Calls, deals and follow-ups on one timeline.
Deals stall when the last conversation sits in someone’s phone. In 9bx, leads and deals live next to every call — call straight from the record, the recording stays on the deal and the follow-up creates itself.
- Leads assigned the moment they arrive
- Recordings on every deal
- A forecast you can trust
- lead stages, from New to Won — then convert to a client
- 6
- assignment modes: round robin or fewest open leads
- 2
- month forecasts of raw versus weighted value
- 3 · 6 · 12
- to call any number in the app
- 1 click
A pipeline that keeps up with your phone.
The CRM, the PBX and your web forms share one record, so nothing has to be logged twice.
Lead capture
Web forms, phone calls and the API create leads straight into the board.
Automatic assignment
Round robin or fewest open leads, and the rep is notified at once.
Click-to-call
Call any lead, client or number in the app, with the call recorded on the record.
Follow-ups from calls
Tick “Follow-up needed” on the wrap-up card and the task and call-back are created.
Deal pipelines
Pipelines per team or product, stage probabilities, weighted value and lost reasons.
Forecast & win/loss
Win rate, average deal size, sales cycle and a 3, 6 or 12-month forecast.
Every new lead reaches a rep in seconds.
Leads from web forms, calls and the API are shared out automatically — in turn, or to whoever has the fewest open leads — and the rep gets a notification. No more leads sitting in a shared inbox until someone notices.
- Round robin or fewest open
- Works for forms, calls & API
- Notification to the rep
- Convert to client & deal
The next step is written down before you hang up.
After every external call the wrap-up card asks for a topic and a note — and whether a follow-up is needed. Say yes and the task appears with a reminder, linked to the lead. Deals show calls, notes and stage changes on one timeline.
- Wrap-up after every call
- Tasks with reminders
- Repeating check-ins
- Activity timeline per deal
Know what will close — not just what’s open.
Each stage carries a win probability, so the pipeline shows weighted value next to the raw total. The deal report adds win rate, average size, sales cycle and why deals were lost, with a forecast for the next 3, 6 or 12 months.
- Weighted pipeline value
- Win rate & sales cycle
- Lost reasons
- Scheduled email reports
For teams that sell by phone.
- Inside sales
More calls, less admin
Click to call, auto-recorded calls and follow-ups created from the wrap-up card.
- Branch sales
Each branch its own pipeline
Branch-scoped records and pipelines, with head office seeing the total.
- Service providers
From enquiry to subscriber
Web-form leads, quotation stage and conversion to a client with a service.
From web forms on your site or a hosted form link, from calls, from the developer API or added by hand. Each one can be assigned automatically.
Close more of the deals you already have.
Start a trial, import your leads and make your first recorded call from the CRM.