CRM Sales Pipeline

Leads, deals, and activities — built into the same platform that runs your shop floor. No more switching between HubSpot, spreadsheets, and Partmon.

From first contact to signed order

A full sales pipeline wired directly into quotes and orders

Inbound leads from web forms, email, manual entry, and marketplace RFQs — all landing in one inbox.

Configurable scoring rules based on source, company size, engagement, and custom fields. Hot leads rise to the top.

Per-organization LeadSource catalog. Track which channels — web, referral, trade show, marketplace — convert best.

Configurable stages with weighted probability, expected close dates, and per-stage entry and exit criteria.

Move deals between stages with a drag. Stage transitions are audited and drive automated follow-ups.

Calls, meetings, tasks, and notes — polymorphic activities attached to leads, deals, customers, quotes, or orders.

CRM data lives next to the production data that matters

Convert qualified leads into deals, deals into quotes, and quotes into orders without re-entering a single field.

Trigger tasks, notifications, and follow-ups when a deal enters or leaves a stage. Nothing slips through the cracks.

Structured won/lost reasons with freeform notes. Feed forecasting and segment your pipeline by outcome.

Per-stage probability rolls up into a weighted pipeline value — see what your quarter will really look like.

Leads and deals routed to the right salesperson. Manager views across the whole team, rep views of their own book.

Leads and deals link to the same customer and contact records that your quotes, orders, and invoices use.

Partmon includes a full sales pipeline at no extra cost — because your deals and your production are the same business.