Module 09 of 14
CRM
7-stage pipeline with deal types, sources, and closed-deal analytics.
Leads, companies, deals, and contacts in a pipeline you can actually instrument. Closed-deal analytics tell you which sources, types, and reps are working — not just last quarter's revenue.
30-day free trial No credit card Cancel anytime
What it does
Capabilities — code-confirmed, not aspirational.
Account & contact master
Companies with contact persons, hierarchy, and relationship owners.
Lead management
Source, status, and conversion tracking from first touch to deal.
7-stage customizable pipeline
Board and table views — drag deals across stages, set win probability per stage.
Deal types & sources
First-class entities, not free-text fields. Analyze by type and source over time.
Closed-deal analytics
Cycle time, win rate, and revenue by type / source / owner — pre-built dashboards.
Sales reports
Branch-grouped sales summaries with totals and payment method breakdowns.
Activity logging
Interactions, calls, and meetings logged on the deal — surface in the pipeline view.
Proposal generation
Quote and proposal documents tied to the deal record.
Most SMB CRMs are a spreadsheet with a board view bolted on. ANTE’s CRM has deal types and sources as first-class entities — so you can answer ‘which channel produced our best deals last year’ without exporting to Excel.
Start free for 30 days
Try every module. Migrate when you’re ready.
Spin up a working ANTE workspace in 90 seconds. Bring in your team, your data, and your accountant — see if it fits before you commit.
30-day free trial No credit card Cancel anytime