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CRM

Pipeline

A lightweight CRM concept for a B2B services team managing leads, follow-ups and quotations.

Demo project
Pipeline CRM board with deals organised into lead, discovery, proposal, negotiation and won columns

More screens

  • Contact record with activity timeline, deal stage and tasks

This is a demo project created to illustrate our approach. It was not built for a client, and the business scenario described is hypothetical.

Overview

Pipeline explores a CRM stripped back to what a small sales team uses every day: leads, stages, tasks and quotes.

The challenge

Leads arrive from several channels, follow-ups live in personal inboxes and managers can't see the pipeline.

Our approach

  1. 1

    Captured leads from website forms and email into a single inbox.

  2. 2

    Designed a pipeline board with clear stage definitions.

  3. 3

    Added follow-up reminders and an activity timeline on every contact.

  4. 4

    Planned quotation templates that convert into invoices once accepted.

Key features

  • Unified lead inbox

    Website and email enquiries in one place.

  • Pipeline board

    Visual stages with deal values and owners.

  • Follow-up reminders

    Next-contact dates and daily task lists.

  • Quotations

    Branded quotes generated from saved line items.

More work

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Have an idea? Let's build it together.

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