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The complete CRM toolkit

All the work. None of the disconnect.

Leads, relationships, communication, products and business processes — connected in one workspace, with the flexibility to make it your own.

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Sales / 01

Lead management

Capture leads from web forms, imports and conversations. Keep the source, owner, value and next action together, so a promising opportunity never disappears in a spreadsheet.

  • Capture and qualify incoming leads
  • Assign owners and track sources
  • Keep the next follow-up visible
IN PRACTICE

Route a new website enquiry to a sales representative with a follow-up activity.

See it in a demo
MORSE CRM / leadsSample workspace

Sales pipeline

$69,600 open pipeline · 25% win rate · Sample data

New1
Consulting

Vela Consulting

$22,400
ASAlex Smith

Qualify call

Qualified2
Technology

Tidewater Labs

$67,000
PNPriya Nair

Budget check

Enterprise expansion

Acme Global

$24,000
ASAlex Smith

Next stage ready

Proposal1
Distribution

Northwind Traders

$48,000
DRDana Reyes

Demo follow-up

Negotiation1
Manufacturing

Cobalt Manufacturing

$126,500
JLJames Lee

Send quote

Won1
B2B services

Meridian Services

$38,900
MKMaya Kim

Renewal review

Connected opportunities. Clear ownership. A next step for every deal.

Sales / 02

Pipeline management

Make your sales process visible from first contact to won revenue. Create pipelines that reflect your business and move each opportunity through clear, actionable stages.

  • Custom pipelines and stages
  • Deal values and sales ownership
  • Won and lost opportunity tracking
IN PRACTICE

Review proposal-stage opportunities before the weekly sales meeting.

See it in a demo
MORSE CRM / leadsSample workspace

Sales pipeline

$69,600 open pipeline · 25% win rate · Sample data

New1
Consulting

Vela Consulting

$22,400
ASAlex Smith

Qualify call

Qualified2
Technology

Tidewater Labs

$67,000
PNPriya Nair

Budget check

Enterprise expansion

Acme Global

$24,000
ASAlex Smith

Next stage ready

Proposal1
Distribution

Northwind Traders

$48,000
DRDana Reyes

Demo follow-up

Negotiation1
Manufacturing

Cobalt Manufacturing

$126,500
JLJames Lee

Send quote

Won1
B2B services

Meridian Services

$38,900
MKMaya Kim

Renewal review

Connected opportunities. Clear ownership. A next step for every deal.

Relationships / 03

Contacts & persons

Keep people, their roles and their relationship history in one record. Connect each person to organizations, open leads, quotes, emails and activities for a complete view of the relationship.

  • Linked person and lead records
  • Communication and activity history
  • Custom customer information
IN PRACTICE

Prepare for a customer call with their latest email, open quote and next meeting.

See it in a demo
MORSE CRM / contactsSample workspace
Decision maker

Priya Sharma

Acme Global · Director of operations

3Open leads
2Active quotes
$48KOpportunity value

Relationship timeline

Email received

Requested the updated proposal

Today, 10:24 AM
Meeting scheduled

Implementation discussion with sales

Tomorrow, 2:00 PM
Quote created

Q-2026-089 · Enterprise expansion

October 5
Note added

Customer is reviewing two regional teams

October 3

Relationships / 04

Organizations

Understand the whole account, not just one conversation. Link decision makers, associated leads and commercial activity to an organization so your team shares the same customer context.

  • Account-level relationship history
  • Associated people and opportunities
  • Shared company information
IN PRACTICE

Coordinate multiple decision makers during an enterprise sales cycle.

See it in a demo
MORSE CRM / contactsSample workspace
Decision maker

Priya Sharma

Acme Global · Director of operations

3Open leads
2Active quotes
$48KOpportunity value

Relationship timeline

Email received

Requested the updated proposal

Today, 10:24 AM
Meeting scheduled

Implementation discussion with sales

Tomorrow, 2:00 PM
Quote created

Q-2026-089 · Enterprise expansion

October 5
Note added

Customer is reviewing two regional teams

October 3

Communication / 05

Mail & email templates

Bring inbox, drafts, sent messages and email templates into your sales workflow. Link conversations to contacts and leads, with CC and BCC available when the wider team needs context.

  • Inbox, sent, drafts, spam and trash
  • Compose with contact and lead context
  • Reusable email templates
IN PRACTICE

Send a proposal follow-up from the related opportunity without switching tools.

See it in a demo
MORSE CRM / mailSample workspace

Your rollout proposal

Today, 10:24
PS
Priya Sharmapriya@example.com → Alex Smith

Hi Alex,

Thanks for the walkthrough. Our team is aligned on the next steps. Could you share the updated proposal for our regional rollout?

We’d like to discuss implementation with both teams next week.

Best,
Priya

Priya SharmaAcme Global$24,000 · Proposal

Sales / 06

Quotes

Turn an opportunity into a clear commercial proposal. Connect product information, quantities and pricing with the customer and lead, then keep the quotation status visible to your team.

  • Customer and lead-linked quotations
  • Product line items and totals
  • Visible quote status
IN PRACTICE

Build a quote for the products discussed in a customer meeting.

See it in a demo
MORSE CRM / quotesSample workspace

Acme Global · Enterprise expansion

Quote Q-2026-089

Draft
Prepared for Priya Sharma

Acme Global · Regional operations team

ProductQuantityAmount
Enterprise workspace40$20,000
Implementation services1$4,000
Total quotation value$24,000

Sample commercial data · not a product price

Sales / 07

Activities

Give every opportunity a next step. Keep calls, meetings and follow-up tasks associated with the right customer so your team knows what needs attention today.

  • Calls, meetings and follow-ups
  • Owner and customer associations
  • Daily activity visibility
IN PRACTICE

Schedule a follow-up after a demo and keep it attached to the lead.

See it in a demo
MORSE CRM / dashboardSample workspace

Your revenue, in perspective

Good morning, Alex

This quarter
Won revenue$284,730+18.6%
Open pipeline$847,30032 active deals
Win rate34%+4.2 pts
Total leads428+28 this month

Revenue overview

Won revenue
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec

Open leads by stage

New28
Qualified42
Proposal35
Negotiation19

124 opportunities · $847,300

Opportunities needing attention

Next steps
N
Northwind TradersEnterprise expansion
$48,000Send proposal
C
Cobalt ManufacturingAnnual agreement
$126,500Review quote
H
Harbor DistributionRegional rollout
$31,200Follow-up call

Sales / 08

Products & warehouses

Maintain product information alongside your commercial process. Use products in quotations and organize warehouse information to connect what you sell with how your business operates.

  • Structured product catalog
  • Quote-ready product information
  • Warehouse organization
IN PRACTICE

Keep a distributor’s product details consistent across customer quotes.

See it in a demo
MORSE CRM / quotesSample workspace

Acme Global · Enterprise expansion

Quote Q-2026-089

Draft
Prepared for Priya Sharma

Acme Global · Regional operations team

ProductQuantityAmount
Enterprise workspace40$20,000
Implementation services1$4,000
Total quotation value$24,000

Sample commercial data · not a product price

Automation / 09

Campaigns & events

Coordinate customer engagement with structured campaigns and event-driven actions. Connect sales follow-ups with the moments that matter in the customer journey.

  • Organized campaign activity
  • Event-based processes
  • Connected customer records
IN PRACTICE

Create a coordinated follow-up process for incoming campaign leads.

See it in a demo
MORSE CRM / automationSample workspace

New lead → meaningful follow-up

Lead Morse LMS workflow

TRIGGERNew lead created
ACTIONAssign sales rep
ACTIONSend welcome email
ACTIONWait 24 hours
CONDITIONCheck response
ACTIONCreate follow-up
ACTIONNotify manager
ACTIONUpdate lead status
Ready to run · Lead assignment, communication and follow-up in one flow

Automation / 10

Workflows & automation

Build repeatable processes for lead assignment, welcome emails, task creation and status changes. Use triggers, conditions and actions to remove repetitive work while keeping people in control.

  • Trigger, condition and action steps
  • Lead assignment and follow-up tasks
  • Repeatable sales processes
IN PRACTICE

Assign a new enquiry, send a welcome email and create the next follow-up.

See it in a demo
MORSE CRM / automationSample workspace

New lead → meaningful follow-up

Lead Morse LMS workflow

TRIGGERNew lead created
ACTIONAssign sales rep
ACTIONSend welcome email
ACTIONWait 24 hours
CONDITIONCheck response
ACTIONCreate follow-up
ACTIONNotify manager
ACTIONUpdate lead status
Ready to run · Lead assignment, communication and follow-up in one flow

Analytics / 11

Analytics & reports

See won and lost revenue, lead values, conversion and pipeline distribution in context. Bring sales activity and customer counts together to make pipeline reviews less subjective.

  • Revenue and lead performance
  • Stage and source breakdowns
  • Sales activity and quotations
IN PRACTICE

Identify where opportunities slow down and which sources bring valuable leads.

See it in a demo
MORSE CRM / analyticsSample workspace

Revenue analytics

Sales performance

This quarter
Won revenue$284,730+18.6%
Open pipeline$847,30032 active deals
Win rate34%+4.2 pts
Total leads428+28 this month

Revenue overview

Won revenue
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec

Open leads by stage

New28
Qualified42
Proposal35
Negotiation19

124 opportunities · $847,300

Revenue by source

This quarter
W
Website enquiry38 leads
$124,00043%
R
Referral24 leads
$96,00034%
C
Campaign31 leads
$64,73023%
Lost revenue: $42,800Avg. lead value: $6,833Leads/day: 14Quotes: 86Persons: 612Organizations: 148

Administration / 12

Roles, groups & access

Organize users into groups and define roles around their responsibilities. Configure access management so the right people can work with the right records and settings.

  • Users, groups and roles
  • Role-based access management
  • Structured team administration
IN PRACTICE

Separate sales representative access from administrative responsibilities.

See it in a demo
MORSE CRM / administrationSample workspace

Administration / Roles

Roles

Sales representative · Manage permissions for this role.

Changes apply to this sample preview only.

Administration / 13

Custom attributes & settings

Fit the CRM to your process with custom attributes, sources, types, tags and pipeline configuration. Capture the information your business actually needs without losing a consistent structure.

  • Custom fields and attributes
  • Lead sources, types and tags
  • Business-specific pipelines
IN PRACTICE

Track the industry, region and product interest for each incoming enquiry.

See it in a demo
MORSE CRM / administrationSample workspace

Administration / Roles

Roles

Sales representative · Manage permissions for this role.

Changes apply to this sample preview only.

Administration / 14

Web forms & data transfer

Connect customer enquiries to your CRM through web forms, and bring existing records into a connected workspace. Plan the field mapping and ownership before importing your data.

  • Web enquiry capture
  • Structured data transfer
  • Existing customer records
IN PRACTICE

Move an existing contact spreadsheet into a shared customer workspace.

See it in a demo
MORSE CRM / administrationSample workspace

Administration / Roles

Roles

Sales representative · Manage permissions for this role.

Changes apply to this sample preview only.

Administration / 15

Webhooks & Google Contacts

Extend the CRM to the tools around it. Use webhooks for external events and Google Contacts integration to keep relationships connected across your working environment.

  • External service connections
  • Event-driven webhooks
  • Google Contacts integration
IN PRACTICE

Connect CRM events to an external business process.

See it in a demo
MORSE CRM / administrationSample workspace

Administration / Roles

Roles

Sales representative · Manage permissions for this role.

Changes apply to this sample preview only.

Bring it all together

Ready to bring
the whole operation
into sync?

Build a sales process your team can actually scale. Bring leads, relationships, communication and automation together in one intelligent CRM.

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