The pipeline board your reps will actually keep up to date.
About this template
Closewell is a working CRM, not a mock-up of one. Sign in, and you land on a board with twenty seeded deals you can drag between Lead, Qualified, Proposal, Negotiation and Won. Every deal opens to its company, contacts, notes, calls, meetings and tasks.
The forecast page turns the board into three numbers a founder recognises: what is committed, what is weighted by stage, and the best case, all against a quota you set in settings. Reports break the same data down by rep and month.
Make it yours by chatting: rename the stages, add fields to a deal, change the quota logic, or swap the sample data for an import of your own.
