CRM and sales pipeline
What are we chasing, what is it worth, when should it close and what moved since last week? Usually the answer sits in a spreadsheet and in a few people's heads. Ezura's CRM puts the deals on one board — with your stages, probabilities, budget and a full change history — and works on the same company list you already keep for invoices.
1/7 · CallThe salesperson calls a prospect and writes down what was agreed straight away, in one sentence, in her own words.
- A deal board with your company's own stages and a probability per stage
- Open deals, weighted value and won value always in view
- Every change is kept in the history: who changed what, and when
- Comments and files on the deal, previewed without downloading
- Budget by quarter: price, cost and margin
- Contacts, activities and tasks on the same companies
A board that follows your sales process
You define the stages — as many as your sales process has — and give each a probability. The outcomes are the same for everyone: won, lost or cancelled. Cards are dragged from stage to stage, and the value can be corrected right on the card.
Open deals, contract value, weighted value and the won total stay in view at the top. Probability follows the stage; if you override it by hand, the card is marked, so nobody has to wonder where the weighted total came from.
The same deals can be read as a list — a sortable table with search and filters by quarter, owner, product family or partner.
The deal card: everything in one place
The card holds value, cost and margin, the expected signing date, the bid deadline, the site's city and country, and the service. If you sell through a contractor or partner, that company is recorded separately from the one the work is for.
Comments and files sit on the deal. Files are grouped and previewed in place: PDFs, images, text documents, presentations and spreadsheets.
Every field change goes into the history with a name and a time. A lost deal gets a reason — so that six months later you can say not only how much was lost, but why.
Budget and an overview for management
Deals are marked as budgeted, reserve or outside the budget, and planned by quarter. The budget view shows price, cost and margin by quarter or by project.
The overview shows the funnel by stage, a forecast by closing quarter, win rate, results by owner and by product family, stalled deals and how long cards stay in each stage. Yearly targets can be set and read next to the actual figures.
A map shows which cities your deals are in.
Contacts, activities and tasks
People are kept on the company — with their role in the deal, influence and stance. From that the CRM shows how well a deal is covered: a score out of 100 and, more usefully, the reason — for example, there is a supporter, but nobody who makes the decision.
A call, a visit or an email is logged in one sentence. The system proposes the activity type, date, person and summary from it, and you confirm. The original text is kept unchanged.
Tasks are created on a company or a deal, with an owner and a due date. Everyone sees their own open tasks.
Who has not been offered what
The service coverage table lists companies in rows and your services in columns. Each cell records whether the service was sold, offered or declined. You see at once which clients were only ever offered one thing.
The table can be loaded from a file and topped up from the deal board, and a note or a task can be added to a cell.
The same companies as your accounting
The CRM uses the same company list as invoicing — there is no second customer database. Each company carries a sales relationship: prospect, client or partner. That is your call, independent of whether any invoice has ever been exchanged with it.
If you use the public tender radar, a tender you are interested in becomes a deal card — with the bid deadline, the value and a link to the notice.
Won deals are handed over to delivery: the project team sees them in a separate list with files, comments and history, without changing the sales data.
Frequently asked questions
- Can we define our own stages?
- Yes. Open stages and their probabilities, product families, services, file groups and loss reasons are all changed in the board settings.
- Can existing deals be brought in from a spreadsheet?
- There is no on-screen file import for deals yet — how your existing list is brought in is agreed during onboarding.
- Does the CRM connect to email and calendar?
- No. Emails and meetings do not flow into the CRM automatically — you log an activity yourself, in one sentence.
- Is the CRM available in English?
- Not yet. The CRM screens are in Lithuanian for now.
- Does the CRM produce quotes?
- No. Ezura issues the proposal number and keeps a register of proposals with versions; the document itself is prepared in your own tools and attached to the deal.
Other Ezura products
Invoice data entry
Incoming invoices are read, checked and passed into your accounting system — without manual data entry.
Invoice approval
An invoice is approved by the person responsible for the cost before it reaches the books. A second signature above a limit, and a record of who and when.
Virtual accountant
Incoming invoices enter themselves: read from email, VAT and dimensions assigned, exported to your accounting system.
Vehicle trip logs
The trip log fills itself from fuel invoices: fills, balance and norm are already there, the driver adds route and kilometres.
Business trips
From request to expense report: the order is generated, receipts are scanned on a phone, the report is a PDF with every receipt.
Invoicing
Automatic numbering, an instant PDF, overdue tracking and export — in the same system as your incoming invoices.
HR
Employee records, leave requests approved along the reporting line, an absence calendar and payroll calculation in one place.
Document management
Personnel documents from templates with a signing chain, invoices with their companion documents and approval, deal files — each with a record of who and when.
Freight forwarding
An inquiry email becomes an order, the carrier's invoice and CMR find their order, and a check shows what does not match.
Public tender radar
Public tender notices from Lithuania, its neighbours, the EU and Ukraine — filtered by your CPV codes and keywords, each with the reason it matched.
Related pages
If your deals still live in a spreadsheet, we will show you how they would look on one board with your own stages.