CRM & Sales Pipeline Tracking
From first contact to invoice, track every sales opportunity in one place, directly connected to sales.
Best for
- Sales teams
- Consulting & service firms
- Businesses with long sales cycles
- Marketing & business development teams
Lead tracking
Log every lead from a single source instead of scattered spreadsheets.
Call & meeting log
Document every call, meeting, and follow-up with a clear timeline.
Convert opportunities to invoices
Turn a sales opportunity into a customer and an actual invoice with one click, no re-entering data.
Direct link to sales
Every opportunity converts automatically into a recorded sale linked to the customer record.
Clear pipeline stages
Track every opportunity through its stages, from first contact to close.
Unified customer record
All customer data and transaction history in one file, easy to reference.
From opportunity to invoice
CRM in Draft isn't a separate tool, it's part of the same system that issues your invoices, so every opportunity becomes a real customer without re-entering data.
- The same customer data flows automatically into the sales record
- No need for separate tools or external integrations
- Optional add-on on Basic, included in Comprehensive
Questions about this product
Is CRM automatically linked to the sales module?
Yes, converting an opportunity into a customer and invoice happens with one click, without re-entering data.
Is CRM included in every plan?
CRM is included in the Comprehensive plan and available as an optional add-on on the Basic plan.
Can I log calls and meetings for each customer?
Yes, you can document every call, meeting, and follow-up with a clear timeline for each lead or customer.
Get started with Draft today
Try the system free for 14 days, or contact our sales team to help you choose the right plan.
- No credit card required
- Phone and WhatsApp support
- Mobile app included