Sales Pipeline
Follow every deal from first contact to close. An account manager keeps each deal’s stage, value and next follow-up, tells you who to call today, and keeps a weighted forecast you can plan the month around.
Try it
This is the project’s page running on sample data in your browser. It doesn’t connect to Gezel or to your files.
See it full size, with its companion, in the apps library · Open the demo in a new tab
Crew it sets up
| Gezel template | Crew lead |
|---|---|
| account-manager | Yes — leads the project |
| researcher | No |
Craftbooks it installs: proposal-sow, meeting-prep-brief, lead-enrichment