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Every lead and deal, one clear pipeline.

Capture leads, qualify them into opportunities and move deals through the stages your team actually uses — with an owner, a source and the full history on every record.

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  • Stages you configure
  • Custom fields
  • Excel import & export
Deals This quarter
  • Leadscaptured from ads, chats, forms and imports
  • Stagesnamed, coloured and ordered the way you sell
  • Historynotes, tasks and activity on every record

Run the whole sales cycle in one place

Leads, opportunities, deals, accounts and contacts stay linked, so nobody has to rebuild the story.

  • Lead to opportunity to deal

    Qualify a lead into an opportunity with a confidence score, then track the deal to Closed Won.

  • Your stages and statuses

    Set deal stages, lead statuses, sources, ratings and tags in Setup to match how your team sells.

  • Custom fields

    Add sections and fields to leads, contacts, accounts, deals and meetings for the details you track.

  • Owners and bulk assign

    Give every lead an owner, reassign in bulk and filter lists down to what each rep should work next.

  • Full activity history

    A timeline, notes, attachments, links, tasks and meetings live on each record.

  • Import and export

    Bring leads in from CSV or Excel with field mapping, and export lead lists to Excel.

How it works

Up and running in three steps.

  1. 01

    Set up your pipeline

    Name your deal stages and lead statuses, and add the custom fields you need.

  2. 02

    Bring in leads

    Import a spreadsheet, or let web forms and WhatsApp Hub add leads for you.

  3. 03

    Work every deal to won

    Assign owners, log activity and move deals stage by stage.

Keep exploring

More CRM features.

Questions about lead & pipeline management

Can’t find what you need? Talk to sales.

Can I change the pipeline stages?

Yes. Deal stages have a name, colour and order you set in Setup, and lead statuses, sources and ratings are configurable too.

Is there a drag-and-drop kanban board?

Not today. Leads, opportunities and deals are managed in filterable list views where you can edit fields inline and update stages.

Can I import my existing leads?

Yes. The import wizard reads CSV and Excel files and lets you map columns to lead fields. It does not merge duplicates, so clean the file first.

Can I add my own fields?

Yes. Custom field sections and fields are available for leads, contacts, accounts, deals and meetings.

Give every deal a clear next step.

Start with BullCRM today and give your team one place to work every lead to won.

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