Sales CRM
Companies, contacts and a deal pipeline your team actually updates. Start from this plan, tell us what's different about your business, and we build it, test it and run it for you.
What it does
A simple customer relationship tool for a small sales team to keep track of companies, the people who work there, and sales deals as they move from first lead to won or lost. A dashboard shows the total value of open deals and how many deals are at each stage.
- Companies and contacts
- Deal pipeline by stage
- Pipeline value on the dashboard
- Sales manager and salesperson roles
What it keeps track of
Company
A business the team sells to, with its industry and website.
- Name
- Text
- Industry
- Text
- Website
- Text
Contact
A person the team deals with, and the company they work at.
- Name
- Text
- Phone
- Text
- Company
- Linked company
Deal
A sales opportunity with a company, its value in US dollars, its current stage, the expected close date and the salesperson who owns it.
- Title
- Text
- Company
- Linked company
- Value (USD)
- Amount
- Stage
- One of: Lead, Qualified, Proposal, Won, Lost
- Expected Close Date
- Date
- Owner
Who can do what
- Admin
- Manages user accounts and has full access to all records.Add and edit companies, contacts and deals. Delete companies, contacts and deals.
- Sales manager
- Leads the sales team. Can view, add, change and delete any company, contact or deal.Add and edit companies, contacts and deals. Delete companies, contacts and deals.
- Salesperson
- Member of the sales team. Can view, add and update companies, contacts and deals, but cannot delete anything.Add and edit companies, contacts and deals.
What happens automatically
Pipeline dashboard
When a signed-in user opens the dashboard
Checked 8 ways before it goes live
Every scenario below is turned into an automated test. The app has to pass all of them, in a clean environment, before anyone signs in. Your changes get the same treatment.
- Salesperson
Given the salesperson is signed in, when they create a Company named 'Acme Corp' with industry 'Manufacturing' and website 'https://acme.example', then 'Acme Corp' appears in the Company list with industry 'Manufacturing'.
- Sales manager
Given a Company named 'Old Co' exists, when the sales manager deletes 'Old Co', then 'Old Co' no longer appears in the Company list.
- Salesperson
Given a Company named 'Acme Corp' exists, when the salesperson creates a Contact named 'Jane Doe' with email 'jane@example.com', phone '555-0100' and company 'Acme Corp', then 'Jane Doe' appears in the Contact list showing company 'Acme Corp' and email 'jane@example.com'.
- Salesperson
Given the salesperson is on the new Contact form, when they enter 'not-an-email' in the email field and save, then the Contact is not saved and a validation error is shown for the email.
Make it yours
This is the description the plan above was written from. Change it to match how your business works — or describe something else entirely.
“Simple CRM for a small sales team. Companies (name, industry, website), contacts (name, email, phone, the company they work at) and deals (title, company, value in USD, stage: lead / qualified / proposal / won / lost, expected close date, owner). Salespeople create and update deals; the sales manager can delete anything. The dashboard shows total open pipeline value and counts of deals per stage.”Start with this app
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