Visual pipelines, quotations and automations
Drag deals across custom stages, build branded quotes inline, and let automations reach into every other module the moment a deal moves.
Revenue & Sales · Pipelines, quotations & automations
Why teams move their CRM onto Dolfin360
Most sales teams do not lose deals because their CRM lacks a field. They lose them because the context that decides the deal lives somewhere else — the WhatsApp thread sits in a phone, the support complaint sits in a helpdesk, the quotation sits in a spreadsheet, and the person who needs all three is on a call right now.
Dolfin360 CRM Suite is built on the same database as the other eight modules, so that context is not synced, mirrored or reconciled — it is simply already on the record. Open a contact and you see the open deal, the last WhatsApp message, the unresolved ticket, the quotation you sent on Tuesday and the field visit your rep logged this morning. No integration to configure, no webhook to babysit, no delay between systems.
No integration tax
The helpdesk ticket, the WhatsApp thread and the expense claim are already attached to the contact. Nothing to sync, nothing to pay a middleware vendor for.
Cost you can predict
A low monthly base per module plus published per-unit rates. Adding a teammate does not move your bill, so you are never choosing between headcount and licences.
Automations that cross modules
A won deal can open an onboarding checklist in Task Management, queue a welcome template in WhatsApp and assign an asset in HRMS — as one rule, not three.
A pipeline that reflects how you actually sell
Multiple pipelines, unlimited stages, weighted forecasting.
Create a pipeline per motion — new business, renewals, partner-sourced, whatever your team runs — and give each its own stages, required fields and probability weighting. Deals move by drag, and every move is written to an immutable stage history you can audit later.
The forecast is not a separate spreadsheet. Each stage carries a probability, so the weighted total updates the moment a deal advances, and stage-conversion analytics show you where deals actually stall rather than where you assume they do.
- 01Unlimited custom stages — per pipeline, with required-field gates
- 02Weighted forecast — recalculated on every stage change
- 03Stage-conversion analytics — drop-off by stage, rep and source
What is inside the CRM Suite
Unlimited stages, weighted forecasting, drop-off analytics per pipeline.
Templates, catalogs, approval routing, one-click branded PDF.
Model your own objects and relationships without leaving the app.
A full audit trail of every touch, note, call and stage move.
Personalised outbound that reads from live deal context.
Cross-module triggers, conditions and actions built in the UI.
Quotations built where the deal lives
Templates, line-item catalogs, approval routing and one-click PDF.
Building a quote should not mean leaving the deal, opening a document tool and pasting numbers by hand. In Dolfin360 you build the quotation on the deal itself, from a reusable template and a shared line-item catalog, so pricing stays consistent across the team.
Quotes above a threshold route for approval automatically, and every version is kept against the deal — so when a customer asks why the number changed, the answer is one click away rather than a search through someone's sent folder.
- 01Reusable templates — branded, with your terms and tax rules
- 02Approval routing — by value, discount depth or product line
- 03Versioned history — every revision kept against the deal
From first message to closed-won
Capture
A WhatsApp message, web form or import lands as a shared contact — no duplicate record.
Qualify
Assignment rules route by territory or source; the rep enriches and advances the stage.
Quote
Build a branded quotation inline, route it for approval, send it as a PDF.
Close & hand off
A won deal fires the onboarding checklist and the first invoice line automatically.
What changes after the switch
Platform facts and published rates — not customer-measured outcomes.
“We retired a separate CRM, a quoting tool and most of our automation bill. What actually sold the team was seeing a support ticket on the same screen as the open deal.”
Try the CRM Suite free for 14 days
Import your pipeline in minutes and turn on WhatsApp when you are ready.
CRM Suite questions
Yes — CSV import with field mapping is built in, and there is a guided migration path from HubSpot, Pipedrive and Zoho including pipelines, activities and owners.
Templates are included by tier (3 / 15 / unlimited). Generated quotations draw on a monthly quota — 100 on Starter, 500 on Growth, unlimited on Enterprise — and a +500 pack is available as an add-on.
There is nothing to connect. Contacts, companies and users are one dataset across modules, so a WhatsApp conversation or a support ticket appears on the CRM record automatically when the matching module is enabled.
Try CRM Suite free for 14 days
No credit card. It shares data with every other module the moment you turn it on.