CRM
TEMPLATE

Build a CRM around your sales process.

Move deals through a pipeline board with a weighted forecast and a follow-up on every open deal.

Sales by Cordango Works like Pipedrive
FIG.01

What it does.

A pipeline that moves. Deals on a board, a weighted forecast, and the next follow-up on every open deal so nothing goes cold. The job Pipedrive does, on a core you own with your own people as the deal owners.

  • BOARD Drag deals across your stages, each column summed by value
  • FORECAST A weighted forecast that updates as probability and value change
  • FOLLOW-UP The next step and its due date on every open deal
  • ACTIVITY Every call, meeting and email logged against the deal
  • LEADS A leads inbox you qualify and convert to a deal in one click
  • INSIGHTS Pipeline by stage and owner, every number a click from the deals
sales_crm · dealsPipeline board
FIG.02

A closer look.

sales_crm · dealOne deal, full history
sales_crm · insightsPipeline analytics
FIG.03

Part of your company, not another silo.

Every template lands on the same secure core. The people in CRM are the same directory as the rest of your apps, so the data lines up instead of living in yet another login.

FIG.04

The support queue already knows this customer.

A CRM on its own creates a customer list. Add a helpdesk next to it and that creates a second one, and from then on somebody spends part of every week deciding which of them is right.

Here the customer is an Organization record that existed before either app did. The CRM writes deals against it, the Helpdesk opens tickets against it, and both show the same name, the same address and the same responsible person, because there is only one of them.

  • ONE One Organization record, read by every app that needs it
  • OWNER The account owner is a real person from the company directory
  • NONE No connector, no nightly sync, nothing to reconcile
Globex SE · one recordAcme Ltd
# in the crm ✔ deal Globex SE 42.000 € · stage: negotiation ✔ owner Tomas R. from the company directory # in the helpdesk, the same record ✔ ticket #2841 Globex SE priority: high ✔ opened by Lena K. the same Globex contact
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More templates.

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See it on your company.

Watch Cordango stand up a company and load CRM with your own people and data, live, in about 30 minutes.