A CRM your sales team will actually use
Track every opportunity from first contact to signed deal on a drag-and-drop pipeline.
- Sales teams
- Founders who sell
- Agencies
How it works
1Add your leads
Create an opportunity for every inquiry, with its contact, owner and expected value.
2Work the pipeline
Drag deals from stage to stage and see the value of each column.
3Send a quotation
Turn a qualified deal into a quotation in the Sales app with one click.
4Close and learn
Mark deals won or lost and watch your win rate on the dashboard.
Clear stages, every time
Every record moves through the same steps, so everyone can see where things stand.
Views: Board, List, Calendar
Connect with Sales
A won opportunity becomes a quotation, an order and an invoice without retyping.
See Sales →Everything in CRM
Visual pipeline
Drag deals between stages and see the value of each column at a glance.
Expected revenue & probability
Know what’s likely to close this month — not just what’s in the funnel.
Quotations in one click
Turn a qualified opportunity into a quotation with the Sales app.
Activity history
Every stage change, note and owner change is logged on the record.
Calendar of closing dates
See which deals should close this week.
Win rate on the dashboard
Open pipeline value and win rate update live.
What changes for your team
Deals scattered across spreadsheets and chats
One pipeline the whole team can see
No idea what will close this month
Expected revenue, probability and closing dates
Retyping customer details into quotes
A quotation made from the deal in one click
CRM is included in
Sales Suite
Win more deals and get paid faster.
- CRM
- Sales
- Subscriptions
- Email Marketing
All Apps
Every business app, one price.
- CRM
- Sales
- Subscriptions
- Email Marketing
- Project
- Timesheets
- Helpdesk
- Field Service
- Planning
- Purchase
- Inventory
- Manufacturing
- Accounting
- Point of Sale
- eCommerce
- Employees
- Knowledge
- Documents
- Sign
- Discuss
Questions, answered
Can I see my pipeline as a list or calendar?
Yes. The pipeline has board, list and calendar views. The calendar shows expected closing dates.
Is every change recorded?
Yes. Stage changes, notes and owner changes are kept in the activity history on each record.
How do I pay for it?
CRM is part of a package billed per company, separately from your Extables plan. Every package has a 14-day free trial.
Who on my team can use it?
Invite your team to your company with one of three roles: Administrator, User, Read only.
Does this change my Extables bases?
No. Apps live in their own area of your account. Your bases, tables, views and sharing stay as they are.