What you can do
A lightweight module to qualify before kicking off the full client CRM.
BCE-powered search
Filter by NACE sector, postal code or legal form to find relevant prospects.
Qualification status
Status (to contact, qualified, lost) and notes to track each prospect's progress.
One-click conversion
A qualified prospect becomes client + deal with all data carried over.
Assignment
Distribute prospects across team members with automatic reminders.
How it works
From BCE-driven identification to conversion into a deal or client.
- 1
Identify
Search BCE by criteria or import your existing lead list.
- 2
Qualify
Log the first contact, tag priority opportunities.
- 3
Convert
Turn into client + deal to enter the commercial pipeline.