Leads that assign themselves
Round-robin, least-busy or fixed owner per role group. The assignee gets a task and an email the moment it lands.
CRM · Leads, companies & deals
From first call to confirmed deal, without re-typing a thing.
Leads, customers, companies and deals live on one record with the quote, the art and the money. Your reps quote from live vendor pricing and every hand-off happens on its own.
6steps from lead to confirmed deal
10clicks, start to finish
0fields copied between systems
2vendor catalogs priced live
LeadCustomerDealQuotedQuote sentConfirmed
Step by step
Move a lead to a confirmed deal.
Jordan from Riverside Youth Soccer fills in your contact form. Here is everything your rep does until the deal is confirmed and art is on it — hover to pause, or pick any step.
platyn.io/o/bright-press/leadsDeal #23 · New lead
Step 1 of 6Clicks so far 1 / 10
What's inside
Everything crm needs, on the same order.
Companies with real addresses
Shipping and billing addresses with autocomplete and carrier verification, snapshotted onto each deal so history never shifts.
Your statuses, your board
Configure the pipeline to match how your shop talks. Boards and lists read the same statuses, and every move is timestamped.
Quotes from live pricing
Vendor cost, decoration matrix by quantity tier, setup fees and margin floors — the price is right the first time.
One timeline per customer
Notes, emails, status changes and approvals on one feed across the contact, company and deal. Merge duplicates in a click.
Workflows that do the follow-up
When a deal changes stage, create the task, assign the person, set the next status and send the email — automatically.
Where the order goes next
DesignArt, approvals & templatesUpload the art, send a proof, collect the sign-off in the portal, brand the shop.See it with your own orders.
We set every shop up in person, with your catalog, your statuses and your templates — so the first order you move is a real one.