DroneBundle CRM Launch

Visual Deal Pipeline Kanban-style deal tracking board with drag-and-drop functionality through custom sales stages (Leads → Qualified → Proposal Sent → Negotiating → Won/Lost). Archive completed or cancelled deals while maintaining full visibility of your sales process.

Advanced Deal Management Comprehensive deal editing with custom labels, file attachments for proposals and contracts, and team member assignment. Industry type classification, lead source tracking, currency support, and estimated close dates with urgency indicators.

Contact & Company Management Complete contact management system with customer/prospect classification, company associations, and contact information tracking. Role-based permissions and detailed contact profiles with deal history and total value tracking.

Activity Tracking & Collaboration Timeline view of all deal activities with integrated comment system, emoji reactions, and @mentions for team collaboration. Activity notifications and @person mentions ensure everyone stays aligned on deal progress with real-time updates.

CRM Analytics Dashboard Real-time sales metrics including active deals, win/loss rates, and pipeline analysis. Performance breakdown by lead source, industry type, and currency with visual charts and KPI monitoring for data-driven decisions.

Deal Details & Checklists Rich deal detail pages with checklist management, attachment handling, and comprehensive deal information. Smart location search integration, contact management within deals, and progress tracking capabilities.

Powerful Filtering & Search Advanced filtering by stage, assigned user, labels, or archived status with URL-based filter persistence. Quick search across all CRM data with export capabilities for reporting and analysis.

Multi-Currency & Global Support Full multi-currency support with customizable currency selection and value tracking. Industry-specific classifications and lead source management tailored for drone service businesses worldwide.

Seamless Platform Integration Built specifically for drone companies with direct connection to DroneBundle projects and operations. No separate CRM tools needed - manage your entire sales-to-delivery workflow in one unified platform.

Coming Soon: Lead-to-Client Conversion Convert qualified leads directly into DroneBundle client companies and contacts for seamless transition from sales to project delivery. Automatically transfer contact information, deal history, and preferences to streamline onboarding.