Pipeline
- Headline figures
- Deals by stage
- Open pipeline by stage
- Follow up next
TEMPLATE · SALES
CRM template
Every deal from first enquiry to signed, the companies behind them and the follow-ups that keep them moving. Add it to your workspace and it starts with your own data.
CRMExample data
| Name | Stage | Value | Owner |
|---|---|---|---|
| Lagoon Logistics, tracking for 60 trucks | Negotiation | 42,000 | Wanjiru Kamau |
| Kampala Fresh Foods, cold-chain sensors | Proposal | 18,500 | Tom Becker |
| Savannah Freight, tracking pilot | Qualified | 9,600 | Wanjiru Kamau |
| Northfield Dental, front-desk system | Lead | 6,200 | Tom Becker |
| Kigali Heights Hotel, guest Wi-Fi | Proposal | 14,800 | Aisha Nakato |
WHAT'S INSIDE
Laid out and ready on day one.
5 pages your team opens every day, each with the views it needs.
Deals
- Table of deals
- New lead
- When a deal moves on
Follow-ups
- Calendar of activities
- Table of activities
Companies
- Table of companies
Forecast
- Headline figures
- Open value by close month
- Open value by forecast
- Won by month
- Why deals were lost
FILLED FROM YOUR APPS
Starts with your own data.
When you add it, pick where its records come from. Cadr brings them in and keeps the tool up to date as new ones arrive.
Leads from your inbox
Enquiries from people who might buy, each a deal at Lead.
Companies you trade with
The companies behind the people who write to you about buying.
Sales meetings from your calendar
Calls and meetings with people outside the company, linked to their deal.
ON YOUR DASHBOARD
Its numbers, where you look first.
Add the tiles that read this tool to your dashboard, and they follow every change your team makes in it.
Sales pipeline
$185,800Open pipeline
$106,300Closing in 30 days
$35,900Won this month
Sales follow-ups
3Overdue
4Due in 7 days
Sales forecast
$73,000Commit
$158,300Best case
$185,800All open
MORE TEMPLATES
Teams that use this also start from
Prospecting
Companies that fit your ideal customer, found on the web and researched, with the people to talk to at each.
See the templateQuotes and proposals
Every quote you send with its file, what it is waiting on, and the chases that turn it into a yes.
See the templateCustomer onboarding
Every new customer from kickoff to live, with the checklist that gets them there and the dates that matter.
See the templateStart from the CRM template
Add it to your workspace, choose where its data comes from, and your team can work in it today.