From web lead to booked invoice — one connected pipeline
Capture web leads, qualify them through a visual pipeline, and turn a won deal into a quote, order, and posted invoice — without re-keying.
Everything CRM & Pipeline handles
Web-to-lead capture
A public, rate-limited endpoint captures leads straight from your website into the CRM, with full lead CRUD and a status lifecycle from new to converted or lost.
Rule-based scoring
A rule engine evaluates BANT-style criteria to score leads and opportunities 0–100, snapshots the result, and recomputes automatically as records change.
Automatic assignment
Round-robin with a persistent pointer, territory, score-threshold, and least-busy strategies distribute leads and opportunities to the right owners.
Visual opportunity pipeline
A drag-and-drop kanban across seven default stages, each carrying a win probability, with every stage change written to an append-only history for audit.
Weighted pipeline view
Open opportunities are grouped by stage and weighted by each stage’s probability, converted to your base currency, and charted — a real weighted number, not a black-box forecast.
Quotations with approval
Create quotes with line items, run a draft-to-approved workflow with valid-transition guards and revisions, and convert an approved quote to a sales order re-priced through the pricing engine.
From action to ledger, in four steps
- 1Capture
A lead arrives by web form or manual entry, gets scored by rules, and is auto-assigned to an owner.
- 2Work
Convert the lead to an opportunity and move it across the kanban; each move is audited and reflected in the weighted pipeline.
- 3Quote
On a won opportunity, generate a quotation, route it through approval, and convert the approved quote to a sales order.
- 4Invoice
The sales order becomes an invoice, and posting it writes the journal to the ledger — the pipeline stays pre-financial until then.
Real screens, real data
The pipeline stays pre-financial
Opportunities and quotations carry zero GL impact — the ledger is only touched when an invoice posts. Your books stay clean and CAS-ready while sales works the deal.
What you get
- One connected path from first touch to posted revenue — no re-keying across CRM, sales, and accounting.
- Reps see a real weighted pipeline number, converted correctly across currencies.
- Scoring and auto-assignment keep follow-up consistent instead of ad hoc.
- Quote approvals and revisions are governed by a real workflow with an audit trail.
- Sebee can convert an accepted quote into a sales order for you, cutting the manual handoff.
Frequently asked questions
Does the CRM pipeline touch the general ledger?
No. Opportunities and quotations carry zero GL impact — the ledger is only touched when an invoice posts. Your books stay clean and CAS-ready while sales works the deal.
Can a web lead flow all the way to a posted invoice?
Yes, without re-keying. A lead is captured by web form, scored, and auto-assigned, converted to an opportunity on the kanban, turned into an approved quotation, converted to a sales order, and then invoiced — and posting the invoice writes the journal to the ledger.
How are leads scored and assigned?
A rule engine evaluates BANT-style criteria to score leads and opportunities 0–100 and recomputes automatically as records change. Round-robin, territory, score-threshold, and least-busy strategies distribute them to the right owners.
Is the pipeline forecast a real number?
Yes. Open opportunities are grouped by stage and weighted by each stage’s win probability, converted to your base currency, and charted — a real weighted number, not a black-box forecast.