and who to talk to.
Opportunities & deals
Possible sales, and the ones actively being pursued.
Sales pipeline
See every deal by stage.
Follow-ups & notes
Never lose track of the next step.
Communication history
Every conversation on one timeline.
Contracts & client documents
Agreements and files kept with the client.
Client projects
The work you are doing for them.
Client portal
A place for clients to see their side of the work.
Full scope from the product specification (13 items)
- Leads
- Companies
- Contacts
- Opportunities
- Deals
- Sales pipeline
- Follow-ups
- Notes
- Communication history
- Contracts
- Client documents
- Client projects
- Client portal
How it connects to other parts
- Part 11Live
Projects & tasks
Plan, assign and track every project and task, so everyone sees who is doing what.
- Part 14In build
Finance & accounting
Track money in and out, claims and invoices, with approvals and a permanent history.
- Part 18In build
Documents & knowledge base
Store, share and find every document, policy and procedure, with the right permissions.
- Part 15In build
Chat & communication
Talk to your team in one place: chat, channels, files, calls and meetings.
- Part 28In build
Role dashboards
Open NAVICORE ONE and see what your role needs first, from employee to owner.
See it in action
Ask for a demo, or tell us how you would like to partner.