Sales & CRM

Run your entire sales process in one place — customers, leads, pipeline, quotes, proposals, and follow-ups — so nothing slips through.

Sales & CRM

Get clear visibility of your sales performance in real time — leads coming in, deals in progress, and what’s closing. Track pipeline value, conversion rates, and team activity without guessing. Know what needs attention before opportunities go cold.

IXL CORE brings your CRM, pipeline, quotes, proposals, and follow-ups into one connected workflow. That means your dashboard reflects the actual work your team is doing — not scattered updates across spreadsheets. Everyone sees the same numbers, the same stages, and the same priorities.

Use simple, actionable reports to spot bottlenecks early and improve consistency across your sales process. See which sources bring quality leads, which stages stall, and which reps need support. With cleaner reporting, you make faster decisions and close with more confidence.

Dashboard

Track Enquiries, Deals, and Quotes in One View

See lead status, pipeline value, and next actions in one view — so you don’t lose track of hot opportunities.
Track follow-ups, tasks, and reminders automatically — so every prospect gets a timely response.
Spot stalled deals early and take action fast — with clear stages, notes, and activity history.

Customer Status

Track Customer by Status and History

Lead Sources

Standardise How Leads Come In.

Quotes & Proposals

Create quotes fast and track acceptance.

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Monthly Leads
Leads Amount
R895400
+13.5%

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Pipeline

Track Every Opportunity From Enquiry to Close

View your full pipeline with deal value, stage, and expected close date — so forecasting becomes simple.
Switch between list and pipeline views to match how your team sells — without losing context or updates.
Stay consistent with stage rules, owner visibility, and reminders — so nothing slips through the cracks.
REPORTING

Clear Reporting for Leads, Deals, and Team Activity

Monitor lead sources, conversions, and pipeline value in real time — so you know what’s working.
Track quotes sent, proposals won/lost, and follow-up performance — to improve closing speed.
Review team activity and workload at a glance — for better accountability and coaching.
Tue

20

Conversion Rate

1 %

Average Days

28

Value

28000

Jun

17

Conversion Rate

1 %

Average Days

30

Value

7890

August

Total Deals

R 1
15%
0
Lost
0
Won
FAQs

Questions about service?

1. What can I manage in Sales & CRM?
You can manage customers, leads, pipeline stages, quotes, proposals, follow-ups, and sales reporting in one place.
2. Can I track leads from enquiry to close?
Yes. Leads move through clear stages, with next actions, reminders, and full activity history so nothing goes cold.
3. Does it support quotes and proposals?
Yes. You can create quotes/proposals, track status, and follow up consistently until the deal is approved.
4. Can my team collaborate on the same deals?
Yes. Each deal can have an owner, tasks, notes, and shared visibility so handovers are smooth and progress is clear.
5. What reporting do I get?
You can view pipeline value, conversions, lead sources, deal stages, team activity, and overdue follow-ups through simple dashboards and reports.

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