Feature List (Prime Sales)

Lead record

Contact + address (shared contact model), source, owner, notes

Status

cold · warm · hot · qualified · disqualified

Legal basis

consent / legitimate interest / contract / legal obligation / unknown

Promote to opportunity

Guided conversion onto a pipeline

Opportunity record

Pipeline, stage, deal size, probability, expected close date, owner

Line items

Products / tariffs on the opportunity (mirrors billing items)

Pre-order / switcher flags

For rollout and provider-switch deals

Convert to contract

Creates a service contract and copies the items

Pipelines

Multiple pipelines (e.g. FTTH vs cable), one default

Stages

Order, default probability, colour, won / lost / terminal flags

Stage transitions

Configurable allowed transitions per pipeline

Sales Funnel (Kanban)

Drag-and-drop between stages; per-stage count and value

Forecast

Total value, average probability, weighted value

Filter panel

Owner, search, city / zip / street, deal size, probability, close-date range

CSV import

Import opportunities (with items / tickets)

API

REST resources for leads, opportunities, items, pipelines, stages, transitions

Prime CRM

Customer of record once a deal is won

Prime Product

Products / tariffs on opportunity items

Prime Property

Buildings / apartments tied to a deal

Prime Order Portal

Web orders feeding the same funnel

Prime Workflow

Conversion guards and automation