A lightweight CRM built right into CoPortal. Move leads through your pipeline, track deal value, and convert won leads to clients in one click.
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Sunrise Ventures
Web design
R 45 000
Peak Creative
Logo
R 12 500
Contacted
Ndaba Group
Branding
R 28 000
Proposal sent
TechStart SA
Website + SEO
R 62 000
Won
Nova Labs
App UI
R 34 000
Acme Corp
Rebrand
R 24 500
Kanban pipeline
Drag leads from New → Contacted → Proposal sent → Won (or Lost). Visual, instant.
Deal value tracking
Attach a value to every lead. See your total pipeline value at a glance.
Follow-up dates
Set a follow-up date per lead. Overdue follow-ups surface in your dashboard.
Convert to client
Won a deal? Convert the lead to a client in one click — no duplicate data entry.
Lead notes
Keep context on each lead — call notes, requirements, referral source.
Pipeline analytics
Win rate, average deal size, and pipeline trend over time in the Analytics tab.
Free plan forever. No credit card needed. Up and running in 2 minutes.
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