Sales module · part of the MAX CCS platform

Never lose an opportunity.

Track leads, contacts and clients on a visual pipeline — with activities, follow-ups and a clean hand-off into proposals and, when you win, into a live project.

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Intelligence powered by

beta.maxccs.com/crmLIVE

Sample view

CRM & SalesSearch…

64Live leads

USD 6.1MPipeline

9Stale

On the list — with health, right on the row

Stale-lead flagsLeads gone quiet, surfaced before they die.Critical

Pipeline healthValue and momentum by stage, watched over time.Healthy

Follow-up dueActivities overdue for a next step, flagged.Watch

Client signalsClient activity worth a second look.Review

Ask Mia“What needs my attention in CRM & Sales?”

What it covers

Everything CRM & Sales handles

A core part of the MAX CCS platform — fully integrated with finance, procurement, projects and people.

Leads

Capture, qualify and assign leads from every source.

Pipeline board

A visual, drag-and-drop pipeline with value and momentum by stage.

Contacts & clients

One record per client and contact, with full history.

Activities

Follow-ups, notes, calls and meetings, all logged.

Convert to client

Turn a won lead into a client in one step.

Feeds proposals

Move straight from an opportunity into a versioned proposal.

Intelligence built into CRM & Sales

You do not open a separate report. The moment you land on a page, the intelligence is already there — surfacing what needs a decision, and what can wait.

Critical Stale-lead flags Leads gone quiet, surfaced before they die.

Healthy Pipeline health Value and momentum by stage, watched over time.

Watch Follow-up due Activities overdue for a next step, flagged.

Review Client signals Client activity worth a second look.

How the intelligence works

beta.maxccs.com/crmLIVE

Sample view

CRM & Sales◆ Zimpl

Executive Attention — ranked

1Stale-lead flagsLeads gone quiet, surfaced before they die.Critical

2Pipeline healthValue and momentum by stage, watched over time.Healthy

3Follow-up dueActivities overdue for a next step, flagged.Watch