What is a sales pipeline CRM?

It is a tool that shows every open deal as a card on a board, with one column per stage of your sales process. Your team moves the cards as deals progress, and each deal keeps its contacts, calls, emails and quotes. You see at a glance what is coming in and what needs attention.

Why not just use HubSpot, Pipedrive or Salesforce?

Those tools are good, and sometimes they are the right choice. We build a custom CRM when your process does not fit theirs: quotes from your own price list, site visits, approvals, a link to your scheduling or your ERP. You pay for the development once instead of a licence per user every month.

Can we import our current spreadsheets?

Yes. Send us your files and we import the clients, contacts, open deals and history. We merge duplicates and keep notes attached to the right client.

Does it connect to QuickBooks, Outlook or Gmail?

Yes. Quotes and invoices can go to QuickBooks Online, emails can be logged from Outlook or Gmail, and visits and tasks can show up in your calendar.

Can each rep see only their own deals?

Yes. We set the roles with you. Usually reps see their own deals, managers see the whole team, and an admin manages the price list and the users.

Does it work on a phone?

Yes. Try the demo on your phone: the board scrolls sideways and you press and hold a card to drag it, or use its menu. Reps can log a call or check their next step between two visits.

How are quotes and taxes handled?

Quotes are built from your price list with a quantity and a frequency for each service. GST and QST are calculated automatically, the quote is sent from the CRM and saved on the deal, and you see when the client opens it.

How much does it cost and how long does it take?

It depends on your stages, your integrations and the number of users. A first version of a CRM like this one usually takes a few weeks. Tell us how your team sells and we will come back with a quote and a schedule.

Live demo · Sales CRM

A sales pipeline built around how your team sells

Drag deals from one stage to the next, open a contact, log a call and send a quote. The totals follow along. This is the kind of internal tool we build to replace spreadsheets.

Get a CRM built for your team How it works

Éclat · Sales

Signed in as Marie-Claude Tremblay

Open pipeline: $332,600; 11 open deals
Weighted forecast: $124,905; Value × chance of closing
Won this month: $26,200; 2 deals
Win rate: 67%; 2 won of 3 closed

Drag a card, or press and hold on a phone. Each card also has a Move to menu.

New lead

3 deals, $74,70010% chance

Evening cleaning, 3 nights a week
$24,600Owner: Marie-Claude Tremblay
- Healthcare
- Recurring
Next step: First call to qualifyLate · Today 14:00
1 d in this stage
Daily cleaning of the locker rooms
$31,200Owner: Jean-François Roy
- Recurring
- Urgent
Next step: Call Kevin backTomorrow 09:30
3 d in this stage
Offices and kitchen, 5 days a week
$18,900Owner: Amira Benali
- Referral
- Recurring
Next step: Call Léa to book a visitLate · Today 16:30
New in this stage

Contacted

3 deals, $84,70025% chance

Two office floors and windows
$28,400Owner: Marie-Claude Tremblay
- Recurring
Next step: Book the site visitSat, Nov 14 10:00
5 d in this stage
Warehouse floors and offices
$46,500Owner: Jean-François Roy
- Multi-site
- Recurring
Next step: Send references from other warehousesLate · Yesterday 15:00
8 d in this stage
Weekend cleaning of the studios
$9,800Owner: Amira Benali
- Recurring
Next step: Confirm the visit dateTomorrow 13:00
2 d in this stage

Site visit

3 deals, $124,90050% chance

Common areas and dining room
$52,800Owner: Marie-Claude Tremblay
- Healthcare
- Recurring
Next step: Site visit with MichelTomorrow 10:30
4 d in this stage
Showroom and service bays
$33,700Owner: Jean-François Roy
- Recurring
Next step: Prepare the quoteLate · Today 17:00
6 d in this stage
Lab cleaning to health standards
$38,400Owner: Amira Benali
- Healthcare
Next step: Site visitSat, Nov 14 08:30
3 d in this stage

Quote sent

2 deals, $48,30070% chance

Offices, 2 nights a week
$19,200Owner: Marie-Claude Tremblay
- Recurring
Next step: Follow up on quote #1038Tomorrow 11:00
6 d in this stage
Cleaning 3 days a week, with disinfection
$29,100Owner: Amira Benali
- Recurring
- Referral
Next step: Call Chantal about the quoteLate · Tue, Nov 10 10:00
9 d in this stage

Won

2 deals, $26,200

Clinic, 3 evenings a week
$19,800Owner: Jean-François Roy
- Healthcare
- Recurring
Next step: Plan the first cleaningSun, Nov 15 18:00
3 d in this stage
Deep clean before reopening
$6,400Owner: Marie-Claude Tremblay
- One-time
No next step
1 d in this stage

Lost

1 deal, $14,200

Store and stockroom, weekly
$14,200Owner: Amira Benali
- Recurring
4 d in this stage

Nettoyage Éclat is a fictional cleaning company. Its clients, deals and prices are made up, and nothing you do here is sent anywhere.

Get a CRM built for your team How it works

What is in this demo

Each part you just tried is something we build around the way your own team sells.

A board with your stages

Your stages, in your words. Drag a deal to the next column, or use the Move to menu. Each column shows how many deals it holds and what they are worth.

The numbers managers ask for

Open pipeline, weighted forecast, won this month and win rate are calculated from the deals on the board. Filter by rep and they follow.

The whole client on one card

Company, contact, phone, email, the deal and every call, email and visit in order. Anyone on the team can pick up where a colleague left off.

Calls and tasks that set the next step

Log a call in a few taps. The card shows what comes next and when, and turns red when it is late, so no lead goes cold.

Quotes built from your price list

Pick the services, the quantity and how often. GST and QST are calculated, the email is written for you, and the quote is filed on the deal.

Know when the client reads it

When the client opens the quote, it shows up in the timeline. Your rep calls back while the price is still fresh in their mind.

Who it is for

Sales teams

Three to thirty reps working out of spreadsheets and email threads. Everyone sees the same pipeline, and managers stop chasing weekly updates.

Service companies

Cleaning, landscaping, HVAC, renovation: businesses that visit the site, price the job and follow up. The CRM follows that same path.

Distributors

Reps who manage accounts and recurring orders. Track opportunities per client, quote from your price list and see what each territory brings in.

How we build yours

We start from the way your team sells today, not from a generic template.

1
We map your sales process
A working session with your sales team: your stages, what has to happen before a deal moves forward, and the numbers you need each week.
2
We import your data
Clients, contacts and open deals come from your spreadsheets or your current tool. We merge the duplicates on the way in.
3
We connect your tools
Email and calendar (Outlook or Google), QuickBooks for quotes and invoices, and your website forms for new leads.
4
We set the roles and train the team
Reps see their deals, managers see everything, an admin manages the price list. Then we train the team and adjust after the first weeks.

Built to be used every day

Works on a phone between two site visits as well as on a desktop at the office.
Drag and drop with a mouse, a finger or the keyboard, plus a menu for those who prefer it.
Roles and permissions: each person sees what they should, nothing more.
Hosted in Canada, with daily backups and a full history of changes.
Quebec taxes calculated on every quote: GST 5% and QST 9.975%.
French and English on every screen, email and quote.

Frequently asked questions

We build the product. You ship the outcome.

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