B2B CRM (Lead-Centric)
Lead-centric B2B CRM with lead qualification, conversion to Account/Contact/Opportunity, campaigns, and pipeline management — Salesforce-style on WaymakerOS
What You'll Build
A lead-centric B2B CRM with qualification workflow, opportunity pipeline, and campaign tracking. Replaces Salesforce.
Sections Included (5)
Lead Management
Capture, qualify, and convert leads into accounts, contacts, and opportunities
Opportunity Pipeline
Kanban board tracking opportunities through sales stages
Campaigns
Track marketing campaigns with lead source attribution and ROI
Activities & Calls
Log calls, emails, meetings linked to leads and opportunities
Sales Dashboard
Pipeline value, lead conversion rates, campaign ROI, and forecasting
Design
Details
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