CRM
TEMPLATE

Sales CRM

Move deals through a pipeline board with a weighted forecast and a follow-up on every open deal.

Sales by Cordango Works like Pipedrive
FIG.01

What it does.

A pipeline that moves. Deals on a board, a weighted forecast, and the next follow-up on every open deal so nothing goes cold. The job Pipedrive does, on a core you own with your own people as the deal owners.

  • BOARD Drag deals across your stages, each column summed by value
  • FORECAST A weighted forecast that updates as probability and value change
  • FOLLOW-UP The next step and its due date on every open deal
  • ACTIVITY Every call, meeting and email logged against the deal
  • LEADS A leads inbox you qualify and convert to a deal in one click
  • INSIGHTS Pipeline by stage and owner, every number a click from the deals
sales_crm · dealsPipeline board
Sales CRM template on Cordango showing the deal pipeline as a drag-and-drop kanban board grouped by stage
FIG.02

A closer look.

sales_crm · dealOne deal, full history
Deal detail hub in the Sales CRM template on Cordango with value, stage, status flow and an activity timeline
sales_crm · insightsPipeline analytics
Pipeline analytics dashboard in the Sales CRM template on Cordango with a funnel by stage and win and loss charts
FIG.03

Part of your company, not another silo.

Every template lands on the same secure core. The people in Sales CRM are the same directory as the rest of your apps, so the data lines up instead of living in yet another login.

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See it on your company.

Watch Cordango stand up a company and load Sales CRM with your own people and data, live, in about 30 minutes.

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