Leads, opportunities and pipeline
Capture leads from ads, messages, forms or a manual import, qualify them and convert them into opportunities. Move each opportunity through pipeline stages and see what is waiting at every step.
Leads and contacts
Store people and companies with their contact details, source, status and owner.
Opportunities
Track deal value and stage, and update the stage as the conversation progresses.
Segments
Group customers by status, source or activity for follow-up and campaigns.
Lead discovery
Search for businesses by category and location and import the results as new leads.
Quotes, orders and payments
Prepare quotes from your product list and price lists, download them as PDF, and turn accepted offers into orders. Record invoices and payments so the customer record shows what was sold and what was collected.
Tasks, visits and activity history
Create follow-up tasks, plan field visits and log calls or notes. Every message, task and change appears on the customer timeline, and notifications remind the owner when something needs attention.
Reports
Dashboards show new leads, pipeline value, conversion between stages and revenue. Because ads, conversations and sales share one record, you can see which channel actually produced customers.
Frequently asked questions
- Can I import my existing customer list?
- Yes. You can add leads and contacts manually or import them, and YUNETO keeps the source of each record.
- Does the CRM work with WhatsApp and Instagram?
- Yes. Conversations from Instagram and WhatsApp are linked to the matching customer record, so the full message history sits next to deals, quotes and tasks.
Run sales, conversations and ads from one place.
Create an account, connect your channels and invite your team.