CRM & sales pipeline
Leads, a drag-and-drop deal pipeline, activities and a Customer 360 view that joins sales history with invoices, tickets and projects.
Sales lives in one tool, invoices in another, support in a third. When a customer calls, nobody sees the whole relationship — and won deals still have to be re-typed into billing.
Zaffre Axon’s CRM shares a database with invoicing, projects and helpdesk. Winning a deal creates the client and the invoice; the Customer 360 shows everything the company knows about an account on one screen.
The CRM covers the working core of B2B sales: leads with sources and owners, deals with stages and values on a kanban pipeline, activities that keep follow-ups honest, and conversion that turns a won pursuit into a billable client in one step.
The difference from a standalone CRM is what happens after Won. Because Zaffre Axon is one suite, the new client immediately connects to invoicing, projects, support tickets and secure client communication. Sales history and revenue history are the same history.
Customer 360 is the payoff: open any client and see their deals, invoices and payment behaviour, open balances, tickets and projects together. Account reviews stop being a copy-paste exercise across four systems.
Built-in safeguards against fake attendance
Pipeline board
Deals move across stages by drag-and-drop with values, owners and expected closes — the forecast is the board.
Lead capture to conversion
Leads collect from campaigns and manual entry, qualify through statuses, and convert to clients without re-typing.
Customer 360
One profile joins deals, invoices, payments, statements, tickets, projects and communications — the whole relationship, not the sales slice.
Won means billed
A won deal can generate the client and its first invoice, posting revenue through the same ledger as everything else.
Activity discipline
Calls, meetings and follow-ups log against leads and deals, so pipeline reviews argue about facts.
How it works
- 1
Capture leads
From campaigns or manual entry, with owner and source tracked.
- 2
Work the pipeline
Qualify into deals and drag them across stages as they progress.
- 3
Log activities
Calls, meetings and notes attach to the record they concern.
- 4
Convert on win
Won deals become clients — and can raise their first invoice immediately.
- 5
Review with 360
Account health, revenue and issues in one profile for every client.
Frequently asked questions
- Is there a visual sales pipeline?
- Yes — a drag-and-drop board of deal stages with values and owners, alongside list views and stats for reviews.
- What happens when a deal is won?
- The deal converts to a client without re-typing, and can generate the first invoice — posting to the same general ledger as the rest of the business.
- Can I see everything about one customer in one place?
- Customer 360 joins deals, invoices, payments, balances, tickets and projects on a single profile.
- Does the CRM track follow-up activities?
- Calls, meetings and tasks log against leads and deals with owners and dates, so nothing depends on memory.