A sales funnel that ends in an invoice
Track every deal through your pipeline, keep client history in one place, and convert a win into a quote or invoice without re-entering anything.
14-day free trial · No credit card required
See every deal and what stage it is at
Deals move through clear stages — Lead In, Contacted, Fitting, Proposal, Closing, then Won or Lost. Open the funnel and you can see what is live, what is stuck, and what is about to close, with amounts attached.
- Seven pipeline stages covering the full cycle
- Deal value, expected closing date, and owner on every card
- Won and lost dates recorded automatically
Learn from the deals you lose
Mark a lost deal with a reason — price, timing, unqualified lead, or your own. Over a quarter that turns into a pattern you can act on rather than a feeling about why business slipped.
- Lost reasons recorded on every closed deal
- Win rate visible instead of estimated
- Lost amounts tracked alongside won ones
Companies and contacts, properly linked
Keep client companies and the people inside them as separate records, connected to each other. One company can have several contacts, and a contact can be linked to the company you actually invoice.
- Companies with their own profile and history
- Contacts linked to the companies they work for
- Both usable directly on quotes, invoices, and expenses
Turn a won deal into revenue
When a deal is won, raise the quote or invoice against the same client without retyping details. The document, the payment, and the deal all point at the same company, so the pipeline and the books tell one story.
Know which clients actually pay you
Because the CRM sits on the same data as your invoicing, revenue per client is a real figure, not a guess. You can see who your income concentrates around, and who takes longest to settle.
- Income by client, from issued invoices and payments
- Client history in one timeline: deals, documents, and payments
- Outstanding balances visible per company
Questions
- Is the CRM included on the Starter plan?
- Yes. The sales funnel, companies, and contacts are available on every plan, including Starter at $19 a month.
- Can I import my existing client list?
- Yes. Send your spreadsheet to the Staks Agent — it maps your columns, shows you the result to confirm, and creates companies and contacts in bulk, matching duplicates rather than creating them twice.
- Does a deal have to become an invoice?
- No. Deals can be tracked purely as pipeline. The link to quotes and invoices is there when you want it.
- Can more than one person work the pipeline?
- Yes. Starter includes 2 users, Growth 5, and Scale 15, and you can control what each member is allowed to see.
Run your business on one system
Invoicing, expenses, accounting, and the Agent — from $19/month, with a 14-day free trial.
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