Infinilead
Features

Everything a business needs

One page, all features — no module maze, no 500 integrations. The tools businesses use to win and keep customers — from the first customer to a sales team.

Customers & companies

Every customer, complete in one place

Who was that again, what did we discuss, what's still open? Infinilead answers that at a glance — instead of in three inboxes and a filing cabinet.

  • 01

    Contacts & companies

    People and businesses neatly linked — from the contact person to the billing address.

  • 02

    Timeline

    Notes, tasks and emails in chronological order on the customer. The whole story, not just the latest status.

  • 03

    Notes & tasks

    Jot it down after the call, schedule the next step — done.

Selling with a system

Following up becomes routine, not luck

The pipeline shows where every quote stands. Today shows what's due today. And ⌘K finds everything before the phone rings twice.

  • 01

    Pipeline as Kanban

    Every quote as a card with a next step — from enquiry to order.

  • 02

    Today view

    Due and overdue at a glance. The working day starts with a list, not with searching.

  • 03

    ⌘K search

    Customer, company, quote — type, find, keep working. In seconds.

In and out

Your data comes in easily — and back out at any time

Moving from the Excel list takes minutes, not weeks. And what belongs to you stays yours: export at any time.

  • 01

    Excel/CSV import & export

    Upload your existing customer list, map the columns, get going — from Excel to here in 10 minutes. And just as easily back out.

  • 02

    Emails on the customer via BCC

    Put the Infinilead BCC address on the email — and the correspondence is already in the customer timeline.

  • 03

    Works with your mailbox

    IONOS, GMX, web.de or Telekom too — Infinilead doesn't require a Google or Microsoft account. The mailbox the business already has is enough.

  • 04

    Attachments stay in your mailbox

    Email attachments aren't copied into the CRM but passed through: they stay in your own mailbox and are loaded from there when needed — attachments stay where they belong.

  • 05

    You decide what colleagues see

    Emails on the customer — and what colleagues see of them is decided by the sender, per customer: invisible, anonymous, transparent or verbatim. No forced team inbox.

  • 06

    Website enquiries straight into the CRM

    A lead form for your own website — enquiries land in Infinilead as a new contact with a task.

  • 07

    Tasks in your own calendar

    Subscribe to due tasks via iCal feed in Apple, Google or Outlook calendar.

Keeping track

Numbers a business owner really needs

No dashboard graveyard — the answers a business owner needs: what's in the pipeline? What did we win and lose? Why? Which customer takes the most time — and did the job pay off?

  • 01

    Pipeline value

    How much order volume is currently in progress — per stage and in total.

  • 02

    Won / lost

    What came in during the month and what didn't — without fiddling in Excel.

  • 03

    Loss reasons

    Why quotes didn't work out — so patterns show before they get expensive.

  • 04

    Time per customer

    See how much time goes into which customer — based on your recorded activities, notes and appointments. A figure even corporations often lack.

  • 05

    Post-job costing

    Job won or lost: time invested times hourly rate against the order value — based on recorded activities. Whether it paid off is shown on the job. Currently being built as a Pro feature.

  • 06

    Service budget with traffic light

    A time budget per customer, the traffic light shows usage — based on recorded activities, the gut feeling “customer X is a pain” becomes a number. Currently being built as a Pro feature.

Business & data

Built for the whole business

One plan, everything included — everyone can work along, and customer data is kept as separate and accessible as befits a trade secret.

  • 01

    Invite your team — one plan, everything included

    Invite colleagues by email. Every person gets the full feature set — no tiers, no add-ons. The business shares a 50 GB attachment archive.

  • 02

    A separate database per business

    Your data lives in its own database, hosted in the EU — not in one shared giant table.

  • 03

    Runs in the browser on any device

    Office PC, tablet, phone on the building site — nothing to install, always up to date.

  • 04

    Milestones in the Free plan

    Keep your CRM tidy and unlock extras: first contacts, an emptied Today list, the first deal won — step by step up to a real Pro feature.

Coming soon · free beta

Be there from day one

Infinilead is launching soon as a closed beta. Reserve your seat now and be among the first to get in. There is no sales call, no demo appointment and no fine print.

Reserve a beta seatLimited seats