Sales CRM: Deals, Quotes and Invoices

Move deals across a board that reflects reality, and raise quotes and invoices without leaving the record.

The pipeline in ICTCRM is a real sales tool, not a list with a status column. Deals, quotes and invoices all live next to the contact and the calls, so nothing is stranded in another app.

The kanban board

Your deals are cards in stage columns, each column showing a count and a value total. Drag a card to a new stage and it saves instantly. You define the stages yourself, with clear won and lost markers, so the board matches how your team actually sells rather than a generic template.

The board keeps itself honest

Because dispositions can move deals automatically, the board reflects what happened on the calls without a rep updating it by hand. That is the difference between a pipeline you trust and one everyone quietly ignores.

Quotes and invoices

Products, quotes and invoices are built-in modules, linked to the contact and the deal. Raise a quote from the deal, turn it into an invoice, and it stays attached to the same record. When a customer calls back, the agent sees the quote and the call history on one screen.

Tasks and callbacks

Callback dispositions create tasks automatically, so a promised follow-up becomes a scheduled task rather than a sticky note. Tasks, companies and products all link back to contacts and deals, so the record is complete.