CRM
From first contact to a live client.
For firms running payroll for clients of their own: every deal by stage, and a won deal turned into a live engagement in one step.
Pipeline
This quarter
Open pipeline
USD 1.24m
Weighted USD 512k
Deals by stage
- Qualifying6
- Proposal3
- Negotiation2
My day
- Send proposalHarbour Logistics
- Call backOasis Clinics
Win rate
34%
Deals won this quarter
What it replaces.
- A pipeline kept in a spreadsheet that nobody updates.
- A new client set up again from scratch once the contract is signed.
- Follow-ups that depend on someone remembering.
Pipeline
Every open opportunity, by stage
Open pipeline
USD 1.24m
Weighted
USD 512k
Win rate
34%
Qualifying2
Dune Engineering
60 people
Corniche Health
45 people
Proposal1
Oasis Clinics
112 people
Negotiation1
Harbour Logistics
64 people
Won1
Sandstone Retail
38 people
Every open deal, by stage.
Drag a deal to its next stage and watch the pipeline's value as you go.
The pipeline's value
Open, weighted by each deal's probability, and the win rate.
By stage
From qualifying to proposal, negotiation and won.
Each deal
Its value, probability, expected close, headcount and owner.
Sandstone Retail
Deal, won
Deal
- Headcount38
- OwnerKhalid Mansour
- Expected closeSeptember 2026
Ready to go live
Converting creates the engagement, so this client appears in onboarding, billing and compliance.
A won deal, live in one step.
Converting a won deal creates the engagement, so the client appears in onboarding, billing and compliance.
The deal
Its headcount, owner and when it was expected to close.
Ready to go live
Once won, it is ready to convert.
Convert
One step creates the engagement.
Live
The client appears in onboarding, billing and compliance.
A won deal becomes a client, set up once.
Questions about the CRM
What is Global Kinect's CRM for?
Global Kinect's CRM is for firms that run payroll for clients of their own. It holds the sales pipeline by stage, with each deal's value, probability, expected close and headcount. When a deal is won, converting it creates the engagement, so the new client appears in onboarding, billing and compliance without being set up again.