Crewlee features

Everything connected from first lead to paid invoice.

Crewlee gives service businesses one connected operating layer for sales, delivery, finance, and AI-assisted work.

Lead-to-invoice route

The feature stack follows the way work actually moves.

Each Crewlee feature keeps the next handoff attached to the same business record instead of creating another isolated tool surface.

01 Lead intake
Every signal starts as a structured record instead of a loose message or spreadsheet row.
02 Qualification
Fit, urgency, value and intent shape what should move now and what should wait.
03 Sales movement
Deals, proposals, inbox replies and meetings keep the same customer story attached.
04 Delivery preparation
Accepted work becomes onboarding, tasks, inputs and ownership before delivery begins.
05 Revenue visibility
Invoices, forecast notes and revenue risk stay connected to the work that created them.

Feature library

Pick the operating layer you want to improve first.

Lead scoring

Prioritize the right prospects with Crewlee lead scoring, qualification signals, pipeline context, and AI-assisted follow-up decisions.

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Campaign management

Build campaigns and follow-up from lead scores, customer context, deal stages, and approved AI agent preparation in Crewlee.

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Deal pipeline

Manage opportunities, next steps, proposal work, client context, and revenue movement in Crewlee's connected deal pipeline.

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Proposals

Prepare proposals from deal context, customer facts, scope, approvals, and follow-up history inside Crewlee.

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Client onboarding

Move won deals into client onboarding, project intake, preparation, and delivery workflows with Crewlee.

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Project management

Connect projects to sales, scope, client context, prepared work, invoices, and analytics inside Crewlee.

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Work preparation

Prepare briefs, checklists, research, next actions, and handoffs from connected business context in Crewlee.

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Analytics

See pipeline, campaigns, projects, invoices, and agent activity together with Crewlee analytics.

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AI agents

Use AI agents inside Crewlee to prepare leads, campaigns, proposals, project work, follow-up, and operational actions with owner approval.

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AI crew context

Features become stronger when specialist agents share the same context.

Sales Olivia Lead Hunter Sales Sophia Proposal Specialist Operations Zoe Task Manager Finance Emma Revenue Analyst

Build by workflow

Start with one feature, then connect the next handoff.

Crewlee is built so the sales layer can grow into proposals, onboarding, project management, finance and analytics without changing the operating story.

Start with Crewlee Read the glossary