Sales CRM · Commercial & client

Sell testing services like a modern sales team.

Capture leads at a trade show with a business-card scan, qualify and convert them, work a Kanban pipeline, build quotes that convert to orders and contracts, print physician requisitions, and report on it all—while sharing the same Customers registry, vendors, and products as the lab.

Why teams choose it

What changes with Sales CRM

01

Faster capture

Business card scan and Google Places address fill turn a conversation into a lead in seconds.

02

One pipeline view

Opportunities by stage in Kanban or list, with won/lost tracking.

03

Quote to contract

Quotes convert to sales orders and contracts without rekeying.

04

No duplicate masters

Accounts link to the lab's Customers registry instead of copying it.

Built for

  • Lab sales reps
  • Sales managers
  • Commercial leadership
  • Client onboarding teams

Roles & permissions

Sales AdminSales ManagerSales Rep

Enforced on every screen and every API route, alongside your organization's subscriptions.

Works with

Google PlacesBusiness card OCRCustomers registryShared product catalog

Put Sales CRM to work in your lab.

Start a free organization in minutes, or book a walkthrough with our team. Turn on only the modules you need—add more any time.

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