Vendly's CRM sits in front of the sales documents. Every customer relationship starts as a Lead, moves through a Pipeline of stages, and ends as either a Client with active invoices or a closed-lost record you can learn from. The same product handles capture, qualification, follow-up and conversion.

The flow at a glance

1. Capture — a lead lands via a website form, a Whatsapp enquiry, a referral, or you add it manually.
2. Qualify — give the lead an owner, source, stage, expected deal value and a next-action date.
3. Walk the pipeline — every interaction (call, email, meeting, demo) is logged against the lead.
4. Quote — once the buyer's interested, generate a Quotation from the lead. The same line items can later flow into a Sales Order and a Tax Invoice.
5. Convert — once the buyer accepts, click 'Convert to Client' and the Lead becomes a real Client record with all the activity history preserved.
6. Repeat or close lost — the next deal starts a new lead under the same client, or the lead closes lost and you tag the reason for next time.

1. Define your pipeline first

A Pipeline is the sequence of stages a lead walks through. Vendly ships a default (New → Contacted → Qualified → Proposal → Won / Lost). You can rename, add or remove stages — keep it to 5-7. More stages don't help; people stop updating them.

2. Capture your first lead

3. Use the board view

The Pipeline Board is the Kanban-style drag-and-drop view of all leads in one pipeline at once. Faster than the list when you're moving multiple leads through stages in a single sitting — drag a card from Qualified to Proposal and the lead's stage updates instantly.

4. Convert when you win

Marking a lead WON converts it to a Client. The contact, company, KRA PIN, address and email all carry across. The activity history is preserved on the client record so the salesperson can see how they got there. New invoices for this client now post to the books.