Leads & Opportunities
This is where prospects become revenue.
Leads
A lead is an unqualified prospect — someone who has shown interest but isn't yet a committed deal. Leads capture source, contact details, and status so you can triage and qualify them. Qualified leads convert into a contact/account plus an opportunity.
Opportunities
An opportunity is a deal in progress. Opportunities track amount, stage, expected close date, and the account/contacts involved, and they move through a pipeline so you can see what's likely to close and when.
Predictive lead scoring
OrbitCubs CRM ships predictive lead scoring that ranks leads by their likelihood to convert, computed client-side from your own data so you can focus on the prospects most worth your time.
Forecasting & quotas
Pipeline rolls up into forecasting with quota tracking, so you can compare expected revenue against targets. (Forecasting and territory/quota tooling are part of the advanced module set — see the Changelog for what's shipped.)