Every successful deal starts with a
relationship worth building
Mosic helps your team nurture the right relationships, win the deals that matter, and carry every client forward into delivery, support, and growth. From first hello to lasting partnership.
Deals
21 itemsQualification
Needs Analysis
Proposal
Negotiation
Closed Won
Closed Lost
Every stage, every detail, every connection
Mosic doesn't just track your sales pipeline. It gives every lead, deal, and customer a living record where conversations, tasks, files, notes, and activity all come together. And when the deal closes, the work picks up right where the sale left off.
Built for the way sales actually happens
Not a database of names. A system that moves deals forward and keeps your whole team on the same page.
Set up once, sell forever
Create your pipeline stages, set win probabilities, and define what "won" and "lost" look like. Your team walks in Monday morning and knows exactly where every deal stands, no standup required.
- Custom pipeline stages with win probability per stage
- Weighted deal values for revenue forecasting
- Multiple pipelines per workspace, one for each product or region
- Stalled deal detection flags anything sitting too long
Your deals, right next to everything else you do today
You don't open your CRM in the morning and your task tool in the afternoon. Your work is one thing. Mosic's Today view puts your deals and leads due today next to your tasks and tickets, sorted by urgency. Follow up on a hot lead, respond to a ticket, finish a task. One list, your whole day, no app switching.
- Today: deals and leads due today, alongside your tasks and tickets
- Inbox: deals and leads with no follow-up date, waiting to be scheduled
- Overdue: stalled deals and neglected leads caught before they go cold
- Upcoming: a horizontal timeline of everything coming this week and next
See the whole board, not just your deals
You're running a team of five closers and forty active deals. You need to know which deals are stalling, which reps are overloaded, and where next quarter's revenue is coming from. Mosic gives you that view without building a single report.
- Kanban board with drag-and-drop stage management
- Deal value, weighted value, and probability in every card
- Stalled detection: deals with no activity get flagged automatically
- Multi-currency support for global teams
One record, your whole business
Open any customer, contact, lead, or deal and you see the full picture: their deals, their tickets, their tasks, their messages, their files, their notes, their calendar events, their relations to other documents. No switching tabs. No "let me check the other system." Everything about that relationship lives in one place, and it's connected to the work your whole team does.
- Deals, tickets, tasks, and messages visible from every detail page
- File attachments with drag-and-drop on every record
- Rich text notes linked to any entity
- Calendar events and meetings tied to contacts and deals
Ready to close more deals?
Start tracking leads, managing pipelines, and connecting your sales to the work that follows. Free to start, no credit card required.
A closer look at every stage, every connection
Each part of the pipeline has its own story. Here's what it looks like when you live in it, and how it all connects to the work that follows.
Leads: Where every relationship starts
Someone fills out a form on your website, or you meet someone at a conference, or a partner sends a referral your way. Right now that person lands in your inbox, your notebook, or a sticky note on your monitor. Three days later you can't find them. Mosic gives every incoming person a home: a lead record with their email, phone, company, source, and a score that tells you how hot they are. Assign up to five people to work it. Log every conversation. Set a follow-up date so nothing falls through. When they're ready, one click turns them into a customer and opens a deal.
What's inside
- Status workflow: New, Contacted, Qualified, Converted, or Lost
- Source tracking: website, referral, cold call, social, events, partners, email campaigns
- Assign up to five team members per lead
- Follow-up dates that feed into your daily views
- Full activity timeline with every interaction logged
Scoring: Let the data tell you who to call first
You have forty leads and two hours to make calls. Which ones? Most sales teams just pick from the top of the list, the ones that came in most recently, or the ones with the loudest follow-up emails. Mosic scores every lead from 0 to 100 and groups them into three buckets: Hot, Warm, and Cold. Hot leads get a red badge and your full attention. Warm leads are in striking distance. Cold leads get a nurture sequence, not a cold call. Your team sets the score, and the visual tier system makes sure the right leads get the right attention at the right time.
What's inside
- Automatic 0-100 scoring on every lead
- Three visual tiers: Hot (80+), Warm (50-79), Cold (0-49)
- Color-coded badges so you spot priorities at a glance
- Score informs your daily views and pipeline decisions
Pipeline: Your sales floor, visualized
The pipeline is where deals live and move. Set up stages that match how your team actually sells: maybe it's "New, Qualified, Proposal, Negotiation, Won." Maybe it's "Discovery, Demo, Trial, Close." Drag a deal from one stage to the next and the win probability updates automatically. Weighted values roll up so you can forecast revenue without opening a spreadsheet. Multiple pipelines for different products or regions, all running in parallel. Your morning starts with a board, not a report.
What's inside
- Custom stages with names, colors, and win probabilities
- Drag-and-drop Kanban for moving deals forward
- Weighted value: deal value x probability, calculated per stage
- Multiple pipelines per workspace
- Default pipeline for quick setup
Deals: The moment money enters the conversation
A deal is where intent becomes real. The lead is qualified, the budget is there, the timeline is set. Now you track the value, the currency, the probability, and the close date. Mosic calculates weighted value so you can forecast without formulas. If a deal sits in one stage too long with no movement, it gets flagged as stalled, and your daily view catches it before it slips through. When it closes won, log the close date and celebrate. When it's lost, log the reason so your team learns. Either way, reopen it if the buyer comes back.
What's inside
- Deal value in any currency, with automatic weighted calculation
- Weighted value for realistic forecasting
- Stalled detection with configurable threshold
- Won/Lost with reason tracking and close dates
- Reopen closed deals when circumstances change
Contacts: One person, every detail
Every person who touches your business has a card in Mosic. Their name, job title, email, phone, LinkedIn, Twitter. Multiple email addresses and phone numbers tracked as identities, with bounce and unsubscribe status so you never send to a dead address again. Link a contact to a customer so you always know who's the decision maker. Merge duplicates with one click. Mark spam and move on. Your address book is finally one place, and it's always up to date because it's connected to the work your team does every day.
What's inside
- Rich profiles: name, job title, email, phone, social links
- Multiple identities per contact (email, phone, mobile, LinkedIn, Twitter, WhatsApp)
- Bounce and unsubscribe tracking per identity
- Primary contact flag per customer
- One-click merge for duplicates
Customers: From prospect to partner
A converted lead becomes a customer. That customer has a status: Active, Inactive, or Churned. They're linked to their organization, their contacts, their deals, their tickets, and their tasks. Open a customer record and you see the whole relationship in one place: how much they're worth, what deals are open, what tickets are pending, who the contacts are. Merge duplicates. Track the churn reason when someone leaves. And when they come back, reactivate them and pick up where you left off.
What's inside
- Customer types: Individual or Organization
- Status lifecycle: Active, Inactive, Churned with churn reason
- Full summary: deals, tickets, contacts, relations in one view
- Merge duplicate customers with reassignment
- Linked organizations for B2B relationships
Activity Timeline: Your relationship history, automatic
You close a deal on Friday and on Monday your manager asks "what happened last week?" Most CRM users scroll through emails, check Slack, maybe open their calendar. Mosic builds the timeline for you. Every field change, every status update, every assignment, every logged call or meeting, it all appears chronologically on the entity's Activity tab. Need to log a call you just finished? Click "Log Activity," pick the type, add notes, and it's part of the record. Your team never loses context because the timeline never forgets.
What's inside
- Automatic tracking: every change recorded so nothing is lost
- Manual activity logging for calls, meetings, and emails
- Comments with reactions and revision history for team conversations
- Recent activity cards on every detail page for at-a-glance context
One Record, Full Picture: See everything about a relationship
Here's what most CRMs don't tell you: when you open a customer record, you see the customer. When you want to see their tickets, you go to the helpdesk. Their tasks? Project tool. Their latest email? Your inbox. Mosic puts it all in one place. Open a customer and you see their deals, their support tickets, their project tasks, their contacts, their calendar events, their email conversations, their attached files, their notes, and their relations to other documents. The same is true for contacts, leads, and deals. One record tells the whole story because everything is connected.
What's inside
- Customer detail shows: deals, tickets, tasks, contacts, events, messages, files, notes
- Contact detail shows: deals, tickets, work, events, messages
- Deal detail shows: tickets, tasks, events, messages, files
- Relations system links any document to any other document
- Subscribe to any record for real-time update notifications
Your Daily Views: Deals, leads, tasks, tickets, one list
Most tools make you check your CRM for deals, your helpdesk for tickets, and your project tool for tasks. Your morning routine is five apps, zero clarity. Mosic gives you four views that pull from everywhere. Today shows everything due today: deals closing, leads to call, tickets to resolve, tasks to finish, sorted by urgency so the hottest item is always first. Inbox catches the things with no date, the deals and leads that got added but never scheduled, so nothing sits forgotten. Overdue grabs everything that slipped past its deadline, stalled deals, neglected leads, past-due tickets, and puts them at the top where you can't miss them. Upcoming maps out the rest of your week in a horizontal scroll, day by day, so you see Thursday's deal close next to Friday's ticket deadline. Each item has its own color and icon: violet for deals, green for leads, orange for tickets, blue for tasks. You always know what you're looking at, and you never leave the page.
What's inside
- Four views: Today, Inbox, Overdue, Upcoming, each pulling from tasks, deals, leads, and tickets
- Urgency sorting: SLA breaches first, then overdue deals, then stale leads, then everything else
- Color-coded cards: violet deals, green leads, orange tickets, blue tasks, no guessing
- Filter by type with tabs: All, Tasks, Deals, Leads, Tickets, or see everything mixed together
- Drag items between views to reschedule: drop on Today, drop on Inbox, drop on a future day
Conversion: Two clicks, zero data entry
The biggest friction in any CRM is the gap between "this lead is ready" and "the customer is in the system." Most tools make you create a customer record, then a contact, then a deal, copying the same name and email three times. Mosic does it in one step. Qualify a lead, click convert, and Mosic creates the customer, links the contact, and opens a deal with all the details pre-filled. Your sales reps never type the same email twice.
What's inside
- One-click conversion from qualified lead to customer
- Deal created automatically with pre-filled details
- Contact linked to the new customer automatically
- Conversion date tracked for pipeline analytics
- Original lead preserved for full audit trail
See it in action
Real scenarios sales teams run every day in Mosic.
Fifty leads a week, eight get called back
A SaaS company gets leads from their website, partner referrals, and conference scans. The sales manager needs to know which ones are worth pursuing without reading every form submission.
- 1Lead scoring surfaces the eight hottest leads by Monday morning
- 2Sales reps open their Today view and see qualified leads due for follow-up
- 3Each lead gets contacted, moved to Contacted or Qualified, with a follow-up date set
- 4Qualified leads convert to customers with deals in two clicks
- 5Lost leads log the reason so marketing can adjust campaigns
Forty renewals tracked, zero slipped through
An agency manages forty active client accounts. Every renewal is a deal in a dedicated Renewals pipeline. The managing director needs to see which renewals are at risk without chasing account managers.
- 1Renewals pipeline with stages: Upcoming, In Review, Proposal Sent, Negotiation, Renewed, Lost
- 2Each client gets a deal with the expected close date 90 days out
- 3Stalled detection flags any renewal sitting in one stage too long
- 4Account managers update deals directly from the Kanban board
- 5Lost renewals log the competitor and reason for quarterly review
The Tuesday that sold itself
A sales rep at a mid-size agency manages twelve active deals, eight leads in outreach, and three project tasks leftover from onboarding a new client. She used to start her morning in the CRM, then switch to the project tool, then check email. Now she opens one page.
- 1Today view shows two deals closing this week, three leads due for follow-up, and two project tasks due today, all sorted by urgency
- 2She calls the first lead (green card), logs the conversation, and sets a follow-up for Thursday
- 3She finishes a task (blue card), clicks done, and the next-highest item takes its place
- 4A deal (violet card) has been sitting in Negotiation for six days with no movement, stalled flag is on, she sends the follow-up email right from the deal page
- 5By 11am her Today list is empty, she checks Upcoming and sees tomorrow has one deal and two leads, so she gets a head start
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