Forecast that moves with the board
Weighted revenue updates as the team drags deals through stages, so pipeline review starts from live numbers.
YionCRM
CRM for teams who want a live pipeline, not another stale database.
Contacts, companies, inbox, automations, and weighted forecast in one operating surface. Approval-first AI drafts the next step, and won deals can hand off into invoicing and delivery without the usual re-entry.
Approval-first AIDrag-to-update forecastEmail + calendar on-recordDuplicate-aware imports
Weighted forecast
Moves with every stage change
Mailbox sync
Gmail + Microsoft 365 supported
Company context
Companies House built in
Pipeline command
Live deals and next-step queue
Open value
£243k
Weighted
£118k
Lead
2Northgate Academy
Follow-up due£12k
Atlas Care
Follow-up due£4.2k
Qualified
2Acme Health Group
Follow-up due£28k
Sable Kitchens
Follow-up due£7.6k
Proposal
2Tern Advisory
Follow-up due£19k
Vantage Studio
Follow-up due£8.4k
Won
1Brightwave Labs
Follow-up due£31k
AI next step ready
Approval-first follow-up
“Following up on the proposal we sent Tuesday. Happy to walk through pricing options and timing this afternoon.”
One contact history, not five fragments
Emails, meetings, deals, invoices, and activity stay attached to the same person or company record.
AI that drafts, never freelances
Follow-up suggestions and next-step emails are approval-first, with a human confirm step before anything is sent.
Automations that reach beyond CRM
Deal, invoice, payment, and project-task triggers help sales, finance, and delivery stay in step.
Lead to cash
From first enquiry to revenue, one operating thread.
This is the part most CRM pages skip. YionCRM is strongest when the deal does not die at closed-won. The same business can carry the customer into invoicing, delivery, and the next automation step without starting over.
Capture and qualify
Bring enquiries in from CSV imports, existing conversations, and live form traffic without rebuilding the whole book by hand.
Contacts + companiesCompanies House lookupDuplicate-aware review
Move deals with discipline
Keep every opportunity visible with a live board, next-step nudges, connected inbox history, and a weighted forecast the team can trust.
Drag-to-update stagesMailbox + calendar contextApproval-first AI follow-up
Close and hand off cleanly
Turn wins into invoicing and downstream delivery without making ops retype the promise that sales already captured.
Draft invoice from won dealProject + payment triggersRevenue by company
Customer record
Acme Health Group
Contact owner
Ayo S.
Reply due in 2 hours
Company lookup
Companies House linked
Directors + registered office available
Proposal sent and threaded back to the record.
Calendar
Demo booked for Thursday 14:00 with notes on the contact history.
Revenue
Won deals and invoices roll into company reporting.
Automation queue
Cross-module triggers
Deal stage changed
Create follow-up task
Invoice paid
Notify account owner
Project task updated
Refresh delivery status
Recent movement
Deal to cash view
Qualified
Proposal requested by buyer
Won
Draft invoice created from deal
Paid
Revenue reflected on company analytics
Inside the product
The CRM surfaces sales teams actually need to work from.
Not a generic record grid with a prettier landing page on top. These are the real working areas the business already exposes.
Pipeline command centre
See open value, weighted forecast, stage distribution, and drag-and-drop movement in the same working view.
Live forecastStage agingDrag deals
Contact and company graph
Search people and organisations, enrich limited companies from Companies House, and keep one joined history of what has happened.
Companies HouseTimelineDuplicate review
Inbox and calendar on-record
Connect the mailbox the team already uses, keep replies threaded, and keep meetings visible on the same customer record.
GmailMicrosoft 365Meeting context
Approval-first AI follow-up
Let the CRM draft the next email, suggest the next step, and help keep the queue moving without turning it into unsupervised automation.
Draft onlyHuman confirmAudit trail
Automation builder with cross-module triggers
React to deal movement, invoice events, payments, recurring jobs, and project-task changes from one automation surface.
Deal triggersInvoice + paymentProject tasks
Analytics that can face finance
Measure win rate, velocity, and revenue by company with CRM and accounting data tied back to the same business.
Win rateDays to winRevenue by company
Imports and connections
Bring the book you already have.
Most revenue teams are not starting from zero. Import what already exists, connect the mailbox the team actually uses, and sort duplicates before the first pipeline review.
Import the book you already have
Bring contacts, companies, and open deals in by CSV before you ask the team to change how it works.
- Contacts, companies, deals
- Field review before launch
- No forced rebuild
Connect the mailbox people already trust
Start from Microsoft 365 or Gmail so conversations can live inside CRM without retraining the whole revenue team overnight.
- Gmail support
- Microsoft 365 support
- Threaded history
Clean duplicates before they spread
Use company-number matching and fuzzy checks to catch overlaps early instead of living with a messy database forever.
- Exact email matching
- Company-number matching
- Fuzzy name checks
Imported record
Northbridge Studio Ltd
Company, contacts, and inbox history linked
Company context
Source
Companies House
Status
Active
Mailbox link
Replies from Microsoft 365 or Gmail can sit back on the contact history instead of disappearing into personal inboxes.
Timeline
Recent record activity
Import
Contact and company created from CSV.
Merge check
No duplicate email or company-number conflict found.
Meeting
Kickoff call scheduled and attached to contact history.
Deal
Proposal opportunity linked to company record.
Why it lands better
A CRM that behaves more like an operating system.
Follow-up discipline
Typical CRM
Notes live in the rep’s head or in side tools, so stalled deals go quiet.
YionCRM
The board, inbox history, and AI draft queue keep the next step visible on the same record.
Company context
Typical CRM
Contacts and organisations are stored, but enrichment and legal detail live elsewhere.
YionCRM
Company records can pull from Companies House and stay tied to deals, meetings, and revenue.
Forecast honesty
Typical CRM
Forecasting often depends on exports and manual stage spreadsheets.
YionCRM
Weighted forecast updates straight from stage movement inside the pipeline surface.
Inbox ownership
Typical CRM
The mailbox and the CRM drift apart over time.
YionCRM
Gmail or Microsoft 365 conversations can sit back on the contact timeline where the team actually works.
Close-to-cash handoff
Typical CRM
Winning a deal starts a second round of manual re-entry for finance or delivery.
YionCRM
Won deals can move into invoicing and automation triggers inside the same business.
Automation reach
Typical CRM
Rules stop at CRM objects.
YionCRM
Automations can react to deal, invoice, payment, recurring, and project-task events.
Launch lanes
Choose the rollout lane that matches the sales problem.
Pipeline cleanup sprint
Best when the team needs immediate visibility into live deals and a cleaner forecast first.
- Import open deals
- Stage tuning
- Forecast review lane
Inbox plus CRM rollout
Best fitBest when follow-up discipline is the problem and reps keep working out of their mailbox instead of the system.
- Mailbox connection
- Contact history
- AI draft queue
Full lead-to-cash business
Best when you want CRM, invoicing, automations, and delivery handoff to stop acting like separate products.
- Won-deal invoice handoff
- Cross-module triggers
- Revenue reporting
Practical note: the fastest win usually comes from bringing the live pipeline and mailbox context together first, then widening the handoff into invoicing or downstream delivery.
Common questions
The questions revenue teams ask before they switch.
- Can I import my existing CRM?
- Yes. Import contacts, companies, and deals by CSV, review field mapping before launch, and use duplicate-aware matching to clean overlaps before the team goes live.
- Does it sync with my email and calendar?
- Yes. Gmail and Microsoft 365 mailbox connections are supported, replies stay threaded, and calendar activity sits back on the contact history.
- How does the AI behave around customer data?
- Approval-first. The AI can draft the next message or suggest the follow-up, but it does not send, merge, or mutate records without a human confirm step and audit trail.
Final CTA
Start with the contacts you already have.
Import the book, connect the mailbox, and let YionCRM line up the next follow-up queue before the day gets away from your team.
Next-up queue
8 follow-ups ready for approval
Acme Health Group
Proposal follow-up drafted
Northbridge Studio
Meeting summary attached
Tern Advisory
Won deal ready for invoice
Revenue signal
Last 30 days
Win rate
38%
Avg days
19