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Sales

See which deal needs your attention next.

Your deals on one board, each with its value, its owner and its next step.

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A next step on every deal.

A follow-up is a to-do with a date and an owner. A deal without one says so.

Follow-upsCall, e-mail, send the quote. Each one has a date and an owner, and is ticked off on the deal.
NotesA call, a detail to remember: one line on the deal, for the whole team.
ActivityEvery change and every note on the deal, newest first.

Urgent deals first.

The Sales dashboard puts late follow-ups and deals without a next step at the top.

Needs attentionLate follow-ups and deals with no next step, most urgent first.
Closing this monthThe deals expected to close this month, and their total.
Won this monthWhat you won, against last month.

Won? Start the work.

Send the quote from the deal, mark it as won, and start its project from a form already filled in.

QuotesCreate a quote from the deal or link one you've sent. Its total can become the deal's value.
From deal to projectThe project form opens with the deal's name, client and description. Nothing is created until you save.
Lost, with a reasonPrice, timing, a competitor: pick the reason and add a note. Reopen the deal at any time.

And everything around your deals.

Board or listDrag deals from stage to stage, or work down the list, most urgent first.
Your stagesRename, add and reorder the stages of your pipeline.
ContactsThe same clients as Accounting and Projects. A contact's page shows its deals, quotes and invoices.
SourceReferral, website, event: note where each deal came from.
FiltersMine, late, the next 7 days, won or lost.
ExportYour deals to Excel or CSV: the whole pipeline, or only the ones you tick.

Part of the suite.

Quotes come from Accounting, and a won deal can start a project. Same contacts, same login.

AccountingProjects

Questions about sales with Skileo

What is Skileo's sales software for?

Keeping track of your deals from first contact to signature. Each deal has a value, a stage, an owner and a next step, on a board or in a list. It's a simple CRM for small teams, without the setup of a big one.

What is a next step?

The next thing to do on a deal: a call, an e-mail, sending the quote. It's a to-do with a date and an owner. A deal without one shows "No next step", so no deal waits without anyone knowing.

Does Skileo remind me to follow up?

In the app, yes. A late follow-up shows in red on its deal, at the top of the Sales dashboard and as a count on the Pipeline menu. Skileo doesn't send reminder e-mails.

Can I send a quote from a deal?

Yes. Create the quote from the deal, or link one you've already sent, and use its total as the deal's value. Quotes are the same as in Accounting, so turning one into an invoice works as usual.

How do I start using Sales?

The workspace owner opens the software switcher and chooses Activate next to Sales. Your contacts are already there, and the pipeline starts with four stages you can rename.

Is Skileo's sales software free?

Yes. Sales is in every plan, including Free, with no limit on deals. A member is a person who signs in to work in Skileo: Free includes 2, and the paid plans have no limit.

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Add your first deal today.

Free up to 5 employees. All of Skileo in every plan.

No credit card needed No time limit on the Free plan.