01
Pipeline lives in one person's head
When the forecast is a spreadsheet, it's only as current as the last rep who remembered to update it — and it walks out the door when they do.
Sales & CRM
Your pipeline and your delivery team, finally in one place.
Track every opportunity from Lead to Won, forecast weighted revenue, and — because it's the same database as your projects and support — watch a closed deal become real work without a single handoff email.
Built for SMB sales teams who find Salesforce too heavy and spreadsheets too blind.
Read-only demo · no signup · sample data only
One platformShared operational data
Role-awareAccess follows responsibility
ConnectedContext follows the record
The problem
Salesforce is a second job. Spreadsheets are a guess.
Most small teams pick between a CRM that needs an admin to run it and a spreadsheet that forgets everything the moment a rep leaves.
- 02
The CRM doesn't know what you sell
Your opportunities reference products, accounts, and delivery dates that live in three other systems. Nothing reconciles; everything is re-keyed.
- 03
Closed-won is where the tool goes dark
The moment a deal closes, the CRM's job ends — and someone starts a fresh handoff email to the team that actually has to build it.
How Azora solves it
A pipeline that closes into real work.
Opportunities, accounts, contacts, and activity — one board, weighted forecasting, and a direct line into the projects, units, and tickets the deal will touch.
Opportunity kanban
Drag deals through Lead → Qualified → Proposal → Negotiation → Won / Lost. Each stage carries a default win probability (10 / 25 / 50 / 75 / 100 / 0%).
Weighted forecast
Every open deal contributes value × probability to a live forecast. No month-end roll-up — the number is always current.
Customer accounts
Company records with the full relationship in one place — every opportunity, contact, and activity attached to the account, not scattered across reps.
Contacts
People tied to accounts and deals. Who's the champion, who's the blocker, who signed last time — on the record, not in someone's inbox.
Activity log
Calls, emails, and next steps logged per opportunity. The deal history survives the rep.
One database with delivery
Because Sales shares the platform with Projects, ERP, and Support, a Won deal is one step from the project that fulfils it — no export, no handoff email.
Practitioner perspective
We were rebuilding the forecast by hand every Friday. Now it's just there — and when a deal closes, the delivery team is already looking at it.
Lead→WonOne board, six stages, live probability
value×pWeighted forecast, always current
0Handoff emails from Won to delivery
Connected by design
Sales & CRM does not become another silo.
Azora keeps project, quality, operations, people, clinical, and customer context on one operational data layer. Teams can follow the record instead of rebuilding its history in the next tool.
Capture the source
Keep the originating task, study, customer, unit, or people record attached to the work it creates.
Govern the handoff
Route ownership and approvals through role-aware workflows, with controlled history where the record requires it.
Read the same signal
Let downstream teams and leadership work from linked operational data instead of reconciling exports.
See the connected workflow
See your pipeline close into real work.
Explore the live demo, or request a seeded tenant — provisioned within 24 hours with example accounts, contacts, and a pipeline you can drag.
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