Pipeline, clients and quotes in one considered workspace.
What it does
A working concept of a CRM for a B2B services company: a value-weighted pipeline board, client dossiers with contacts and timelines, document-style quotations with GST totals, and sales analytics.
All data is fictional. Changes are saved in your browser, and the demo can be reset at any time.
Concept demo An interactive concept with fictional data — an example of what we build.
Capabilities
Weighted pipeline
Drag deals between stages; values weighted by probability.
Client dossiers
Contacts, notes and a timeline of every interaction.
Quotations
Build quotes with GST totals, preview and print, accept to win the deal.
Follow-ups & analytics
Tasks due, conversion, revenue against target.
