The deal, next to the work that delivers it.
Leads, contacts, accounts and opportunities in the same workspace as the projects, meetings and mail, so a customer's whole story is in one place. Point a deal at the project delivering it and both teams look at the same thing.
- 01Lead to Closed won
- 02A weighted pipeline
- 03A linked project on every deal
Northgate
Harbour Clinic
Beckett Street
Weighted pipeline $150k: each amount times its stage's win likelihood.
What is included, and where the line is.
Every new workspace starts on a free trial of the full Business tier, no card needed, and lands on Free when it ends. Prices and limits are on the pricing page.
The CRM extension
Installable on any workspace from the marketplace; several industries queue it at setup.
Reports
Pipeline, conversion, funnel, activity and aging.
Custom fields
Per object.
Bulk actions
Change several rows at once in the table layout.
A classic sales object graph, inside the workspace.
A lead qualifies into a contact and an account and opens an opportunity. Every object opens in the same record drawer, so learning one teaches you all four.
Amount
$120k
Stage
Proposal
Owner
Mia
Close
30 Sep
- Lead
- Qualified
- Discovery
- Proposal
- Negotiation
Four objects, one drawer
Lead, contact, account and opportunity, plus follow-ups and logged activities. Every record opens with highlights, a lifecycle path, and Details, Activity and Related tabs.
- Lead → Qualified4 days in Lead3 Aug
- Qualified → Proposal15 days in Qualified18 Aug
- Proposal → Negotiation15 days in Proposal2 Sep
A deal that skipped Discovery still counts correctly, because the report reads the moves, not the labels.
Stage history that keeps the reports honest
Every stage change is recorded, so conversion and aging read what actually happened. A deal that skipped a stage still counts correctly.
4
Overdue follow-ups
2
Closing soon
3
Needs a nudge
- ARNorthgate24 days in Proposal
- JTBeckett StreetFollow-up was due Tue
Stalled means no stage change in three weeks or more.
Home answers what to do now
Overdue follow-ups, deals closing soon, pipeline by stage and deals that need a nudge, before any big number.
7 stages that weight the forecast
Lead to Negotiation is the open path, Closed won and Closed lost are terminal, and each stage carries a win likelihood, so the weighted pipeline is amount times likelihood, summed.
Linked to the project
Contacts and opportunities carry a linked project. Set it and the record wears a chip that jumps between the deal and the board delivering it.
List views, custom fields and bulk actions
Built-in views over each list - all open, mine, hot, new this week - custom fields per object, duplicate detection, and multi-row actions on the table layout.
A customer's record, beside the work.
The ones people ask first.
Is the CRM a separate product?
How is the weighted pipeline calculated?
What counts as a stalled deal?
Keep the customer where the work is.
Install the CRM from the marketplace, or choose an industry at setup that queues it for you.
Free to start · No credit card required