Workflow step 1
Qualify and progress deals
Track stages and next steps so your team always knows what to do next.
Who it’s for
- Sales teams that want a lightweight CRM connected to projects
- Founders tracking pipeline without heavy administration
- Teams that need clear handoffs to delivery
Highlights
- Contacts, companies, and deal tracking
- Pipelines with stages and ownership
- Activities and playbooks for consistency
- Email workflows connected to work
Included features
Explore related feature pages to go deeper.
How teams implement this
Use this rollout as a practical starting point for your first workspace.
Workflow step 2
Run consistent follow-ups
Use activities and email workflows to stay on top of communication.
Workflow step 3
Handoff to delivery
Turn a won deal into an execution plan with the right context attached.
What teams improve first
These are common operational gains teams usually target after rollout.
Less admin work
Keep contacts, deals, and activities in one place so reps spend less time updating tools.
Illustrative example: Save 30–60 minutes per rep per week by simplifying CRM updates and reminders.
More consistent follow-ups
Use activities and playbooks to standardize next steps across the pipeline.
Illustrative example: Prevent 1–2 missed follow-ups per week by tracking activities and due dates in one view.
Cleaner handoff to delivery
Turn won deals into a brief or project without losing context, reducing rework and confusion.
Illustrative example: Save 1–2 hours per deal by reusing deal context instead of recreating delivery docs.
Setup checklist
Start lean, then add more structure once the workflow is running.
- Create pipeline stages that match your process and define stage entry/exit criteria.
- Set required fields per stage (budget, decision maker, next step, close date).
- Configure activities and playbooks (calls, emails, follow-ups).
- Connect email workflows (where supported) for better visibility.
- Add automations for reminders, SLA-like follow-up timers, and stage changes.
Recommended templates
Copy and adapt these templates to kickstart your workflow.
FAQ
Can we connect deals to delivery projects? +
Yes. You can link pipeline outcomes to delivery work so handoffs are clearer and status stays visible.
Is this a full enterprise CRM replacement? +
It’s designed to be lightweight and workflow-first. If you have complex enterprise requirements, we can review fit together.