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title: "Sales and marketing — CRM in the same service as your books | Numar"
canonical: https://numar.io/myynti-ja-markkinointi/?lang=en
lang: en
source: https://numar.io/myynti-ja-markkinointi/
---
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Sales and marketing

# Sales, marketing and customers in the same place as your invoices.

Numar’s CRM does not stop at the sales pipeline. It has pipelines and a forecast, offers, sequences, campaigns, lead scoring, customer service and reports — and sales sees the customer’s invoices and payments.

From deal to invoice

## Sales sees invoices and payments. A won offer turns into invoices.

- 1 · **Offer** · The offer goes out as a link and a PDF. You see when the customer opened it.
- 2 · **Accepted online** · The customer accepts the offer online — also by signing with Numar Sign — and the deal is marked won.
- 3 · **Invoices and payments** · The accepted offer becomes a billing plan and invoices. Sent invoices and payments show on the customer’s timeline.

Features

## Everything an SME’s sales team needs.

- **Several pipelines and a forecast** · Pipelines with their own stages and probabilities. A weighted forecast by month.
- **Companies and people** · One contact register. Company details come from the Finnish business register, and duplicates are merged.
- **Timeline, tasks and reminders** · Meetings, calls, messages, offers, invoices and payments on the customer’s timeline. Tasks and reminders for deals and people.
- **Offers** · Products and price lists on the offer. You see when it is opened, and the customer accepts it online.
- **Email templates and sequences** · Merge fields in messages and follow-up sequences: email, call and task on their own days. A sequence stops when the customer replies.
- **Lead scoring** · Open deals are scored by how much they resemble your own won and lost deals. The reasons are shown.
- **Campaigns** · UTM campaign links for your web forms. Leads, deals and return by campaign, and the cost per lead.
- **AI follow-up agent** · The agent finds deals and people that need a contact and drafts a follow-up. You check it and send it.
- **Dashboard and reports** · Won and lost, sellers, sources, quiet deals and targets by period. Win and loss reasons as a report.
- **Forms, support requests and booking** · A web form brings the lead into the pipeline, support requests get a response time, and customers book a time on your booking page.
- **Business cards and contacts on your phone** · Snap a business card and the AI reads it. Contacts to your phone as a vCard or a CardDAV address book.
- **Email by Bcc address** · Messages go out from your own email program. Add Numar’s Bcc address and the message is saved on the customer’s timeline.

Numar CRM

## Numar CRM without the books, too.

**€49**  / month, excl. VAT

Numar CRM €49/month, without the books; upgrade to full Numar with one press.

Prices exclude VAT. In the Numar packages, CRM and offers are included from the Core package, marketing and customer service from the Plus package.

Questions

## Frequently asked

**Do I need HubSpot or Salesforce?**

A Finnish SME’s sales and marketing are handled in Numar in the same service as the bookkeeping and invoicing: pipelines, offers, sequences, campaigns, lead scoring and reports. Sales sees invoices and payments without moving data between programs. Customer and contact lists can be imported into Numar as an Excel or CSV file.

**Can Numar CRM be used without the books?**

Yes. Numar CRM costs €49/month (excl. VAT) without the books, and upgrading to full Numar takes one press.

**Does sales see the customer’s invoices?**

Yes. Sent invoices and payments show on the customer’s timeline next to offers, meetings and messages.

**Does email go out from Numar?**

Sales messages go out from your own email program, and the Bcc address saves them on the customer’s timeline. Offers and invoices go out from Numar.

## See how your sales would work in Numar.

We show you Numar’s sales and marketing with your own examples.