Lead & Sales Pipeline CRM

Turn every lead into a tracked, qualified, closed deal.

API DOTS CRM centralizes leads from your website, ad campaigns, and manual entry into one multi-company pipeline — with role-based access, BANT lead qualification, meeting scheduling, and real sales analytics your whole team can act on.

Invite-only workspaces — every company is provisioned and managed by an admin.

Multi-Tenant Role-Based Access Real Sales Analytics
68%
WIN RATE
$128,400
PIPELINE VALUE
AD
Organization Analytics — Acme Inc
Last 30 days
New Leads
42
+18% vs prior
Deals Won
17
+9% vs prior
Avg Response
2.4h
Team health
Features

Everything your team needs to manage leads and close deals

A single CRM platform covering lead capture, qualification, pipeline tracking, team management, and sales analytics.

Multi-Company Workspaces

Run separate, fully isolated pipelines for every company or brand you manage, with a one-click switcher between them.

Role-Based Access Control

Admin, Team Manager, and Team Member roles each see exactly the leads and controls appropriate to their responsibilities.

Lead & Sales Pipeline Management

Track every lead through Cold, Warm, Hot, Won, and Lost stages, with full status-change history for every deal.

Lead Source Tracking & Attribution

Capture leads from your website, Meta Ads, Google Ads, TikTok Ads, LinkedIn Ads, manual entry, or bulk CSV import — each tagged by source.

BANT Lead Qualification Scoring

A real, computed confidence score based on Budget, Authority, Need, and Timeline — not a black-box guess.

Notes & Full Activity Timeline

Every note, status change, assignment, and meeting is logged to a single audit trail on the lead.

Meeting Scheduling & Calendar

Schedule meetings straight from a lead and see every upcoming meeting on a shared team calendar.

Client & Account Management

Won leads convert into Accounts automatically, complete with a configurable onboarding checklist.

Sales & Revenue Analytics

Conversion funnels, revenue-by-source trends, win rates, and computed insights — organization-wide, in real time.

Team Performance & Leaderboards

See top performers, pipeline value per rep, average deal cycle, and lead response time at a glance.

Campaign Spend & ROI Tracking

Log ad spend per campaign and see cost-per-lead and cost-per-won-deal without leaving the CRM.

Webhook Lead Intake

Per-company, per-source webhook tokens let your website and ad platforms push new leads in automatically.

Who It's For

Built for any team that lives and dies by its pipeline

If your business generates leads and needs to track them from first contact to closed deal, API DOTS CRM fits.

Marketing & Advertising Agencies Freelancers & Digital Service Providers Real Estate & Property Services SaaS & Technology Companies Consulting & Professional Services Financial Services & Insurance Healthcare & Wellness Practices E-commerce & Retail Brands Education & Training Providers Home Services & Local Trades
How It Works

From first contact to closed deal

Capture leads automatically

Website forms, ad campaigns, and manual entry all feed into one pipeline, tagged by source.

Qualify & assign

Score leads with BANT qualification and assign them to the right rep or manager.

Track through the pipeline

Move leads through Cold, Warm, Hot, Won, or Lost, with notes and meetings logged along the way.

Analyze & improve

Use org-wide sales analytics and team performance data to see what's working and fix what isn't.

See API DOTS CRM in action

Request a demo and we'll walk you through how it fits your sales process.

Request a Demo