Sales CRM & Deal Pipeline

Sales CRM with a deal pipeline, automatic follow-up tasks, manager forecasts, a client portal and AI deal coaching.

Close more deals with less chasing — reps work their own pipeline while follow-up tasks create themselves, managers coach from team-wide dashboards, a won deal updates the account and notifies the manager on its own, and clients check their own quotes and documents in a portal.

Built for sales teams where deals stall because the follow-up lives in someone's head.

Your sales reps can

• Work their own pipeline — deals with amount, expected close date, days open, and an automatic overdue flag
• Get an "initial follow-up" task created automatically the moment a new contact lands
• Have a follow-up task appear on its own when a deal moves to "Proposal Sent"
• Log calls, meetings and demos against every account, and price deals from the product catalog

Your managers can

• See team-wide pipelines, performance and forecasts built on per-stage probabilities
• Get notified automatically the moment a rep marks a deal Won
• Coach with AI support — Deal Coach and Team Analyst conversations are logged, with an audit trail for every AI-proposed change

Your clients can

• Log in to a restricted portal and view their own quotes and documents — nothing else

You (admin) can

• Configure pipelines, stages and probabilities to match how you actually sell
• Keep a product catalog so deal line items and totals calculate correctly
• See every outgoing touch captured in the email and text-message logs

When a deal is marked Won, the connected company flips to Active and the manager gets the revenue win in their inbox — automatically. Role-based security keeps reps to their own accounts, managers to their team, and clients to their own records.

What's included

• 4 user roles: Admin, Manager, Sales Rep, Client Portal User
• 13 data tables: Companies, Contacts, Deals, Pipeline Stages, Activities, Tasks, Products, Teams
• 4 workflows: Lead onboarding, proposal follow-up, deal-won updates, stage probability sync
• 5 email templates: New lead assigned, task reminder, deal won, proposal sent, quote approved
• 5 AI agents: Deal Coach, Day Planner, Team Performance Analyst, Config Assistant, Onboarding Help
• 1 import, 8 exports: Contact import; exports for contacts, deals, tasks, activities, companies, products
• Sample data: Demo companies, contacts, deals and activities — optional at install
• Security: Role-based access on every table

Data tables (13)

• Teams — Groups your sales reps under a team lead so managers see their own team's pipeline and performance rather than the whole company's.
• Companies — Every account you sell to, with its owner and status, so a won deal flips the company to an active customer without anyone updating it by hand.
• Contacts — The people at each account — the moment a new contact lands, the rep gets a first follow-up task instead of a lead that quietly goes cold.
• Deals — The pipeline itself: amount, stage, expected close, days open and an automatic overdue flag, so reps and managers see exactly which deals need a push today.
• Pipelines — The sales processes you run, such as a standard sales pipeline, each owning its own ordered set of stages that deals move through.
• Pipeline Stages — Define the steps of your sales process and the win probability at each one, and forecasts across the app calculate themselves.
• Activities — Every call, meeting and demo logged against its deal, giving managers a real record of effort rather than a rep's recollection.
• Tasks — The follow-ups that keep deals moving — most are created automatically by the workflows, assigned to the right rep with a due date and overdue tracking.
• Products — Your price list, so deal line items and totals are built from real unit prices instead of typed-in guesses.
• Deal Products — Line items on a deal: which products from the catalog were quoted and in what quantity, so deal totals come from real unit prices.
• Agent Conversations — Transcripts of each user's chats with the Deal Coach, Day Planner and other AI agents, kept so coaching advice can be reviewed later.
• Agent Action Log — Audit trail of every change an AI agent proposed on a user's behalf and whether it was applied, so nothing the AI does goes unrecorded.
• Email Logs — Record of every outgoing email the app sends — recipient, time and status — so admins can confirm reps' touches actually went out.

User roles (4)

• Admin — Runs the CRM: configures pipelines, stages and probabilities, manages users and teams, and sees every record in the app.
• Manager — Sees the whole team's pipeline, performance and forecast, gets notified the moment a rep closes a deal, and coaches with the AI analyst at hand.
• Sales Rep — Works a personal pipeline limited to their own accounts, with follow-up tasks created for them and a dashboard of what to do next.
• Client Portal User — Gives your customers a locked-down portal where they can check their own quotes and documents and nothing else.

Workflows (4)

• 2.1 Lead Capture → New Lead Onboarding — Makes sure no new lead sits untouched: the moment a contact is added, a first follow-up task is created and the owner is emailed.
• 2.2 Manual Deal Creation → Probability Sync — Keeps forecasts honest by stamping each new deal with the win probability of its stage the moment it is created.
• 2.3 Stage Entry Task Automation — When a deal reaches Proposal Sent, a follow-up task appears on the rep's list so the proposal gets chased instead of forgotten.
• 2.5 Deal Won Automation — Closes the loop on a win: the company becomes an active customer and the manager gets the revenue news in their inbox, automatically.

Email templates (5)

• New Lead Assigned
• Task Reminder
• Deal Won Notification
• Proposal Sent
• Quote Approved

Import templates (1)

• Contact Import Template

Export templates (8)

• Contact List Export
• Open Deals Export
• My Tasks Export
• Activity History
• Company Directory
• Product Catalog
• Email Logs Export
• Agent Action Audit

AI agents (5)

• Deal Coach — Reads a rep's deals and activity and suggests the next move — a stalled proposal to chase, a close date to reset, a task to create — right from the chat.
• Day Planner — Turns a rep's task list into a prioritized plan for the day, rescheduling and bulk-updating tasks on request.
• Team Performance Analyst — Answers a manager's questions about team pipeline, activity and forecast in plain language, with every AI-proposed change logged for audit.
• Config Assistant — Lets an admin adjust pipelines, stages, probabilities and other CRM settings by describing the change instead of clicking through tables.
• Onboarding Help — A guide for new users that explains how the CRM is put together and how to work a deal from lead to won.

Categories: CRM, Sales