Pipeline you can read at a glance
Move deals through prospect, qualified, proposal, negotiation and won — with value totals per stage.
Internal workspace
Every client, every deal, every dollar — in one place
Scott Group Solutions runs on this CRM: contacts and companies, a pipeline you can actually read, invoices sent from your own domain, and payments tracked against every deal.
- Team roles & invites
- Branded invoice email
- CSV import
Built around how the work actually moves
From first conversation to money in the account, without a spreadsheet in the middle.
Invoices sent from your own domain
Build an invoice from a deal, email it from notify.scottgroupsolutions.com and see delivery confirmation.
Payments and cash flow
Record payments against invoices and watch collected, outstanding and overdue totals update live.
Contacts and companies
Every person tied to their company, their deals, their invoices and the next follow-up.
One calendar for the month
Expected close dates, invoice due dates and task deadlines on a single month grid.
Bring your existing data
CSV import for contacts, companies and deals, with column matching and a preview before anything saves.
Ready to pick up where you left off?
Sign in with your work email. Admins can invite the rest of the team from the Team screen.