Founders running their first sales motion
Leads & Sales CRM
Track the people and companies you're selling to or partnering with. Organize them into pipelines, drag them through customizable stages, and see live numbers on pipeline value, win rates, and team performance.
Pipelines:MultipleStages:CustomAnalytics:Live
Enterprise Sales
Pipeline overview
New
Stratus
Polaris
Qualified
Bayside
OpenTrail
Proposal
Helios
Closed Won
Lattice
Apex
Pipeline
$420k
Win rate
42%
Cycle
31d
Built for
Who uses Leads & Sales CRM
Teams managing partnerships
Operators consolidating multiple campaigns
Capabilities
What you can do
Each capability ships out of the box — no setup, no plugins, no extra tools.
Multiple pipelines
One pipeline per sales process, partnership track, or campaign.
Customizable stages
Define stages that match how you actually sell.
Live pipeline analytics
Pipeline value, win rates, and team performance update live.
Per-pipeline access
Sensitive deals stay limited to a small group.
Linked contacts
Leads connect to your shared contact directory.
Quick start
From zero to using Leads & Sales CRM
- 1
Create a pipeline
Name it (e.g., Enterprise Sales Q1) and set the stages.
- 2
Add leads
Manually, by import, or from a Custom Form submission.
- 3
Drag through stages
Move leads as conversations progress.
- 4
Read the analytics
Pipeline value and win rate roll up on the dashboard.
Pipelines
Multiple
Stages
Custom
Analytics
Live
FAQ
Leads & Sales CRM questions
How is this different from the Investor CRM?
The Investor CRM is for fundraising — it tracks investors, their funds, term sheets, and outreach. This Leads CRM is for everything commercial — customers, partners, channel deals, anything where you're trying to convert someone.
Can I have more than one pipeline?
Yes, and you should. Create one for each sales process, region, or product line so the stages can be different. One pipeline can be your default.
Why can't I drag a card?
Either you don't have update permission, or the lead is locked (for example, already marked as Closed Won). Check the tooltip on the card.
Can I import existing leads from a spreadsheet?
Yes — use the import option in the pipeline actions menu. Map your columns to lead fields and Nautis creates the leads in bulk.
Who can see my pipeline?
You, anyone you added in Shared Access when creating the pipeline, and anyone with the Leads module permissions in your organization.
Does deleting a lead delete its contacts?
No. Contacts live in your Contacts module — deleting a lead just removes the link.
Can I export my pipeline?
Yes. Switch to the table view, select the rows you want, and use the export menu to download as CSV.
Can submissions from Custom Forms feed straight in?
Yes — route a Custom Form's submissions into a pipeline and every entry creates a new lead at the stage you choose.
Better together
Related modules
Fundraising CRM
Pipeline for raising rounds — investors as deals, customizable stages, full activity log.
OpenCustom Forms
No-code form builder — surveys, contact forms, applications, with public pages and embeds.
OpenContacts
Shared address book — investors, customers, advisors, vendors — linked to leads and deals.
OpenTry Leads & Sales CRM inside Nautis
One workspace, one bill, one source of truth. Skip the tool stack.