What it does
Tracks the people and companies you're selling to, partnering with, or otherwise want to convert. You organize them into pipelines (one per sales process, partnership track, or campaign), drag them through customizable stages, and see live numbers on pipeline value, win rates, and team performance.
This is the sales CRM — separate from the Investor CRM which is for fundraising. Use this for customers, partners, and commercial leads.
Who can use it
Anyone with read permission for Leads.
Creating/editing/deleting needs matching permission.
Verify your email before creating your first pipeline.
How to get here
From the sidebar, open Marketing and click Leads & CRM.
Step-by-step: create a sales pipeline
Click Create Pipeline.
Fill in: Pipeline Name, Description, Default Pipeline toggle, Shared Access.
Click Create Pipeline. Default stages added.
Step-by-step: open a pipeline and add leads
Click a pipeline card.
Kanban board: one column per stage, leads as cards.
Click New Lead.
Fill in Create New Lead: Lead Type (Individual/Company), Company Name, Contacts (primary + extras), Deal Value + Currency, Priority, Expected Close Date, Description, Source (Website/Referral/LinkedIn/Cold Call/Cold Email/Event/Partner/Social/Ad/Inbound/Other), Tags.
Click Create Lead.
Step-by-step: move a lead through stages
Kanban: drag cards.
Lead details: change stage in right panel.
Closed Won/Closed Lost stages update lead status and roll value into metrics.
Step-by-step: customize your stages
Open pipeline actions → Manage Pipeline Stages.
Add stage with name, tick Closed Won/Closed Lost if final, click Add.
Pencil to edit, trash to delete (with confirm).
Drag to reorder.
Each pipeline can have its own stages.
Step-by-step: work a lead in detail
Click any lead card. Six tabs:
Details — fields, custom fields. Edit inline.
Notes — private notes.
Activity — timestamped log.
Meetings — schedule/log calls.
Comments — team discussion.
Files — proposals, contracts, decks.
Step-by-step: search, filter, and bulk-edit
Search bar finds leads by name, contact, description.
Filters narrow by Status, Priority, Source.
Tick checkboxes for bulk move/delete/change.
Toggle Kanban / Table view.
Step-by-step: read pipeline metrics
Open the Overview sidebar:
Total, Active, Won, Value (USD).
Forecast Panel — projected close dates and revenue.
Sales Leaderboard — top closers.
Plus Win/Loss Analysis and Advanced Currency Analytics.
Step-by-step: automate your pipeline
Open Automation Rules.
Add a rule (e.g., "When lead moves to Negotiation, set priority High").
Save.
Tips & limits
Plan caps monthly leads. "Lead Limit Reached" modal.
Mark one pipeline Default.
For companies, first contact added is the primary.
All currencies convert to USD for totals.
Custom fields for things Nautis doesn't show — set from Details tab.
FAQ
How is this different from Investor CRM?
Investor CRM is for fundraising. This is for everything commercial — customers, partners, channel deals.
Can I have more than one pipeline?
Yes — one per sales process, region, product. One can be default.
Why can't I drag a card?
No update permission, or lead is locked (e.g., already Closed Won).
Can I import existing leads?
Yes — use the import option in pipeline actions.
Who can see my pipeline?
You, anyone in Shared Access, and anyone with Leads module permissions.
Does deleting a lead delete its contacts?
No. Contacts live in your Contacts module.
Can I export my pipeline?
Yes — table view → select rows → export menu → CSV.