Sales Cloud
Everything you need to capture leads, work deals, send quotes and close revenue.
Sales Cloud
The Sales module covers the full lead-to-cash journey. The same record flows from the first inbound enquiry all the way to a signed contract, and every team member can see exactly where each deal stands.
The big picture
A typical deal looks like this:
Lead ──► Account + Contact ──► Opportunity ──► Quote ──► Contract
(prospect) (qualified) (active deal) (proposal) (signed)You bring leads in, qualify them, convert them into an account, work the opportunity through 7 sales stages, send a quote, and close it as a contract. Activities (calls, meetings, follow-ups) hang off each step.
What's included
| Area | What it does |
|---|---|
| Leads | Capture and qualify new enquiries before they become real deals. |
| Accounts | The companies you do business with — prospects, customers, partners. |
| Contacts | The people at those companies — decision-makers, end-users. |
| Opportunities | Active deals being worked through the pipeline. |
| Pipeline Management | How stages, probability and forecasting work. |
| Quotes | Pricing proposals tied to opportunities, with line items and discounts. |
| Activities | Calls, emails, meetings and tasks scheduled on any record. |
What the system does for you automatically
You don't need to do these manually — HotCRM handles them in the background:
- Lead scoring — every new lead gets a 0-100 score based on company size, industry, job title and engagement.
- Hot lead alerts — leads with a rating of 4+ stars get the next follow-up date set to today and notify the owner.
- Probability update — when you move an opportunity to a new stage, the win probability updates automatically (Prospecting 10% → Closed Won 100%).
- Expected revenue —
amount × probabilityis calculated for you. - Big-win notifications — when a deal over $100K is marked won, sales management is notified by email.
- Quote expiration — quotes that pass their expiration date are auto-marked as expired every night.
- Discount approval — opportunities over $500K are automatically routed to your sales manager and director for approval.
The Sales Copilot
The Sales Copilot is built in. When you open a lead, account or opportunity, it can:
- Qualify a lead using the BANT method (Budget, Authority, Need, Timeline) and give you a score.
- Draft outbound emails personalised for the contact and grounded in the product catalog.
- Forecast revenue and flag deals that look at risk.
- Summarise an account before your next meeting (Customer 360).
Just type into the chat: "qualify this lead", "draft a follow-up email", "what's at risk this quarter?"
Where to find things
The Enterprise CRM app sidebar groups everything under Sales:
- Leads · Accounts · Contacts · Opportunities · Quotes · Contracts
- Sales Pipeline — the kanban board view of opportunities
- Sales Dashboard — your daily KPIs
Start here
If you're new, read these in order:
- Leads — where every deal starts.
- Opportunities — the core record you'll work on every day.
- Pipeline Management — how the funnel is governed.
- Quotes — how to send a proposal.