Product
Saleslox is built for the sales cycle people actually run: capture the lead, work the company, move the opportunity, send a quote that can become an order, and forecast from those same records — not from a second spreadsheet.
Open leads, hot leads, follow-ups due today, unweighted pipeline, won this year, plus a pipeline preview and quota needle. This is the landing page after login — items you control, not a wallpaper of charts.
Screenshot from the Enterprise Plan
Board or table. Hot, warm, cold on the card. Convert into an account instead of cloning rows by hand. Search by company, contact, source, or salesperson.
Screenshot from the Enterprise Plan
Lead in, qualifying, proposal, negotiation, closed won. Value on the column. Stage on the card. Professional adds aging so a quiet deal is a queue.
Screenshot from the Enterprise Plan
Dashboard designer: KPI tiles, pipeline by stage, leads by status. Build the Monday view once. Stop screenshotting a BI tool that is three days behind.
Screenshot from the Enterprise Plan
Send, mark accepted, generate order. Line items, expiry, PDF. The commercial document is a record, not an attachment someone renamed.
Screenshot from the Enterprise Plan
Each customer can run a seven-stage checklist. Tasks sit in to-do / doing / done. Stage gates beat “we’ll do discovery later.”
Screenshot from the Enterprise Plan