Customers & leads

Every lead, every stage. On one board.

See your whole pipeline on a Kanban board, follow up at the right time, and when a lead says yes, convert it to a customer with its full history intact.

15-day free trial on every plan. Included in every plan: Starter, Business and Pro.
Saleswoman on a call in a sunny office in Nicosia, following up a lead

What you can do

CRM for small businesses in Cyprus.

Kanban pipeline

Drag leads between your own stages, from new and contacted to proposal and won.

Lead sources and assignment

Record where each lead came from and assign it to the right person on your team.

Web-to-lead forms

Put a form on your website and new enquiries arrive as leads automatically.

Convert to customer

One click turns a won lead into a customer, keeping notes, files and history.

Customer profiles

Contacts, notes, files, invoices, estimates and payments for each customer on one page.

Customer portal

Customers log in to see their invoices, estimates and shared files.

How it works

  1. Leads arrive from your website form or you add them.
  2. Move them through your stages on the Kanban board.
  3. Send an estimate or proposal.
  4. Convert the won lead into a customer.

Plans: Included in every plan: Starter, Business and Pro.

See plans and prices

Questions

Can leads come in from my website?

Yes. Web-to-lead forms turn website enquiries into leads automatically.

Can I customise the pipeline stages?

Yes. Create the lead statuses and sources that match how you sell.

Do customers get their own login?

Yes. The customer portal shows them their invoices, estimates and shared files.

See it on your own numbers

Tell us how you work today and we'll show you the same thing running in ToLogistiko, on a test account.

Request a demo [email protected] +357 25 253190