Module · CRM & Sales

One pipeline.
One platform.

Leads, deals, contacts, calls, quotes — all in one place, and all sitting on the same database as your invoicing, your projects, and your helpdesk. A closed deal becomes an invoice without an integration layer.

Replaces HubSpot Pipedrive Salesforce Starter Copper Close Outreach
Start free — no card required Try live demo →
$0
Per seat fee · ever
14 days
Migration · median
18
CRM sub-modules
9/10
Customer rating · 2026
Mewayz CRM dashboard
What it does · The big six

Six things most teams use.

The CRM ships with 18 sub-modules; most teams use these six in the first week. Each one lives next to the others — no module-to-module integration to set up.

Feature 01 · Pipelines

Pipelines that fit your funnel.

Custom stages per pipeline. Different funnels for inbound, outbound, expansion, partner. Drag-and-drop kanban, list, or forecast view. Velocity and conversion measured per stage.

  • Multiple pipelines per team
  • Custom stages, gates, automation triggers
  • Round-robin assignment
  • Forecast roll-up to manager view
CRM pipelines
Feature 02 · Deals

Deals with full account context.

Every deal opens with the contact's prior deals, invoices, projects, and support tickets in the sidebar. Your reps stop asking the customer "remind me what you bought from us?"

  • One contact, one record — across all modules
  • Auto-tasks on stage moves
  • Email logging via Gmail / Outlook
  • Bulk import from any CRM with field mapping
CRM deals
Feature 03 · Leads

Inbound + outbound, one inbox.

Webform submissions, prospecting lists, partner referrals, manual entries — every lead lands in one place, gets scored, and routes to the right rep. The SDR funnel doesn't need its own product.

  • Lead scoring + qualification stages
  • Webform + landing-page intake
  • Auto-enrich from Clearbit-style providers
  • Convert to deal with one click
CRM leads
Feature 04 · Calls

Power-dial, log automatically.

Click-to-dial, talk-time tracking, call recording (where compliant), auto-disposition codes. Every call posts to the contact + deal record without anyone typing notes.

  • Call types and dispositions, configurable
  • Recording & transcription on opt-in
  • Call lists for power-dial sessions
  • Reports: connect rate, talk time, by rep
CRM call lists
Feature 05 · Quotes & orders

Quote, send, sign, invoice.

The accepted deal flows into a branded quote. The signed quote becomes an order. The fulfilled order is the invoice. Same record. No "sync to QuickBooks" — accounting is two clicks away in the same product.

  • Branded quotes with line items, terms
  • E-signature built in
  • Quote → Order → Invoice, one record
  • Multi-currency, multi-tax-region
Quotations
Feature 06 · Reports

The reports your manager actually opens.

Funnel, velocity, source ROI, win/loss reasons, by rep, by team, by quarter. Built around the questions sales managers ask on Monday, not a generic dashboard library.

  • Forecast accuracy tracking
  • Win/loss reasons + competitor tracking
  • Source attribution with UTM awareness
  • Rep dashboards (manager + IC view)
CRM reports
Inside the CRM · 12 more views

Every screen, laid out.

The CRM module ships with these views out of the box. None of them are paid add-ons. None of them require setup beyond the data import.

View 01
Dashboard
Pipeline value, deal velocity, this-week activity.
View 02
Contacts
Master contact list with one record per person.
View 03
Accounts
Account hierarchy with parent / child orgs.
View 04
Opportunities
Open opportunities with weighted forecast.
View 05
Tasks
Follow-ups, reminders, auto-generated tasks.
View 06
Quotes
Quote inventory by status, expiry, accepted value.
View 07
Quote builder
Product lines, discounts, tax, terms.
View 08
Orders
Order fulfilment status and shipment tracking.
View 09
Order builder
From quote, from cart, or manually.
View 10
Call history
Every call logged against the right record.
View 11
Call reports
Dials, connect rate, talk time by rep.
View 12
Call types
Discovery / demo / follow-up / kickoff taxonomy.
View 13
Deal stages
Custom stages per pipeline.
View 14
Lead stages
SDR-funnel disposition stages.
View 15
Lead sources
UTM-aware lead-source taxonomy.
View 16
Labels
Custom tagging across contacts and deals.
View 17
Find leads
Outbound search + enrichment, push to pipeline.
View 18
Form builder
Inbound capture forms direct to CRM.
The end-to-end · CRM through the platform

A closed deal becomes an invoice, a project, a ticket history. Same record graph.

Step 01
Lead
Web form, prospecting, referral. Scored, routed, owned.
Step 02
Deal closes
Quote signed, deal marked won, customer record created.
Step 03
Invoice + project
Accounting picks up the customer; projects spawns the work.
Step 04
Tickets + renewal
Helpdesk sees full deal history. Renewal flows back to CRM.
Connects to · Other modules

CRM + the rest of the platform.

The CRM is good on its own. It's better next to the modules it shares a database with.

Pairs with · 01
Accounting.
A closed deal becomes a customer record, an invoice, and a revenue posting. Zero re-keying.
Open module →
Pairs with · 02
Projects.
The won deal spawns a project. The project's time turns into a billable invoice.
Open module →
Pairs with · 03
Helpdesk.
Every support ticket opens with the customer's full deal history in the sidebar.
Open module →
See also · Comparisons & industries

Where this module shines.

Compare · 01
vs HubSpot.
CRM, marketing & support with no per-contact fee.
See comparison →
Compare · 02
vs Salesforce.
A CRM with no consultant and no per-seat bill.
See comparison →
Industry · 03
Professional services.
Lead to paid on one client record.
Explore industry →
Inside CRM & Sales · 18 modules

Every module, its own page.

Each module in CRM & Sales is a full page of its own — open any one to see what it does and the exact tool it replaces.

CRM & Contacts
HubSpot · Pipedrive →
Deal pipelines
Salesforce →
Lead capture forms
Typeform · Jotform →
Email sequences
Outreach · Apollo →
Proposals & quotes
PandaDoc · Proposify →
E-signatures
DocuSign · HelloSign →
Call recording
Gong · Chorus →
Sales analytics
InsightSquared →
Territory planning
Xactly →
Commission tracking
Spiff · CaptivateIQ →
Sequence enrollment
Salesloft →
CRM enrichment
Clearbit · ZoomInfo →
Meeting scheduler
Calendly · Chili Piper →
Forecasting
Clari →
Customer health score
Gainsight →
Renewal management
ChurnZero →
Referral tracking
PartnerStack →
Lead-in-Bio & VCard
Linktree · Beacons →

One CRM.
One platform.

Start free with VCard & Link-in-Bio. Upgrade to Business ($149/mo flat) when you need the CRM and the other 149 modules behind it.

Start free — no card required See pricing →