Every deal, every next step and a forecast you can trust.
Companies, contacts and deals on a pipeline board — with activities, a weighted forecast and win/loss analysis for small sales teams.
A CRM prototype for B2B sales teams of 2 to 50 people. Keep companies and contacts in one place, move deals through your pipeline stages with a full history, plan calls, meetings and tasks so no deal goes cold, forecast revenue by expected close month and learn from won and lost deals — with manager, rep and read-only roles.
This is an interactive prototype for evaluation — not a hosted product you can subscribe to. A production version is built and adapted for your organization on request.
Deals by stage with value, owner, expected close and the next planned step; move deals forward or back in one click.
Every stage change, win, loss and reopening is recorded with who and when; lost deals keep their reason.
Plan calls, meetings, e-mails and tasks with due dates; overdue ones stand out on the dashboard and the board.
Open pipeline, value × stage probability, won this quarter and a forecast by expected close month.
Win rate, sales cycle, stage conversion, lost reasons and results by owner and lead source.
Accounts with their people, open pipeline, won business and the complete activity timeline.
Rename stages, set their probabilities, reorder them and maintain your own lost reasons.
Managers see and reassign everything, reps work their own deals, management gets a read-only view.
Open the board, move a deal to the next stage and see the weighted forecast change.
Mark a deal as won, or as lost with a reason — both appear in the history and the reports.
Log the call you just had and plan a follow-up; overdue tasks show up on the dashboard.
Create a company and a contact, then a deal with value and expected close date.
Check win rate, cycle length and lost reasons by owner and source.
Switch to a sales rep and see that only their own deals can be changed, or to the read-only view.
Captured from the current version of the prototype.
01Create an account or sign in with Google — no payment details needed.
02A private workspace filled with fictional sample data is created for you in seconds.
03Work through the workflows and switch the demo role in the sidebar to see what each role can do.
04Click “Build My Version” — your request includes the demo and the features you tried.
After 72 hours the workspace and every record you created are permanently deleted. Your account stays active, and you can request a customized version at any time.
CRM (customer relationship management) software keeps your companies, contacts and sales opportunities in one place, so every deal has an owner and a next step. This demo covers companies and contacts, a deal pipeline board, activities and follow-ups, a weighted forecast and win/loss analysis for small B2B sales teams.
Each open deal counts with its value multiplied by the probability of its current stage. Deals are grouped by expected close month; deals already past that date count in the current month.
Yes, everyone can see the pipeline, but reps can only change their own deals and activities. Managers can change and reassign everything.
Nothing is overwritten: the reopening is added to the history, and the deal continues from the stage it was closed in.
The ERP covers orders, invoices and stock. The CRM covers everything before the sale: accounts, contacts, pipeline, activities and forecasting.
Quotes, VAT invoices, expenses and bank reconciliation for small businesses — with VAT, P&L and aging reports.
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Employee records, leave requests with approvals and balances, clock-in/clock-out, monthly timesheets and payroll preparation for small teams.
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Request a customized version. Mention what you tried in the demo and what needs to be different.
