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CRM System

Sales Pipeline CRM

Comprehensive customer relationship management with deal tracking, contact management, and sales forecasting.

https://crm.yourcompany.com
Dashboard
Export
+ New Deal
Total Revenue
£124.5k
+12.5% from last month
Active Deals
34
+5 this week
Conversion Rate
28.5%
+3.2% from last month
Avg Deal Size
£3.7k
-2.1% from last month
Sales Pipeline
View All
New
Contacted
Proposal
Won
Recent Activity
View All
Sarah Wilson moved deal to Proposal
2 minutes ago
John Smith created new contact
15 minutes ago
Emma Davis won deal worth £5,200
1 hour ago
Sales Pipeline
Filter
+ New Deal
New
8
Website Redesign
Tech Solutions Ltd
£12,500
Today
CRM Integration
Marketing Pro
£4,200
Yesterday
Mobile App
Retail Co
£8,900
2 days ago
Contacted
12
SEO Package
Growth Agency
£2,800
Today
ERP System
Manufacturing Inc
£45,000
3 days ago
Proposal
6
Cloud Migration
Finance Group
£28,000
Today
E-commerce Site
Fashion Brand
£15,600
Yesterday
Won
8
Custom Dashboard
Analytics Co
£9,400
Today
Brand Identity
Startup Ltd
£3,200
2 days ago
Contact Details
Edit
+ Add Note
Sarah Johnson
Head of Marketing, Tech Solutions Ltd
Email
[email protected]
Phone
+44 7700 900123
Company
Tech Solutions Ltd
Location
London, UK
Activity Timeline
View All
Email sent: Project proposal
2 hours ago
Sent detailed proposal for website redesign project including timeline and pricing breakdown.
Phone call: Discovery meeting
Yesterday
45-minute call discussing requirements, budget, and timeline. Very positive response.
Meeting scheduled
3 days ago
Initial consultation booked for next Monday at 2pm.
Email received: Inquiry
1 week ago
Received initial inquiry about website redesign services via contact form.
Associated Deals
Website Redesign
£12,500
In Progress
SEO Optimization
£3,200
Completed
Quick Actions
Send Email
Schedule Call
Add to Campaign
Sales Reports
This Month
Export PDF
Deal Distribution
New (40%)
Contacted (30%)
Proposal (20%)
Won (10%)
Revenue Trend
Jan - Jul 2024
Team Performance
View Details
Sarah Wilson
Senior Sales Executive
18 deals
£142,500
John Smith
Sales Executive
12 deals
£98,200
Emma Davis
Sales Executive
15 deals
£125,800
Michael Brown
Junior Sales Executive
8 deals
£56,400
Settings
Save Changes
General
Notifications
Integrations
Team
User Preferences
Email Notifications
Receive email updates for deal changes
Desktop Notifications
Show browser notifications
Auto-save Drafts
Automatically save notes and emails
Integrations
Gmail
Connected
Slack
Connected
Calendar
Connected
Xero
Not connected
Team Management
Sarah Wilson (You)
Admin
John Smith
Sales Manager
Emma Davis
Sales Executive
Dashboard
Search deals, contacts...
Revenue
£124.5k
Active
34
Recent Deals
Website Redesign
£12.5k
Tech Solutions Ltd
New
Today
Cloud Migration
£28.0k
Finance Group
Proposal
Yesterday
E-commerce Site
£15.6k
Fashion Brand
Contacted
2 days ago
Home
Pipeline
Contacts
More
Sales Pipeline
Filter by stage...
New (8)
Website Redesign
£12.5k
Tech Solutions Ltd
New
Today
Mobile App
£8.9k
Retail Co
New
2 days ago
Contacted (12)
ERP System
£45.0k
Manufacturing Inc
Contacted
3 days ago
Home
Pipeline
Contacts
More
Sarah Johnson
Tech Solutions Ltd
CONTACT INFO
+44 7700 900123
London, UK
Recent Activity
Email: Project proposal
2 hours ago
Call: Discovery meeting
Yesterday
Deals (2)
Website Redesign
£12.5k
In Progress
Home
Pipeline
Contacts
More
Reports
This month
Conversion
28.5%
Avg Deal
£3.7k
Revenue Trend
Top Performers
Sarah Wilson
18 deals
£142k
Emma Davis
15 deals
£126k
Home
Pipeline
Contacts
More
Settings
Notifications
Email Alerts
Deal updates via email
Push Notifications
Mobile alerts
Integrations
Gmail
Connected
Slack
Connected
Account
Profile Settings
Security
Sign Out
Home
Pipeline
Contacts
More

Current Screen

Dashboard Overview
Real-time overview of your sales pipeline with key metrics, revenue tracking, and recent team activity.

Key Features

Revenue and deal tracking
Pipeline visualization
Team activity feed
Performance metrics
React
Node.js
PostgreSQL
TypeScript