Pipeline
Drop to mark Closed Won
triggers onboarding workflow
Drop to mark Closed Lost
prompts for reason
Deals
| Company | Role / Deal | Stage | MRR | One-time | Prob | Owner | SLA |
|---|
Companies
| Company | Industry | Lifecycle | Open deals | Committed MRR | Owner | Source |
|---|
Quote Inbox
Quotes pushed from the Pricing Tool, ready to convert into dealsDiagnostics
Health checks for the CRM app and its bridgesMarketing Overview
Pipeline funnel — where marketing-sourced deals sit
Leads by source
Campaign performance
| Campaign | Type | Status | Sent | Open | Reply | Converted |
|---|
Campaigns
Starter library — your cold-email playbook (one click to add)
Automations
Starter library — your workflow-doc automations (one click to add)
Unified Inbox
Facebook, email & SMS in one thread per leadLead-Capture Forms
Forms that create a deal in the pipeline on submitEmail Templates
| Name | Category | Subject | Channel |
|---|
Funnels
landing pages that capture leads into the pipelineLanding page
headline + offer
Capture form
name, email, role
Thank-you
+ auto-email
Creates deal
stage: New Lead
+ add step
| Funnel | Steps | Visits | Submissions | Conv. | Creates | Status |
|---|---|---|---|---|---|---|
No funnels yet. Funnel pages publish to Cloudflare Pages and capture into the pipeline through the worker — the backend wiring is the next build step once you pick template-based vs. drag-drop. | ||||||