Deal Pulse
SmallCRM · Sales managers and reps
Spot deals stuck in the pipeline and nudge them so forgotten opportunities don't leak revenue.
Built in this build
- Time-in-stage monitoring
- Stalled-deal list
- Next-step suggestions
- Stage thresholds
- Suggests stall reason and next step
- Nudges for idle deals
- Bottleneck and velocity by stage
Vision (needs external services)
- Alert rules
- Calendar and task linking
The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.
Customer features
- Time-in-stage monitoring
- Stalled-deal list
- Next-step suggestions
Admin modules
- Stage thresholds
- Alert rules
AI capabilities
- Suggests stall reason and next step
Automations
- Nudges for idle deals
Analytics & reports
- Bottleneck and velocity by stage
Integrations
- Calendar and task linking
Mobile
- Stalled-deal alerts
Roles & permissions
- Manager
- Rep
CRM →
Deal Deposit
Collect a deposit on won deals so verbal yeses don't cost you money and time.
Quote Craft
Quote creation and approval tracking for small teams.
Handoff Desk
Hand a won customer from sales to onboarding with nothing lost, avoiding a rough start.
Refer Reward
Track customer referrals and rewards so your cheapest sales channel doesn't go unrecorded.
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