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Sales CRM & Deal Pipeline

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.

Use this template
Categories
CRM, Sales
Includes
4 roles, 13 tables, 4 workflows

Describe your version of Sales CRM & Deal Pipeline — we’ll build it now.

Start from this template, or describe your own version and Tadabase AI builds that instead.

Plain English. It asks follow-up questions like a real developer.

horizontal-custom-crm-ba2c09.tada.app
Admin — pipelines, stages and product catalog
Admin — pipelines, stages and product catalog
horizontal-custom-crm-ba2c09.tada.app
Manager — team pipeline and forecast
Manager — team pipeline and forecast
horizontal-custom-crm-ba2c09.tada.app
Sales rep — my deals, follow-ups and activities
Sales rep — my deals, follow-ups and activities

What’s inside.

Everything here installs with the template, running on the same backend as every Tadabase app.

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

The data model, drawn.

13 tables and 7 relationships, with row-level security on all 13. Real tables with real fields, not a mock-up.

Data model of the Sales CRM & Deal Pipeline template 13 tables and 7 relationships. The complete list of tables and relationships follows the drawing. Other tables Teams 3 fields Companies 5 fields Contacts 4 fields Deals 8 fields Pipelines 2 fields Pipeline Stages 5 fields Activities 4 fields Tasks 5 fields Products 2 fields Deal Products 3 fields Agent Conversations 3 fields Agent Action Log 3 fields Email Logs 3 fields Company Company Stage Pipeline Deal Deal Product
Relationship, from the linking table to the one it points at Row-level security on (13 of 13)

  1. Companies 5 fields, row-level security on

    Referenced by other tables

  2. Pipelines 2 fields, row-level security on

    Referenced by other tables

  3. Contacts 4 fields, row-level security on

    Links to Companies (Company)

  4. Pipeline Stages 5 fields, row-level security on

    Links to Pipelines (Pipeline)

  5. Deals 8 fields, row-level security on

    Links to Companies (Company), Pipeline Stages (Stage)

  6. Products 2 fields, row-level security on

    Referenced by other tables

  7. Activities 4 fields, row-level security on

    Links to Deals (Deal)

  8. Deal Products 3 fields, row-level security on

    Links to Deals (Deal), Products (Product)

  9. Teams 3 fields, row-level security on

    Referenced by other tables

  10. Tasks 5 fields, row-level security on

    Referenced by other tables

  11. Agent Conversations 3 fields, row-level security on

    Referenced by other tables

  12. Agent Action Log 3 fields, row-level security on

    Referenced by other tables

  13. Email Logs 3 fields, row-level security on

    Referenced by other tables

Who does what.

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.

More templates.

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Make it yours.

Start from this template, or describe your version of it and Tadabase AI builds that instead.

Plain English. It asks follow-up questions like a real developer.

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