Sales Pipeline
Move deals through stages from Lead to Won and see the total value at each stage.
All work
CRM & Sales Pipeline
Concept Mockup · CRM
Sample screens for a CRM for corporate sales teams: every deal stage in the pipeline, follow-up appointments and sales against target on a single page.
Open MockupSample screens
Sample screens (mockup) designed by our team. All data is fictional. Click "Open Mockup" and use the left-hand menu to explore other pages.
Sales overview and AI daily summary
AI Sales Assistant — lead scoring and email drafting
Sales pipeline as a 5-stage Kanban board
Customer page and AI next-step suggestions
Appointments and AI meeting summaries
Sales reports and AI end-of-quarter forecast
Quotations with details and status
Customer page on mobile
The challenge
- Customer data is scattered across each salesperson's files and chats.
- Nobody can see which stage each deal is stuck in or what it is worth in total.
- Customer follow-ups are forgotten and contract renewals are missed.
- Managers have to wait until month end for sales reports.
What we built
Customer and contact records
Conversation history, quotations and contracts kept with each customer.
Appointments and follow-ups
Reminders for today's tasks and anything overdue.
Quotations
Create quotations in the system and track their approval status.
Sales reports
Monthly sales, win rate and sales against target by team.
AI Sales Assistant
Scores leads, suggests next steps, summarises meetings, drafts emails and forecasts sales.
Technology
Mockup
Production system (recommended)