CRM

Deals stop getting lost between emails and sticky notes

KoreLab's CRM keeps every sales opportunity on a staged board: from where it's born to when you win or lose it. You always know what your pipeline is worth, which deals have stalled, and who to call today — without running a second tool disconnected from the rest of your business.

In short: it's not a general-purpose CRM with hundreds of features you'll never use. It's built for businesses that sell food they make themselves — a few dozen or a few hundred real customers, not thousands of marketing contacts — and it's connected to the same customer registry you already use for invoicing.

The CRM is included in the Business plan. Free, Starter, Qualità and Pro do not include it.

The problem with keeping deals in your head

Anyone who sells knows it well: opportunities aren't usually lost to a "no" — they're lost to silence, when nobody notices a month has gone by since the last contact.

Deals scattered across emails and notes

One promising opportunity lives in an email, another on a sticky note, another only in your head. When it's time to call someone back, "where did I write that down?" costs more time than the call itself.

Nobody notices who's gone quiet

A deal with no next step doesn't look like a problem until it is: it fades out quietly, without anyone actually deciding to let it go.

You don't know what your pipeline is really worth

Adding up every quote you've sent doesn't tell you what you'll actually collect: it has to be weighted by each deal's real probability, not counted as if it were already won.

The customer and the deal live apart

Your customer registry is for invoicing, your deal notebook is for selling: if they're two separate tools, every new customer gets written down twice — and the second time, often not at all.

What you can do

Built to be opened every day, not a feature you set up once and forget.

A staged board, yours

The columns are your own stages — rename them, reorder them, deactivate them without losing the history of who already went through them. Every card shows estimated value, probability, priority and labels at a glance, and the transition rules (you can't move a closed deal without reopening it first) are automatic.

The numbers that matter, right away

How many opportunities are open, what they're worth, the pipeline weighted by probability, and the win rate on closed deals — never a made-up "0%" when you haven't closed anything yet. Plus the stage funnel: how many opportunities reach each stage and the pass-through rate from one to the next.

Next steps, not vague reminders

Phone call (with a coded outcome: reached, no answer, call back, not interested), email, meeting, document or a generic to-do. Every stalled opportunity — no next step planned, or a step whose date has passed — tells you so, including on the Dashboard.

An explainable score, not a black box

Every opportunity gets a score from 0 to 100 that sums five declared signals — complete contact details, a next step already planned, an estimated value, a known source, how far it has moved through the stages — always breakable down factor by factor. It's not a prediction: it's a way to decide what to look at first.

Priority and labels, yours

Three priority levels and a label registry you create, rename and delete yourself — by trade fair, by product, by area, however you like. They never change the score: they're just your own way of grouping opportunities.

Time in stage and stalled opportunities

A warning when an opportunity has been in the same column for more than two weeks, distinct from when it has no planned next step: two different signals, which you can see together or separately.

List View, saved views and bulk actions +
Next to the board there's a table view with every opportunity — open, won and lost — not only the ones still on the board: search, filter by stage/status/priority, and export to CSV. If you use a combination of filters and view often, save it with a name and bring it back with one click — your views are personal and synced to your profile. Selecting several opportunities at once lets you change their stage, mark them won or lost, reopen them, export or delete them all in a single move.
Every customer's journal +
Every opportunity keeps a history: your own free-form notes (with attachments) and automatic events that KoreLab records on its own every time you change the stage or the outcome — "stage changed from Qualified to Proposal," "moved from Open to Won." Automatic events can't be edited or deleted: they're the objective record of what happened, not a rewritable opinion.
Opportunity to customer, and import from another system +
Converting an opportunity into a real customer in the registry is always your own, deliberate action — never an automatic effect, not even when you mark it won: a second click never creates a second customer with the same name. And if you're coming from another system, you bring in your deal history from an exported file: KoreLab recognizes priority and labels (matching them to your own registry, never inventing new ones) and notes (they become the first entry in the journal), with a preview before anything is written.
Coming soon: automatic transcription of business conversations. A proprietary engine will be able to transcribe and summarize conversations linked to an opportunity. The summary will never become a note by itself: it will always start as a draft, left for a human to read, correct if needed, and approve or discard before it becomes part of a customer's record.

What the CRM does, and doesn't

Honesty first: so you know exactly what to count on today, and what's coming next.

AspectWith KoreLabWhat it isn't
Priority and labelsYour own way of grouping opportunities, free-formNot an automatic judgment on the customer's worth
ScoreSum of five declared signals, explainable factor by factorNot a predictive algorithm or an AI model
Customer conversionYour own deliberate action, repeatable without ever duplicatingNever happens on its own, not even on a won opportunity
Import from another systemDeal history, priority, labels and notesNot attachments: a CSV/XLSX export doesn't carry binary files
Automatic transcriptionComing soonNot available yet: no public claim until it's ready
The CRM doesn't replace the customer registry you already use for invoicing: an opportunity becomes a customer only when you convert it yourself, with a deliberate action.

Frequently asked questions

Does the CRM replace the customer registry? +
No. The customer registry stays the one you use for invoicing. The CRM keeps your deals — the sales opportunities — and links them to customers only when you decide to convert them, with a deliberate action that never repeats by mistake.
How does the opportunity score work? +
It sums five signals worth twenty points each: complete contact details (email, phone, contact person), a next step already planned, an estimated value filled in, a known source, and how far it has moved through the stages. Hovering over the number shows how much each factor is worth: it's never a number to trust blindly, and it's always explainable factor by factor.
Can I import deals from another system? +
Yes, from an exported file (CSV or similar): KoreLab shows a preview — how many rows are readable, which priority and labels match your own registry — before anything is written. Every imported opportunity comes in open: you mark the outcome afterwards, from its card.
Is conversation transcription available yet? +
It's coming soon. Once ready, the generated summary will never become a note by itself: it will start as a draft to read, correct if needed, and approve or discard — always a human choice, never an automatic step.
Is the CRM included in my plan? +
The CRM is a feature of the Business plan (€49.90/month · €499/year, -25% Early Adopter). Free, Starter, Qualità and Pro do not include it. See all plans →

Keep every deal where it can't get lost

Start for free on the Free plan, then move to Business when you need to seriously track customers and sales opportunities.