Close more deals.
Drive sustainable growth.
Ruqn Sales & CRM gives you a complete view of your pipeline, performance, and customers, so you can focus on what matters: building relationships and closing deals.
Overview
Pipeline health, revenue, and deal momentum at a glance.
Create leads. Capture every opportunity.
Adding new leads is quick and easy. Capture important details, assign source, and start building relationships from day one.
- Quick & EasyAdd leads in seconds with simple forms and smart fields.
- Organized & TrackableEvery lead is automatically organized and easy to follow up.
- Start Conversations FasterCapture the right info upfront and engage leads at the right time.
Leads
Every contact in your book, searchable, filterable, and up to date.
Multiple ways to create leads
Capture leads from any source and keep your pipeline full.
Fill in lead details using a simple and intuitive form.
Add LeadUpload your CSV file and import leads in bulk.
Import CSVConvert conversations into leads with one click.
Connect EmailCapture leads from your website forms automatically.
Create FormSync leads from tools you already use.
View IntegrationsVisualize your pipeline.
Close more business.
From first contact to closed won, visualize every stage of your sales process, track progress, and focus on the deals that matter most.
- Pipeline ClaritySee every deal, every stage, and what's next, all in one place.
- Focus on What MattersPrioritize high-value deals and move them forward with confidence.
- Drive More RevenueA clear process, better insights, and smarter actions lead to more wins.
Deals Manager
Your full pipeline, from first contact to closed.
Everything you need to run a winning pipeline
Drag, drop, and move deals across stages with ease.
Build a pipeline that matches your sales process.
Track performance and spot bottlenecks instantly.
See key info, activities, and next steps at a glance.
Log calls, emails, meetings, and follow-ups.
Focus your team and close more, consistently.
Track what drives your business
Monitor key pipeline metrics and team performance in real-time.
With clear visibility and the right process, your team can focus on closing more deals.
Explore PipelinesOnboard clients
with confidence.
Streamline your onboarding process and ensure every client is compliant, verified, and ready for integration, all in one seamless pipeline.
- Stay CompliantEnsure every client meets required compliance and legal standards.
- Track Every StepMonitor progress across each onboarding stage in real time.
- Ready for IntegrationMove clients smoothly from verification to activation.
Onboarding Pipeline
Compliance & legal onboarding for newly won merchants. Merchants flow KYB Pending → AML Screening → Ready for Integration.
A smooth onboarding experience for you and your clients
Manage all onboarding tasks in one clear pipeline.
Built-in checks to meet KYB, AML, and legal requirements.
Get a full overview of client status and bottlenecks.
Never miss a step with smart alerts and follow-ups.
Onboard clients faster and unlock integrations sooner.
Sales CRM questions
What lead statuses and fields does RUQN support?
Every lead carries rich fields and source tracking, so you always know where it came from. Leads move through five built-in statuses, New, Qualified, In Discussion, Converted, and Disqualified, and you can rename those terms to match how your team talks. Need to bring in a list? Use CSV import to load existing leads in one pass instead of typing them in by hand.
Can I build more than one sales pipeline?
Yes. The Deals Manager lets you build multiple named custom pipelines per team, with your own stages. A typical setup runs a cross-team Commercial Pipeline alongside per-team pipelines like an Onboarding Pipeline, an Integration Pipeline, and Live Operations. Each pipeline is a kanban board where deals show weighted value, deal health, and priority, so you can see what is real at a glance.
How does converting a lead into a deal work?
One click. RUQN turns a qualified lead into a deal and carries the company, contact, source, and owner straight onto the new deal, so nothing is retyped and nothing is lost. The deal lands in the pipeline you choose, and because companies and contacts live in the same system, the full relationship history travels with it.
What does the Sales Overview dashboard show?
The live Sales Overview gives you closed revenue, open pipeline, win rate, average deal size, total deals, and average cycle time, plus a revenue trend and a won, open, and lost breakdown. It updates as deals move, so the picture you see is the picture as it stands right now, not a stale export.
How does RUQN AI help on leads?
RUQN AI is permission-aware and opt-in. On a lead it can Qualify the lead, draft an Outreach Email, suggest Next Steps, and flag Risks, so reps spend time selling instead of staring at a blank field. It only acts within what your role allows, and you stay in control of what it does.
Can I control who sees which pipeline?
Yes. RUQN uses custom and preset roles with server-enforced permissions, not just hidden buttons in the interface. You decide who sees which pipeline, so a team only works the deals that belong to them while leadership keeps the full cross-team view. A note on honesty: the dedicated Emails workspace and the deeper Analysis module are coming soon, while the Sales Overview dashboards are live today.
How does the sales cycle flow from a lead to delivered work?
It runs as one connected path. You capture a lead with rich fields and source tracking, qualify it through your statuses with help from RUQN AI, convert it to a deal in one click that carries the company, contact, source, and owner, then move it through your pipeline. Because the CRM and project delivery live in the same platform, a won deal flows straight into execution without re-keying anything into a separate tool.
What is deal health and weighted value on a pipeline card?
Every deal in the Deals Manager is a kanban card that shows its weighted value, a deal health indicator, and a priority flag. Weighted value keeps your forecast honest rather than optimistic, deal health tells you what is genuinely progressing versus quietly slipping, and priority surfaces what needs you today. A board crowded with deals can still be unhealthy, so these signals let you read the real state of your pipeline at a glance.
Run your entire business from one platform
Bring projects, sales, collaboration, meetings, and AI into one connected workspace.