A sales pipeline your team will actually keep updated

Start with a clean opportunity pipeline, contact records, follow-up reminders and a simple performance view. Rename every field and stage around the way your team sells.

Creates an editable copy in your Zippy workspace

Lightweight CRM

CRM

Live template

Open opportunities

$184k

Pipeline value

Actions due

New

Northstar

$24,000

In progress

Acme Group

$18,500

Closing

Field & Co

$31,000

Included

A working first version

Lead and company records

Custom pipeline stages

Owners and next actions

Pipeline value dashboard

Search and filters

Keep exploring

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