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

Table · 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.

• 3 fields · 1 recs
• 1 text
• 1 select
• 1 connection

Table · 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.

• 5 fields · 12 recs
• 1 text
• 1 link
• 2 select
• 1 connection

Table · 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.

• 4 fields · 16 recs
• 1 name
• 1 email
• 1 select
• 1 connection

Table · 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.

• 8 fields · 22 recs
• 1 text
• 1 currency
• 1 select
• 1 date
• 2 connection
• 2 equation

Table · Pipelines

The sales processes you run, such as a standard sales pipeline, each owning its own ordered set of stages that deals move through.

• 2 fields · 1 recs
• 1 text
• 1 decision_box

Table · Pipeline Stages

Define the steps of your sales process and the win probability at each one, and forecasts across the app calculate themselves.

• 5 fields · 2 recs
• 1 text
• 2 number
• 1 connection
• 1 equation

Table · Activities

Every call, meeting and demo logged against its deal, giving managers a real record of effort rather than a rep's recollection.

• 4 fields · 37 recs
• 1 select
• 1 text
• 1 date_time
• 1 connection

Table · 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.

• 5 fields · 31 recs
• 1 text
• 1 date_time
• 1 select
• 1 connection
• 1 equation

Table · Products

Your price list, so deal line items and totals are built from real unit prices instead of typed-in guesses.

• 2 fields · 2 recs
• 1 text
• 1 currency

Table · 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.

• 3 fields · 0 recs
• 1 number
• 2 connection

Table · 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.

• 3 fields · 0 recs
• 1 long_text
• 1 select
• 1 connection

Table · 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.

• 3 fields · 4 recs
• 1 text
• 1 decision_box
• 1 connection

Table · Email Logs

Record of every outgoing email the app sends — recipient, time and status — so admins can confirm reps' touches actually went out.

• 3 fields · 0 recs
• 1 email
• 1 date_time
• 1 select

Role · Admin

Runs the CRM: configures pipelines, stages and probabilities, manages users and teams, and sees every record in the app.

• 1 user

Role · 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.

• 1 user

Role · 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.

• 1 user

Role · Client Portal User

Gives your customers a locked-down portal where they can check their own quotes and documents and nothing else.

Workflow · 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 steps
• on Contacts

Workflow · 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.

• 1 step
• on Deals

Workflow · 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.

• 1 step
• on Deals

Workflow · 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.

• 1 step
• on Deals

Email · New Lead Assigned

New Lead Assigned: {contact_name} from {company_name}

Email · Task Reminder

Action Required: Task Due Today - {task_name}

Email · Deal Won Notification

🎉 Deal Won: {deal_name} (${amount})

Email · Proposal Sent

Proposal for {company_name} from {appName}

Email · Quote Approved

✅ Quote Approved: {quote_name} - {company_name}

AI agent · 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.

• 7 tools

AI agent · Day Planner

Turns a rep's task list into a prioritized plan for the day, rescheduling and bulk-updating tasks on request.

• 7 tools

AI agent · 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.

• 6 tools

AI agent · Config Assistant

Lets an admin adjust pipelines, stages, probabilities and other CRM settings by describing the change instead of clicking through tables.

• 6 tools

AI agent · 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.

• 4 tools

Import · Contact Import Template

• from Contacts
• 5 fields

Export · Contact List Export

• from Contacts
• 4 fields

Export · Open Deals Export

• from Deals
• 3 fields

Export · My Tasks Export

• from Tasks
• 3 fields

Export · Activity History

• from Activities
• 4 fields

Export · Company Directory

• from Companies
• 3 fields

Export · Product Catalog

• from Products
• 2 fields

Export · Email Logs Export

• from Email Logs
• 3 fields

Export · Agent Action Audit

• from Agent Action Log
• 3 fields

Page · Login

Page · Sign Up

Page · Profile

Page · Sample Page

Relationship

Contacts connects to Companies through "Company".

• Contacts
• Companies

Relationship

Deals connects to Companies through "Company".

• Deals
• Companies

Relationship

Deals connects to Pipeline Stages through "Stage".

• Deals
• Pipeline Stages

Relationship

Pipeline Stages connects to Pipelines through "Pipeline".

• Pipeline Stages
• Pipelines

Relationship

Activities connects to Deals through "Deal".

• Activities
• Deals

Relationship

Deal Products connects to Deals through "Deal".

• Deal Products
• Deals

Relationship

Deal Products connects to Products through "Product".

• Deal Products
• Products