Sales Pipeline CRM
A streamlined CRM system for sales teams to track leads, manage deals, and close more revenue with clarity and accountability.
Complexity Level
Intermediate – requires light team setup and automation configuration.
Features
Deal pipeline with stages (Lead → Proposal → Closed/Won → Closed/Lost).
Automated workflows:
Set
Date Closedautomatically.Assign
Legal POCwhen a deal moves to Proposal.Send Slack notifications for Closed/Won deals.
Team performance view (track revenue contribution by member).
Past 60-day closed deals tracker.
Critical/High-Priority Deals Spotlight View.
Integrated with Slack for wins notifications.
Value
Clearer sales pipeline, automated repetitive tasks, better visibility into revenue-driving activities, and faster deal closures.
Who it's for
Sales teams, agency owners, startup founders, and client acquisition managers.
Deliverables
1 Notion Workspace with:
Deal Pipeline Database
Automations Setup Guide
Team Performance Dashboard
Critical Deals Tracker
