# Sales CRM in the App Library

> For the founder who still does most of the selling: a pipeline board where every open deal has a next step and a date, and a forecast weighted by stage.

Source: https://www.cordango.com/marketplace/details/crm/
Language: en

[App Library](https://www.cordango.com/marketplace/)

[All apps](https://www.cordango.com/marketplace/) Sales CRM

Explore

[All apps 21](https://www.cordango.com/marketplace/) [Sales 1](https://www.cordango.com/marketplace/category/sales/) [Finance 7](https://www.cordango.com/marketplace/category/finance/) [People & HR 5](https://www.cordango.com/marketplace/category/hr/) [Operations 2](https://www.cordango.com/marketplace/category/operations/) [Projects 2](https://www.cordango.com/marketplace/category/projects/) [Support 1](https://www.cordango.com/marketplace/category/support/) [IT & engineering 1](https://www.cordango.com/marketplace/category/it/) [Workplace 1](https://www.cordango.com/marketplace/category/workplace/) [Reference 1](https://www.cordango.com/marketplace/category/reference/)

[Company core 4](https://www.cordango.com/marketplace/core/) [Tags 107](https://www.cordango.com/marketplace/tags/)

CRM

# Sales CRM

For the founder who still does most of the selling: a pipeline board where every open deal has a next step and a date, and a forecast weighted by stage.

Add Sales CRM to your workspace

It installs from the App Library inside Cordango and starts working with what you already have.

[Get early access](https://www.cordango.com/start/?app=crm)

When sales is you and one or two others, the pipeline lives in your head, and deals go quiet because nobody wrote down what happens next. My Day shows the follow-ups due today and the ones already overdue. Leads come in through forms you publish on your website and become a deal in one click, and every call, meeting and email is logged against the deal. The customer is the same company record your other apps use. Pipedrive users will recognise the board.

## What it does

-   Drag deals across your stages, each column summed by value
-   A weighted forecast that updates as probability and value change
-   The next step and its due date on every open deal
-   Every call, meeting and email logged against the deal
-   A leads inbox you qualify and convert to a deal in one click
-   Lead forms you build yourself, on your website or filed by hand, with every answer kept on the lead
-   Pipeline by stage and owner, every number a click from the deals

## What's included

### Records

-   Deal
-   Activity
-   Lead
-   Product
-   Product line
-   File
-   Lead form
-   Question
-   Submission
-   Answer

### Workflows

**Deal:** Open · Won · Lost

**Lead:** New · Contacted · Converted · Archived

### Roles

-   Sales Rep
-   Sales Manager
-   Administrator

7 pages · 4 views

## How it connects

Every app here installs on its own and works on its own. Adding a companion is what makes both do more.

### Uses your company core

[DOC Documents a deal owns one documentation space; its pages replace the old note feed](https://www.cordango.com/marketplace/core/documents/) [ORG Organizations The customer a deal is against is an Organization record that existed before the CRM did, so the support queue and the delivery project are already looking at the same one](https://www.cordango.com/marketplace/core/organizations/)

## What it does for you

-   Stage probability: Lead In
-   Stage probability: Contact Made
-   Stage probability: Needs Defined
-   Stage probability: Proposal Made
-   Stage probability: Negotiations Started
-   A lead typed in by hand starts with whoever typed it

## Built by

Cordango

## Category

[Sales](https://www.cordango.com/marketplace/category/sales/)

## Version

1.6.1

## Default role

sales\_rep

## Sample data

Available on install

Can be removed again afterwards

## Tags

-   [crm](https://www.cordango.com/marketplace/tags/crm/)
-   [customers](https://www.cordango.com/marketplace/tags/customers/)
-   [sales](https://www.cordango.com/marketplace/tags/sales/)
-   [pipeline](https://www.cordango.com/marketplace/tags/pipeline/)
-   [deals](https://www.cordango.com/marketplace/tags/deals/)
-   [leads](https://www.cordango.com/marketplace/tags/leads/)
-   [forms](https://www.cordango.com/marketplace/tags/forms/)

## Screenshots

[![Sales CRM on Cordango: the deal pipeline as a board grouped by stage, each column summed by value](https://www.cordango.com/assets/templates/app-sales-crm-deals.png)](https://www.cordango.com/assets/templates/app-sales-crm-deals.png)

Deals on a board, one column per stage

[![Sales CRM on Cordango: open pipeline, weighted forecast, the funnel by stage and won against lost deals](https://www.cordango.com/assets/templates/app-sales-crm-insights.png)](https://www.cordango.com/assets/templates/app-sales-crm-insights.png)

Pipeline, forecast and won against lost