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CRM & Leads

Your full sales pipeline, no spreadsheet.

Centralize every lead and prospect in a visual pipeline. Each deal has a stage, an amount, an owner and a complete activity history. Nothing slips through the cracks anymore.

The problem we solve

Your leads live in a spreadsheet, sticky notes and 200 open tabs. You forget follow-ups, can't remember who said yes, who said "ping me back in 3 months".

What it lets you do

5 key features

  • Drag-and-drop visual pipeline

    Kanban view with customizable columns (New, Contacted, Qualified, Proposal, Won, Lost). Drag a deal between columns and the history updates automatically.

  • Full lead profile

    Email, phone, address, website, source, tags, categories, notes — all in one place. With a timestamped history of every call, email, meeting or note.

  • Automatic follow-ups

    Schedule the next follow-up the moment you log an action. The calendar reminds you, the Kanban highlights overdue ones.

  • 1-click proposals

    Generate a quote straight from the lead, with line items, taxes, terms. Statuses flow draft → sent → accepted → declined.

  • Lead → client → invoice

    When the lead signs, Krolyx promotes them to a client in one click. The quote becomes an invoice, the project is created. Zero re-entry.

Typical use cases

Solo consultant

You're tracking 30 leads at different stages. At a glance you see the 5 ready to close this week and the 12 to chase tomorrow.

Small agency (3-5 people)

Each rep has their own column, you watch the global pipeline plus per-person performance. Inbound leads route automatically by rules.

Want to try CRM & Leads?

30 days free, no credit card.

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