CRM

Sales relationships fall apart in the gaps — a lead that never gets a follow-up, a deal detail buried in someone's inbox, a customer history nobody can find when a new rep takes over the account. Lodos CRM gives teams a visual pipeline for tracking leads and deals through customizable stages, alongside contact and company records that keep a running history of every interaction in one place.

Every deal carries its value, stage, and probability, giving sales leads a real-time read on pipeline health without exporting a spreadsheet for the weekly forecast call. Follow-up reminders attached to individual contacts make sure no lead goes cold from simple neglect, and the activity timeline on each record means anyone on the team — not just the rep who owns the account — can pick up the context instantly.

Because CRM is built into Lodos, a follow-up call scheduled with a lead appears on the shared Calendar, a proposal discussion happens in a dedicated Social Hive channel, and closing tasks live on the Task Management board next to the rest of the team's work. Reporting on pipeline value and conversion rates draws from the same data — no manual reconciliation between a standalone CRM export and the tools where the actual work happens.