Sales Pipeline CRM
A lightweight deal board with stages, values and next actions — everything a small sales team needs.
Key features
Build a lightweight Sales Pipeline CRM. Core objects: Company, Contact (company, name, role, email), Deal (title, company, contact, owner, value, currency, stage Lead/Qualified/Proposal/Negotiation/Won/Lost, probability, expected close date, next action, next action date, lost reason) and Activity (deal, type call/email/meeting/note, body, date). Screens: 1. Pipeline board — drag-and-drop columns per stage, each column showing deal count and total value. 2. Deal detail — metadata, activity feed, and a next-action panel. 3. Forecast view — weighted pipeline (value x probability) grouped by expected close month. Rules: moving a deal to Won or Lost requires a close date, and Lost requires a reason. Flag deals with no activity in 14 days. Design: dashboard with left sidebar, dark mode, compact deal cards with mono values.