How can we help?
Search guides, tutorials and FAQ for immediate answers.
CRM
CRM Management
Track opportunities, manage the sales cycle, and close more deals.
1Overview
Vosia's integrated CRM directly connects your leads with the quoting and invoicing system.
Visual pipeline
Monitor deals with an intuitive Kanban view (drag-and-drop).
Activities & Notes
Log calls, meetings, and reminders to never miss an opportunity.
Leads & Customers
Automatically convert leads into active customers after the first sale.
2Pipeline stages (Kanban)
1. Lead / Contact
First interaction. The potential customer has shown interest.
2. Qualification
Evaluating needs and preparing a targeted quote.
3. Negotiation
Sending the quote and discussing terms (prices, discounts, timing).
4. Closing
Accepted (Won) or rejected (Lost). If won, the CRM proposes generating the invoice.