Capture the relationship
Create leads, companies, and contacts with the fields your business needs.
CRM & Sales Pipeline
Keep the next sales action close to the customer.
Manage leads, companies, contacts, opportunities, and activities. Use EosHQ Chat to retrieve context and update the records your team works from.
See EosHQ in actionEveryday sales work
From the first lead to the next conversation.
Manage the opportunity
Track the owner, stage, value, probability, and expected close date.
Record the follow-up
Connect calls, meetings, notes, and other sales activities to the relevant records.
Your process
Give the team a shared view.
Configure stages, custom fields, layouts, roles, and territories. Review pipeline and due activities through saved reports and the Sales dashboard.
Try asking
“Create an opportunity for Northstar’s implementation.”
“Show the open opportunities assigned to me.”
“Record a follow-up activity for this customer.”
Beyond the pipeline
Use outbound and project management alongside CRM.
Start more conversations
Build relevant campaigns and keep their activity connected to customer records.
Explore outbound campaignsManage client work
Projects, tasks, resource planning, and time tracking are part of the wider EosHQ platform.
Explore project managementYour work, in conversation
Bring a sales opportunity or a client project.
See how EosHQ handles the next step, keeps the records, and puts you in control.