Ayora Net CRM

CRM Software Built for Small Business

Manage accounts, contacts, leads, and your sales pipeline. Create quotes, convert them to orders, track tasks and notes on every record - all in one connected platform.

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What is Ayora Net CRM?

Ayora Net CRM is a customer relationship management module built for small businesses that need to organize their accounts, track leads through a sales pipeline, create quotes and estimates, and convert them into sales orders - all without a complicated enterprise system. It covers the full sales lifecycle from the first contact with a prospect to a closed deal and fulfilled order. Because it lives inside the Ayora Net platform, your team, company data, and all other modules share the same login.

Accounts & Contacts

Maintain a structured database of business accounts and the individual contacts within them. Store addresses, contact preferences, titles, departments, and linked activity history for every record.

Lead Tracking & Conversion

Capture leads from any source, qualify them, track estimated value, and convert them directly into accounts, contacts, and opportunities without re-entering data. Every conversion is logged and traceable.

Sales Pipeline

Move opportunities through a five-stage pipeline from Discovery to Won. Assign probability percentages, expected close dates, and deal values to every open opportunity so your pipeline picture is always current.

Quotes, Estimates & Orders

Create itemized quotes or estimates with line items and automatic totals. Track approval, convert to sales orders in one action, and manage fulfillment through the full order status workflow.

What CRM problems does it solve?

Most small businesses track contacts in a phone book, leads in a spreadsheet, and quotes in email threads. There is no single view of a customer's history, no structured pipeline to see where deals stand, and no connection between a quote sent and the order that follows. Ayora Net CRM replaces that scattered setup with one system.

No more leads tracked in spreadsheets with no follow-up structure
No more contacts scattered across email and phone with no history
No more handwritten or emailed quotes with no approval tracking
No more guessing where a deal is in the sales process
No more disconnection between a quote sent and the order placed

What your business gets instead

A connected sales system where every account, contact, lead, opportunity, quote, and order lives in one place and links to everything else. Your team sees the full history of every relationship - notes, tasks, activity log, and all linked documents - without digging through inboxes or asking who sent what to whom.

Every account with its full contact list, notes, tasks, and history
Leads qualified and converted to opportunities without re-entering data
Pipeline stages updated as deals progress from discovery to close
Quotes with line items, auto-totals, and one-click conversion to orders
Activity log on every record showing who did what and when

Core CRM features

Ayora Net CRM covers every stage of the customer relationship - from the first account record to the final sales order - with search, filtering, linked records, and a full activity trail on every entity.

Accounts

Business account records

Accounts are the businesses and organizations your company works with. Each account holds contact information, full address, notes, and links to every contact, lead, opportunity, quote, and order associated with that organization. Status tracks where an account stands in the relationship.

Company name, display name, phone, email, and website
Full mailing address (two lines, city, state, postal code, country)
Status: Prospect, Active, or Inactive
Notes summary for quick context on any account
Linked contacts, opportunities, quotes, and orders on the detail page
Full activity history showing every change and interaction
Search accounts by company name
Add notes and tasks directly from the account detail page

Contacts

Individual people records

Contacts are the people at the businesses you work with. Each contact can be linked to an account or exist independently. Track their role, department, and how they prefer to be reached. Contact detail pages show linked notes, tasks, leads, and opportunities so every conversation has context.

First name, last name, email, and phone number
Job title and department for organizational context
Optional account association (link to an existing account or leave standalone)
Preferred contact method: Email, Phone, or Text
Active/inactive status to archive without deleting
Linked notes, tasks, leads, and opportunities on the detail page
Search contacts by last name, first name, or company
Activity history showing every update and interaction

Leads

Lead capture, qualification, and conversion

Leads are prospects who have not yet become active accounts. Capture them with source tracking, assign an estimated value, and move them through a qualification workflow. When a lead is ready, convert it directly into an account, contact, and opportunity in one step without re-entering any data.

Lead name, company, email, and phone
Source: Website, Referral, Social, Cold Call, Event, or Other
Status: New, Qualified, Disqualified, or Converted
Estimated value field for lead scoring and prioritization
Assign leads to specific team members for ownership
Notes summary for background context on any lead
One-step conversion: creates linked account, contact, and opportunity
Converted leads are preserved in history - never deleted

Sales Pipeline

Five-stage opportunity pipeline

Opportunities are the active deals your team is working. Each opportunity moves through a five-stage pipeline so you always know where every deal stands. Probability weighting and estimated values give you a realistic view of your pipeline without spreadsheet math. Won and lost outcomes close the opportunity and record the final result.

Pipeline stages: Discovery → Qualified → Proposal → Won / Lost
Status: Open, Closed Won, or Closed Lost
Estimated deal value (BigDecimal) for weighted pipeline view
Probability percentage (0–100%) per opportunity
Expected close date for forecasting
Link opportunities to an account, contact, and originating lead
Assign each opportunity to a team member
Stage updates, notes, tasks, and full activity log on every deal

Quotes & Estimates

Itemized quotes and estimates with auto-numbering

Create professional quotes or estimates with full line-item detail. Document type determines the numbering prefix - QUO-##### for quotes and EST-##### for estimates. Line totals and document totals calculate automatically. Track status from draft through approval and convert directly to a sales order in one action.

Document type: Quote (QUO-00001) or Estimate (EST-00001)
Unlimited line items with item name, description, quantity, and unit price
Line total calculated automatically (quantity × unit price)
Subtotal, discount amount, tax amount, and grand total
Issue date and expiration date for validity tracking
Status: Draft → Sent → Approved / Rejected / Expired → Converted
Approval tracking with approval timestamp
Link to account, contact, and originating opportunity
One-click conversion to a sales order with all line items carried over

Sales Orders

Order management with fulfillment tracking

Sales orders track committed work from the moment a quote is accepted through to completion. Create orders manually or convert them from an approved quote - all line items carry over automatically. Move each order through its fulfillment status so your team always knows what is being worked on and what has been delivered.

Auto-numbered orders in ORD-00001 format
Same line-item structure as quotes: name, description, quantity, unit price, totals
Subtotal, discount amount, tax amount, and grand total
Order date assignment for fulfillment scheduling
Status: Open → Processing → Completed / Cancelled
Source quote link shown for full traceability (Quote → Order chain)
Link orders to account, contact, and originating opportunity
Assign to a team member for fulfillment ownership

Tasks, notes, and activity on every record

Every entity in Ayora Net CRM - accounts, contacts, leads, opportunities, quotes, and orders - supports tasks, notes, and a full activity log. Nothing falls through the cracks because follow-up items and context live right on the record they belong to.

Tasks

Create tasks on any CRM record - a follow-up call on a lead, a proposal deadline on an opportunity, a delivery check on an order. Each task has a title, description, due date, priority (High, Medium, Low), and can be assigned to a specific team member. Status updates close completed tasks cleanly without deleting context.

Notes

Add timestamped notes to any account, contact, lead, opportunity, quote, or sales order. Notes are attributed to the team member who wrote them and displayed in chronological order on the record detail page - giving the whole team full context on every relationship without digging through email or chat history.

Activity Log

Every create, edit, and status change across all CRM entities is automatically logged to the activity trail. The activity log on each detail page shows a chronological history of who did what and when - so your team always has an accurate record of every interaction without manual logging.

Lead Conversion Workflow

When a lead is ready to move forward, convert it in one step. The conversion flow optionally creates a new account, a new contact, and a new opportunity - all pre-linked to each other and to the originating lead. The lead record is preserved and marked Converted so the full history is never lost.

Benefits for sales teams

Every account, contact, and deal in one searchable system
Leads qualified and converted without re-entering data
Pipeline stages visible across the whole team
Quotes with auto-calculated totals convert to orders in one click
Tasks and due dates attached directly to each deal or account
Activity log shows every change so handoffs between team members are seamless
Assign leads, opportunities, and orders to specific team members

Benefits for business owners

Clear view of what stage every open deal is in
Estimated values and probability percentages for forecasting
Full history on every account from prospect to active customer
Quote-to-order traceability - see exactly how every order originated
Source tracking on leads to see which channels generate business
Notes on every record so institutional knowledge stays in the system, not in inboxes
One platform for the full sales cycle - no separate quoting or CRM tool

Who Ayora Net CRM is built for

Ayora Net CRM is built for small businesses that manage ongoing customer relationships, work deals through a sales cycle, and need a structured way to track leads, quotes, and orders without a complex enterprise system.

Service Businesses

Consultants & Agencies

Gyms & Studios

Contractors & Trades

Professional Offices

Nonprofits

Event Organizers

Small B2B Companies

For businesses with an active sales cycle

If your team handles inbound inquiries, qualifies prospects, sends quotes, and closes deals over days or weeks, Ayora Net CRM gives you a structured pipeline to track every deal from first contact to closed order. Leads are captured with source attribution, moved through qualification stages, and converted to opportunities without re-entering any data.

For businesses that send quotes and track orders

If you create custom quotes for each customer and need a reliable way to track approval, convert to a work order, and manage fulfillment, Ayora Net CRM handles the full document chain. Quotes with line items convert to sales orders in one action - with the account, contact, and originating opportunity all pre-linked for complete traceability.

How Ayora Net CRM works

From your first account record to a closed sales order, Ayora Net CRM is designed to follow the natural flow of a sale - not force you into an enterprise workflow.

Capture leads and build your account list

Add your prospects as leads with source tracking and estimated value. Create accounts for the businesses you already work with. Link contacts to each account so every relationship is organized from the start.

Qualify leads and open opportunities

Work leads through the qualification workflow - New, Qualified, or Disqualified. Convert qualified leads directly into an opportunity, skipping manual data re-entry. Set the pipeline stage, deal value, and expected close date to open the deal.

Create a quote and get approval

Build an itemized quote or estimate linked to the opportunity. Add line items with quantities and prices - totals calculate automatically. Track approval status and update it when the customer accepts.

Convert to an order and close the deal

Convert the approved quote to a sales order in one click. Manage the order through Open, Processing, and Completed. Close the opportunity as Won. The full chain from lead to order stays linked and auditable.

CRM connects with every other module

Ayora Net CRM is one module in the larger Ayora Net Operations Suite. Your company account, team login, and role assignments are shared across CRM, Workforce, Membership, Invoicing, and Events. One account gives every staff member access to the modules they are assigned to - no separate CRM login or data migration required.

Same company record shared across all modules
Same team login - no separate CRM app account
One login for your whole team across every module
Start with CRM and add other modules as you grow

Explore the full Ayora Net platform

CRM is available alongside Workforce, Membership, Invoicing, and Events. No migration, no new login, no separate setup required when you expand to additional modules.

Workforce - scheduling, time tracking, PTO, approvals
Membership - member lifecycle, plans, check-in, signup
Invoicing - billing, payments, PDF, email delivery
Events - event scheduling, ticketing, check-in, notifications
CRM - accounts, leads, pipeline, quotes, orders

Start managing your customer relationships today

Ayora Net CRM is available as part of the platform. Register free, add your accounts and leads, and start moving deals through your pipeline in minutes. No credit card required.