CRM & Sales

Manage your sales pipeline, track contacts, log activities and convert deals to invoices - all linked directly to Finance.

📅 This feature launches with Udala v1.0 in January 2027. Join the waitlist for early access.

CRM module components

Contacts - Individuals: leads, prospects, customers, vendors
Companies - Organisations linked to contacts
Deals - Opportunities in your sales pipeline
Activities - Calls, emails, meetings logged against contacts and deals
Quotations - Formal quotes that convert to invoices when won

Pipeline stages

The default pipeline has 5 stages. Drag deals between stages on the Kanban board:

Lead
Qualified
Proposal Sent
Negotiation
Won / Lost

Finance integration

When a deal is marked as Won and has an accepted quotation, Udala can automatically generate a draft invoice in Finance with all the line items pre-populated. No double data entry.

← Payroll Next: Contacts →