Contacts, Leads & Pipeline

• CRM overview: total contacts, leads, and customers, conversion rate, and comparison to the previous month.
• All contacts with search, filter, and export. When creating a company, the industry is required; it controls the additional questions for the potential analysis.
• Contacts by category (e.g., leads or customers) with “Add lead” or “Add customer”; custom fields per category via “Edit category fields”.
• Sales opportunities by pipeline. If no pipeline exists yet, “Create default pipeline” sets up the stages, or choose “Set up manually”. “At-risk deals” shows deals that have been inactive for a configurable number of days.
• Sales forecast: open deals with expected closing date in the selected period, weighted by the stage probability; overdue deals are listed separately and do not count. Below, “Goals per employee”: monthly target vs. won deals.
• Leads scored based on fixed attributes and behavior. “Score new” evaluates unrated contacts, “Recalculate all” evaluates all.
• Forms for your website: “New form with AI” generates a form; each inquiry is saved as a lead in the CRM. For custom forms, an API endpoint with a token is available to copy.
• Search for new customers nearby; matches already in the CRM are marked with “Already in CRM”.

Using business card recognition (DivineCardOCR) you can photograph or upload a business card; name, company, phone, and email will be extracted and added as a contact.

UnderDuplicates DivineCRM displays contacts with the same email, phone number, or name as groups. Select the primary contact and merge: all records (appointments, invoices, quotes, deals, tasks, notes, emails) are moved to the primary contact, and the duplicate is then permanently deleted. Invoices and quotes remain unchanged in content, and the master data of the primary contact remains authoritative. You can merge individual contacts in the contact file via “+” › “Merge with another contact”, or simply instruct AIRIS (“Merge the duplicate contacts of company X”) and confirm with “Genehmigen”. Owners, admins, and managers are permitted to merge. The system automatically prevents new exact duplicates upon creation.

UnderReports, DivineCRM answers data questions in natural language (e.g., “How much revenue did we make in the last 6 months?”) and offers a report builder with verified reports — revenue, open invoices, top customers, pipeline, goals. Everything runs via verified read templates, never via raw SQL.