Multiple pipelines
One pipeline per sales process, partnership track, or campaign.
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.
- PipelinesMultiple
- StagesCustom
- AnalyticsLive
app.nautis.io/leads
Built for
- Founders running their first sales motion
- Teams managing partnerships
- Operators consolidating multiple campaigns
Capabilities
What you can do with Leads & Sales CRM
Everything ships out of the box. No setup, no plugins, no extra tools.
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.
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.
Your first hire, before your first hire
Hire your Chief of Staff today.
Full business context from the first conversation. Daily operations, fundraising, revenue and finance, run with you. You approve every move. It handles the rest.
Nothing leaves your workspace without your yes.