Sales 🟡 PREVIEW - CRM Pipeline
Lead to close sales pipeline with kanban board, activity tracking, and forecasting
Overview
Sales CRM manages the entire sales pipeline from lead generation to deal closure. Track contacts, log activities, forecast revenue, and manage deals through customizable pipeline stages — all powered by AI assistance.
Features
Pipeline
| Capability | Description |
|---|---|
| Kanban Board | Visual pipeline with drag-and-drop stages |
| Stages | Configurable deal stages (Lead, Qualified, Proposal, Negotiation, Won, Lost) |
| Filters | Filter by rep, value, date, or stage |
| Sorting | Sort by value, date, probability, or name |
Contacts
| Capability | Description |
|---|---|
| Manage | Create, edit, and organize contacts |
| History | Full interaction history per contact |
| Segments | Group contacts by criteria |
| Import/Export | CSV and vCard support |
Activities
| Capability | Description |
|---|---|
| Calls | Log phone calls with notes |
| Emails | Track email correspondence |
| Meetings | Schedule and record meetings |
| Tasks | Create and assign follow-up tasks |
Forecast
| Capability | Description |
|---|---|
| Predictions | AI-powered revenue predictions |
| Targets | Set and track sales targets |
| Trends | Visualize pipeline trends over time |
| Reports | Revenue and conversion reports |
Keyboard Shortcuts
| Shortcut | Action |
|---|---|
Ctrl + P | Open pipeline view |
Ctrl + C | Create new contact |
Ctrl + D | Create new deal |
Ctrl + A | Log new activity |
Ctrl + F | Search pipeline |
Ctrl + R | Open forecast |
Ctrl + N | Create new task |
Esc | Close current panel |
Sales via Chat
User: Show my pipeline
Bot: Your Sales Pipeline:
| Stage | Deals | Value |
|---|---|---|
| Lead | 12 | $45,000 |
| Qualified | 8 | $120,000 |
| Proposal | 5 | $85,000 |
| Negotiation | 3 | $95,000 |
| Won | 6 | $210,000 |
Total Pipeline: $555,000 across 34 deals
Top deal: Enterprise License — $75,000 (Negotiation)
Would you like to drill down into any stage or view specific deals?
User: Create a new deal
Bot: I’ll create a new deal for you. Please provide:
- Deal name — e.g., “Acme Corp Annual License”
- Contact — Who is the primary contact?
- Value — Estimated deal value
- Stage — Current pipeline stage
Or I can extract this from a recent email conversation.
API Reference
| Endpoint | Method | Description |
|---|---|---|
/api/sales/pipeline | GET | Get full pipeline overview |
/api/sales/pipeline/stages | GET | List pipeline stages |
/api/sales/deals | GET | List all deals |
/api/sales/deals | POST | Create new deal |
/api/sales/deals/{id} | GET | Get deal by ID |
/api/sales/deals/{id} | PUT | Update deal |
/api/sales/deals/{id} | DELETE | Delete deal |
/api/sales/deals/{id}/stage | PUT | Move deal to stage |
/api/sales/contacts | GET | List all contacts |
/api/sales/contacts | POST | Create new contact |
/api/sales/contacts/{id} | GET | Get contact by ID |
/api/sales/contacts/{id} | PUT | Update contact |
/api/sales/activities | GET | List activities |
/api/sales/activities | POST | Log new activity |
/api/sales/forecast | GET | Get revenue forecast |
/api/sales/reports | GET | Generate sales reports |