Sales CRM software with a pipeline that ends in an invoice
SkleUp follows a fixed sales flow: Lead, Contact, Catalog, Proposal, Customer Response, Finalize, Push to Accounts, Won. Each step has rules, so every rep sells the same way and finance sees the deal the moment it closes.
Run every deal from lead to proposal, customer approval and won. Track pipeline value, forecast, win rate and rep performance on one sales dashboard.
Contacts, deals and a product catalog
Proposals are built from what you actually sell.
- Products, services and bundles with line-item pricing in one catalog
- Contacts and deals linked to the lead they came from
- Proposals move through Draft, Sent, Finalized, Superseded, Rejected and Expired
- Finalize needs the customer’s approval; Push to Accounts marks the lead Won
- Sales quotations and sales orders for teams that quote before they invoice
A sales dashboard for the whole team
Managers see the pipeline without asking for a report.
- Total pipeline value with a forecast and confidence score
- Win and conversion rate, lead quality score and leads at risk
- Funnel and stage breakdown from acquisition to closure
- Per-rep report and a team view you can filter by rep
- Today’s action queue lists the leads that need a touch today
Follow-ups that happen
Reminders and activities sit next to the deal.
- Reminder center to create, snooze and clear follow-ups
- Calls, meetings and follow-up tasks logged as activities
- AI summary and a sales copilot that reads the pipeline for you
- Campaigns with audience activity and conversion tracking
Sales pipeline & proposals: common questions
What happens when a deal is won in SkleUp?
When the customer approves the proposal and the rep pushes it to Accounts, the lead is marked Won and an invoice appears in the Accounts review queue. Finance issues it from there.
Does SkleUp forecast revenue?
Yes. The sales dashboard shows total pipeline value, a forecast with a confidence percentage, win rate and a stage-by-stage funnel, for the whole team or one rep.
Can I send proposals with my own products and prices?
Yes. Add products, services and bundles to the catalog with line-item pricing, then build proposals from those items.
Works together with
Lead management
Capture every enquiry, route it to the right person and keep the board clean.
Learn more
Accounting, GST & invoicing
Invoices, receivables, GST and books that start from the deal your rep closed.
Learn more
Workflow automation & AI
Rules for routing, scoring and reminders, plus AI that summarises the pipeline.
Learn more
Services that work with sales pipeline & proposals
See your own process running in SkleUp
Book a 30-minute demo. We set up a workspace with your stages, show the parts that matter to your team and send a quote. New customers get their first 50 hours of customisation free.