hub CRM

Win more deals with a CRM that lives inside your books

Capture leads, qualify them, move opportunities through a visual pipeline, and convert winners into paying customers — without ever leaving WisoBooks. Your sales and your accounting finally share one source of truth.

Pipeline stages

1-click

Lead to customer

Real-time

Weighted forecast

rocket_launch Start free trial payments View pricing

We stopped losing deals in spreadsheets. Every lead, call and quote now lives in one place.

Sarah K., CFO • Retail Chain (12 locations)

app.wisobooks.com/crm/dashboard

WisoBooks CRM dashboard showing pipeline by stage, leads by status and closing-soon deals

Overview Leads & Contacts Sales Pipeline Activities FAQ

Your whole sales motion, on one board

From first touch to closed-won, WisoBooks CRM tracks every lead, contact, opportunity and task — then hands the winner straight to invoicing. No re-typing, no lost context.

person_addLead capture & qualification

view_kanbanDrag-and-drop pipeline

event_availableTasks & follow-ups

Open opportunities

$12,000

trending_up Pipeline value

Weighted forecast

$1,200

insights By probability

Win rate

Tracked

emoji_events This month

contactsFeature focus

Capture every lead, qualify the best, convert in one click

Log leads from any source, score and qualify them, and keep a full contact directory. When a lead is ready, convert it into a customer and an opportunity instantly — details and all.

check_circleLead status tracking: New, Contacted, Qualified, Converted, Lost
check_circleRich contact records with company, role and history
check_circleOne-click lead to customer & opportunity conversion
check_circleGap-safe auto-numbering for leads and deals
check_circleShared records with invoicing — no duplicate data entry

Start free trial east

app.wisobooks.com/crm/leads

WisoBooks CRM leads list with status and qualification

view_kanbanFeature focus

A visual pipeline that shows exactly where revenue stands

Drag opportunities across Qualification, Proposal, Negotiation and Closed stages. See open value and weighted forecast update live, and never let a deal go cold.

check_circleKanban board with customisable stages
check_circleDrag-and-drop deals between stages
check_circleOpen value and weighted (probability) forecast
check_circleExpected close dates and closing-soon view
check_circleList view and board view for every team

app.wisobooks.com/crm/pipeline

WisoBooks CRM Kanban sales pipeline with Qualification, Proposal, Negotiation and Closed Won stages

event_availableFeature focus

Activities, tasks and a dashboard that keeps everyone on track

Schedule calls, meetings and follow-ups against any lead or deal. The CRM dashboard surfaces pipeline by stage, leads by status, overdue tasks and deals closing soon.

check_circleActivities and tasks linked to leads and opportunities
check_circleOverdue-task alerts so nothing slips
check_circleCRM dashboard: pipeline, leads-by-status and win rate
check_circleClosing-soon list to focus the week
check_circleFeature-gated module you can switch on per tenant

Stage	Deals	Value
Qualification	1	$12,000
Proposal	0	$0
Negotiation	0	$0
Closed Won	0	$0

help_outline FAQ

CRM questions, answered

Is the CRM included with WisoBooks?

Yes — leads, contacts, opportunities, pipeline and activities are built in and share the same customer records as your invoicing and accounting.

Can I convert a lead into a customer?

Yes. Convert a qualified lead into a customer and an opportunity in one click, carrying the contact details straight into your sales workflow.

Does it have a visual sales pipeline?

Yes. A Kanban-style pipeline lets you drag deals between stages and see open value and weighted forecast in real time.

Is the CRM available in Arabic?

Yes. The entire platform, including the CRM, is available in English and Arabic with full right-to-left support.