Close deals faster with a CRM that natively connects to delivery.
Stop losing context between sales and execution. 180 CRM manages your entire client lifecycle from first ad click to proposal e-signatures and automated invoice collection.
Everything your sales team needs to win.
Designed specifically for modern agencies, software consultants, and high-growth B2B teams.
Headless Lead Capture & Web Forms
Capture leads from websites, dynamic Traffic Director links, and custom landing pages instantly. Eliminate manual data entry with auto-lead enrichment.
- Embeddable public forms with custom branding
- Instant lead attribution & traffic source tracking
- Auto-assignment rules based on team capacity
Visual Multi-Stage Deal Pipelines
Track deals from initial contact to closed-won. Drag and drop deals across customizable stages with real-time revenue weighting.
- Custom stage definitions & win probability multipliers
- Revenue forecasting per pipeline & sales rep
- Stale deal alerts & automated follow-up reminders
Proposals & Digital Contract Signatures
Generate professional client proposals, embed scope of work, and collect legally-binding electronic signatures without third-party tools.
- Public signing URLs (/p/contract/:id) with custom domains
- Audit trail with IP timestamps & signee verification
- Auto-converts signed contracts into active Projects
Client & Company Relationship Records
Every email, chat thread, project milestone, and paid invoice consolidated in one comprehensive 360-degree client timeline.
- Unified contact directory with custom field support
- Company-level aggregation of multiple contacts & deals
- Direct link to client invoices, files & active tasks
AI Meeting Transcripts & Deal Insights
Orbit Copilot automatically extracts follow-up tasks, objection summaries, and client sentiment directly from meeting recordings.
- Automated meeting summary generation
- Key decision points & next action items extracted
- One-click task assignment to account managers
White-Label Client Collaboration Portal
Give your clients a custom-branded portal under your own domain to view proposals, approve deliverables, and review project progress.
- Custom CNAME domain with automatic SSL (e.g. portal.yourbrand.com)
- Role-based client permission controls
- Eliminates messy email threads & lost file attachments
How to Manage Your Sales Pipeline in 180
Follow these 4 simple steps to set up your pipeline and start closing deals.
2-Minute CRM & Proposals Overview
Interactive step-by-step visual training modules.
Create Your Custom Pipeline Stages
Navigate to CRM → Pipelines. Customize stage names, win probabilities, and automated actions (e.g., Discovery → Proposal Sent → Under Review → Closed Won).
Capture Leads from Traffic Director or Forms
Connect your landing page forms or dynamic ad tracking links. Incoming leads automatically populate your pipeline with complete attribution data.
Generate & Send Proposal for E-Signature
Draft a proposal using customizable templates. Share the secure self-service link with your client for one-click digital signing.
Work Graph Automatic Execution
Upon signature completion, the Work Graph automatically triggers the creation of a Project workspace and issues the initial deposit invoice in Finance.
Sales that automatically triggers fulfillment.
See how closed deals immediately activate project management, finance, and marketing attribution.
Closing a deal immediately provisions a project workspace with predefined task templates and milestone schedules.
Converts agreed contract payment terms into automated deposit invoices with Stripe payment collection.
Links deal revenue back to the exact ad campaign, keyword, and click ID that generated the original lead.
Frequently Asked Questions about 180 CRM
Clear answers on migrations, contract signatures, custom domains, and automations.
Can I import existing contacts and deals from HubSpot, Pipedrive, or CSV files?
Are digital contract signatures legally binding in 180workspace?
Can I use my own custom domain for client proposals and contracts?
How does the CRM share data with our project management and finance teams?
Is there a limit on the number of leads or pipelines I can create?
Turn more leads into long-term client revenue.
Start using 180 CRM today. Free 14-day trial, instant setup, no credit card required.