Sales CRM

A lightweight CRM for a sales team. Opportunities move through a pipeline and carry an amount weighted by their probability; the AI assesses their risk and advises on the next action from the notes. Interactions with clients are logged and summarized, and companies roll up what they represent.

4 tables

Opportunities 6 sample rows

A possible sale, from discovery to signature or to being dropped.

• Name Short text
• Stage Single select
• Amount Number
• Probability (%) Number
• Weighted amount Formula
• Expected close date Date
• Owner Person
• Notes Long text
• ✦ Risk Single select
• ✦ Recommended next step Short text
• Company → Companies
• Contact → Contacts

Name	Stage	Amount	Probability (%)	Weighted amount
Gulf Coast Chemical — maintenance software	Negotiation	€48,000.00	70
Martin & Sons Optical — POS and loyalty	Proposal	€9,500.00	50
Atlantic Health — patient portal	Qualification	€120,000.00	25

Companies 5 sample rows

Customer and prospect accounts.

• Name Short text
• Industry Single select
• Size Single select
• City Short text
• Website URL
• Opportunities Count
• Amount in play Rollup

Name	Industry	Size	City	Website
Gulf Coast Chemical	Manufacturing	Mid-market	Houston	https://gulfcoastchemical.example
Martin & Sons Optical	Retail	Small business	Austin
Atlantic Health Partners	Healthcare	Enterprise	Boston	https://atlantichealth.example

Contacts 5 sample rows

The people we talk to at our customers.

• Name Short text
• Title Short text
• Email Email
• Phone Short text
• Decision role Single select
• Send email Button
• Company → Companies

Name	Title	Email	Phone	Decision role
Nicole Perry	Director of Purchasing	n.perry@gulfcoastchemical.example	(713) 555-0101	Decision-maker
Julian Martin	Owner	julian@martinandsons.example	(512) 555-0102	Decision-maker
Dr. Helen Robbins	Chief Information Officer	h.robbins@atlantichealth.example		Influencer

Interactions 5 sample rows

Calls, meetings, demos: what was said, and when.

• Subject Short text
• Type Single select
• Date Date and time
• Notes Long text
• ✦ Key takeaways Short text
• Opportunity → Opportunities

Subject	Type	Date	Notes	Key takeaways
Software demo	Demo	9/19/26, 10:00 AM	Demo in front of four people. Very positive reception on the scheduling features; questions about importing historical data and about hosting the data in the US.	Positive reception, questions about importing historical data and hosting.
Check-in on the proposal	Call	10/6/26, 2:30 PM	The director of purchasing thinks the offer is pricey. A competitor is offering 15% less. She's expecting a concession before the end of the month.	Offer seen as pricey, cheaper competitor, concession expected before month end.
Loyalty program walkthrough	Meeting	10/1/26, 9:30 AM	Meeting at the store. The owner wants digital loyalty cards and a birthday text message sent to customers.	Requested digital cards and birthday text messages.

What the AI computes

• Opportunities › Risk

  Here are a rep's notes on an opportunity at the "{{Stage}}" stage, worth {{Amount}} €: {{Notes}} What is the risk of not closing it?

• Opportunities › Recommended next step

  In one sentence of 15 words or fewer, what is the single most useful next sales action to move this opportunity forward (stage "{{Stage}}")? Notes: {{Notes}}

• Interactions › Key takeaways

  Summarize the key takeaways of this sales interaction in 20 words or fewer: {{Notes}}