04Sales
From lead to won deal — an automated funnel
Universal lead-intake webhook from any channel, GDPR-compliant storage, quote & pipeline management, rules for everything.
Examples from the system·These screens mirror the live KKVzz UI, populated with realistic mock records from the actual data model.
app.kkvzz.hu/sales-leads
Sales › Leads
Sales — Leads
Leads — universal intake
Lead.channel: WEB_FORM | AD | NEWSLETTER | IMPORT | MANUAL · Lead.status: NEW → CONTACTED → QUALIFIED → CONVERTED | DISQUALIFIED
| fullName | companyName | channel | score | status |
|---|---|---|---|---|
| Kovacs Peter | ABC Kereskedelmi Kft. | AD | 82 | NEW |
| Nagy Zsuzsanna | XYZ Beton Kft. | WEB_FORM | 68 | CONTACTED |
| Pelda Adam | Pelda Mernok Bt. | MANUAL | 91 | QUALIFIED |
| Toth Imre | Software Star Kft. | NEWSLETTER | 54 | CONTACTED |
| Szabo Klara | EuroTech GmbH | IMPORT | 38 | DISQUALIFIED |
Pipeline board — Q4 forecast
PipelineStage.sortOrder + defaultProbability · OpportunityStatus.OPEN
Deal count
31
Pipeline total
29 100 000 Ft
Weighted forecast
14 820 000 Ft
Win rate Q3
38%
Felfedezes
12
defaultProbability: 10%
Minosites
8
defaultProbability: 30%
Ajanlat kuldve
6
defaultProbability: 50%
Targyalas
3
defaultProbability: 75%
Lezarva — Nyert
2
defaultProbability: 100%
Opportunities
OpportunityStatus: OPEN | WON | LOST
| name | expectedAmount | probability | |
|---|---|---|---|
| ABC Kft. — Q4 keret | 4 800 000 Ft | 75% | OPEN |
| XYZ Beton — projekt | 2 100 000 Ft | 50% | OPEN |
| Pelda Mernok — kibovites | 1 850 000 Ft | 90% | OPEN |
| Software Star — onboarding | 920 000 Ft | 100% | WON |
| EuroTech — eves licenc | 3 400 000 Ft | 0% | LOST |
Automation rules
AutomationTrigger: LEAD_CREATED · STAGE_CHANGE · INACTIVITY · OPP_WON · OPP_LOST
New Meta lead → email + todo to manager
47 runstrigger: LEAD_CREATED · 2 actions
Inactive 14 days → reminder
19 runstrigger: INACTIVITY · 1 actions
Won deal → finance notification
8 runstrigger: OPP_WON · 3 actions
Start your own organization
Spin up your own KKVzz organization in minutes — these screens with your real data.