Sales and CRM
From first message to signed estimate.
Capture leads from your forms and ads, work them in one pipeline, and send estimates that clients accept online. An accepted estimate becomes a project automatically.
On screen
Every opportunity, every stage, every reason it was won or lost.
Weighted forecastDrag to mark won or lost
Every deal by stage, with the pipeline value, the weighted forecast and the deals that have stalled.
What is included
Built for teams that sell services.
Leads from anywhere
Web forms, a CSV import, AI that reads an email or WhatsApp thread, and an API for Meta and Google lead forms.
Estimates clients accept
Built from your rate card. The client ticks options and accepts online; VEGA creates the project, tasks and billing milestones.
WhatsApp, SMS and calls
Through your Twilio account: templates, browser calling and voicemail, with threads assigned to people.
Email campaigns
Templates, lists and filters from the CRM, test sends and suppressions, sent through Resend or your SMTP.
Automations
When something happens, assign an owner, create a follow-up, move a stage, send a template or ask the AI crew.
Sales reports
Pipeline, conversion and win reasons from the same data the rest of VEGA uses.
Questions
About sales.
Can VEGA send email from the inbox?
The inbox handles WhatsApp, SMS and calls. Email to a lead goes through campaigns and automations, and is logged on the lead.
Do I need Twilio?
Only for WhatsApp, SMS and calls. Each company connects its own Twilio account.
What happens when an estimate is accepted?
By default VEGA converts it into a project with a task and brief per section, a retainer for monthly plans, and billing milestones for finance.
Sell, then deliver, in the same system.
See how a lead becomes a paid invoice.