Multiple pipelines
One pipeline per sales process, partnership track, or campaign.
Leads & Sales CRM for a startup's first real sales pipeline
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
What is Leads & Sales CRM?
A sales CRM keeps every deal you're chasing in one place, with its value, the people involved and what happens next. The Nautis Leads & Sales CRM gives you a Kanban pipeline for each sales process, stages you define, six tabs on every lead for notes, meetings, comments and files, and an Overview panel with pipeline value in USD, a forecast and a sales leaderboard.
Early sales rarely fail for lack of software. They fail because nobody wrote down the next step, so a warm prospect goes quiet for three weeks. A CRM is worth having the day a deal can't move without a date and an owner on it. That's the habit this module is built around: every card has a value, a priority and an Expected Close Date.
Open Marketing, then Leads & CRM, and click Create Pipeline. Give it a Pipeline Name, such as "Enterprise Sales Q1", a short description, and choose who gets Shared Access. Switch on Default Pipeline if new leads should land here when nobody picks one. Nautis adds a starter set of stages, and Manage Pipeline Stages lets you rename them, drag them into order, and tick Closed Won or Closed Lost on the final ones. Those two ticks decide what counts in your won and lost numbers.
Each lead is either an Individual or a Company. A company lead holds several contacts with one marked primary, which matters when the buyer and the person signing are different people. You set Deal Value in any currency, a Source such as Referral, LinkedIn or Event / Conference, and comma-separated Tags. Investors don't belong here. They go in the Fundraising CRM, which has rounds, targets and a closing checklist.
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.
Use cases
How startups use Leads & Sales CRM
Founder-led sales to the first ten customers
One pipeline with stages such as Discovery, Demo, Proposal, Closed Won and Closed Lost is enough. Put a value and an expected close date on every card, then open the Overview sidebar on Friday: Active shows what's still open and the Forecast Panel shows what should close and when.
Partnerships on their own track
Partners don't move like customers, so give them a second pipeline with stages such as Intro, Pilot and Signed, and share it only with the people who run partnerships. Every pipeline keeps its own stages, so neither process bends to fit the other.
Leaving the spreadsheet behind
Use the import option in the pipeline actions menu and map your columns to lead fields. Then switch to Table view, tick a batch of rows and use the bulk-action menu to set priority or move stage in one go. If you ever need the data out again, the same view exports CSV.
Letting a rule do the Monday reminder
Open Automation Rules and add something like "When a lead moves to Negotiation, set priority to High." The rule fires every time a card crosses that line. Rules can also assign leads, send reminders and update fields, which takes small chores off whoever runs the pipeline.
Selling in rupees, euros and dollars
Enter each deal in the currency the customer pays in. Nautis converts everything to USD for the pipeline Value, and Advanced Currency Analytics compares deals across currencies, so a mixed pipeline still adds up to one number.
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, or by importing a spreadsheet.
- 3
Drag through stages
Move leads as conversations progress.
- 4
Read the analytics
Pipeline value and win rate roll up on the dashboard.
Where the AI Chief of Staff and agents use your sales CRM
The leads pipeline is one of the sources the AI Chief of Staff scans for the 7:00 am briefing. Deals that need attention show under Pipeline with a Critical or Attention pill, and clicking one opens the lead. If revenue matters most this quarter, an owner or admin can push the Revenue at risk slider up under Settings, then Priorities.
Routines can run on lead events too. New Lead Welcome is a triggered routine that runs whenever a new lead is created, and anything it wants to change still follows your approval rules. On WhatsApp, where it's switched on for your workspace, a photo of a business card becomes a contact with an offer to add a lead, and nothing is saved until you approve.
Claude and ChatGPT, once connected, can read your leads and, with write access, create and update them. Those writes wait in Approvals for an owner or admin unless someone changes Agent Autonomy. Deleting is never allowed through that connection.
Nautis sales CRM vs a spreadsheet vs a dedicated sales CRM
The real choice is between depth in sales and having sales sit next to the rest of the company. Here's how the three compare on the jobs a small team actually does.
| Need | Spreadsheet | Nautis Leads & Sales CRM | Dedicated sales CRM |
|---|---|---|---|
| See deals by stage | Filters and sorting | Kanban and Table views for each pipeline | Yes |
| Different stages per process | One tab per process | Own stages per pipeline, with Closed Won and Closed Lost flags | Yes |
| History on the deal | A notes column | Notes, Activity, Meetings, Comments and Files tabs | Yes |
| Totals across currencies | Formulas you keep updated | Converted to USD, with currency analytics | Varies by product |
| Rules on stage changes | Scripts or nothing | Automation Rules | Usually deeper workflow builders |
| Email sequences and calling | No | Not described in the guide | Often included or sold as add-ons |
| Link to fundraising, tasks and the daily briefing | No | Same workspace | Through integrations |
Plans and limits
- Leads pipelines are limited on Launch, so check pricing if you plan to run several processes.
- Your plan caps how many leads you can create each month. The count resets on the first of the month, and at the cap Create Lead shows a "Lead Limit Reached" window.
- Launch allows 5 team members, Voyage 10 and Fleet 25, which sets how many people can sell from the same pipeline. The 14-day trial asks for no card.
What Leads & Sales CRM doesn't do
- The guide describes no email sequences, dialer or email open tracking. If outbound volume is your main motion, a dedicated sales tool will do more.
- Leads don't arrive from Custom Forms on their own. The guides document no automatic route, so form entries are added by hand or imported.
- A dedicated sales CRM usually goes further on quotas, territories and reporting once you have a sales team with managers.
- A card that's locked, for example one already marked Closed Won, can't be dragged, which surprises people tidying up an old pipeline.
Leads & Sales CRM questions
When does a startup need a sales CRM?+
When follow-ups start slipping, or when a second person starts selling and you both need the same view. Before that, a list works. After it, the cost of one forgotten deal is usually higher than the time a CRM takes.
Should a lead be a person or a company?+
Use Company whenever more than one person is involved in the decision, which covers most B2B sales. Add each person as a contact and mark the main one as primary. Use Individual for consumers, freelancers or one-person shops.
How are pipeline value and wins counted?+
Value adds up deal values in USD, converting other currencies for you. Won counts leads sitting in any stage marked Closed Won, and dropping a card into a Closed Won or Closed Lost stage updates its status. The Win/Loss Analysis view breaks those results down further.
Can I track fields Nautis doesn't show by default?+
Yes. Set up custom fields from a lead's Details tab for things like industry or budget tier. They then sit on the lead alongside the standard fields.
Can I log calls and meetings against a deal?+
Yes. The lead's Meetings tab schedules or logs calls and meetings, and the Activity tab keeps a timestamped record of everything that happened to the lead.
Can Claude or ChatGPT update my sales CRM?+
Yes, through the connector in Connect Claude and ChatGPT. They can read leads, and with write access they can create and update them. By default every write waits for an owner or admin to approve it.
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?+
Not automatically. Form entries stay on the form's Entries page. Export them as CSV and use the import option in the pipeline actions menu, or add the leads by hand.
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.