Deals & pipeline
Board and list views; stages; move deals; persistent board order; ownership; value; source; notes; linked to companies and contacts.
Features
Everything your team uses in Pomio
From daily sales work to performance steering, access control, and privacy — the live capabilities of Pomio CRM in one overview.
Sales CRM
The daily workbench for deals, relationships, and follow-up.
Companies & contacts
Company overview; contacts (name, role, email, phone); linked deals; archive and restore.
Activity timeline
Chronological CRM history per record — stage changes and meaningful events, respecting access rights.
Archive, relations & bulk
Soft archive instead of hard delete; restore; keep relationships; bulk actions where permitted.
Tasks & agenda
Task list and agenda; assignment; optional one-off calendar export (.ics). No live Google or Microsoft calendar sync.
Labels, teams & search
Filterable labels; teams and locations; live search across deals, companies, and tasks.
Import & export
CSV import and export for leads, deals, and companies where relevant.
Sales performance & steering
See results, set targets, and run commission without spreadsheet gymnastics.
Scoreboard
Revenue, won deals, funnel, sources, and leaderboard — by period.
Targets
Per user or team; month, quarter, or year.
Commission, bonus & splits
Commission rules; bonus scenarios; deal splits across participants; statements and corrections — keep reward logic in the CRM, not in spreadsheets.
Manager scope
Team and organisation KPIs by role; sales reps see their own scope by default.
Access, security & organisation
Who sees what, how environments stay separate, and how your brand shows up.
Roles & permissions
Sales rep, sales manager, viewer, organisation admin; scope own, team, or organisation — enforced server-side.
User management
Invite by email; activate and suspend; roles; password reset; optional MFA (authenticator app / TOTP).
Multi-tenant isolation
Data separated per organisation — each environment only sees its own.
Audit
Who did what, and when, for important actions — no secrets in the log.
White-label
Your company name, colour, and logo per environment.
Languages & theme
Dutch and English in the app; light, dark, or system.
Mobile
Responsive browser UI on phone and tablet.
Privacy & compliance
Handle privacy requests in the same environment as your CRM.
GDPR / privacy
Register and manage privacy requests (DSAR); legal hold; retention; compliance audit — inside the same tenant as your CRM.
Coming next
In development — not live
Automation & webhooks
Workflow automation and webhooks are in development. They are not available yet. Pomio does not claim Zapier, Make, Google, or Microsoft integrations as live features.
Want to see this in your own environment?
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