I built this mainly around keeping the sales side organized when you're managing multiple leads and deals.

It has:

→ Follow-ups, so you can quickly see what needs attention

→ Deal health to get a quick overview of how things are progressing

→ Weighted pipeline to estimate the value of your current opportunities

→ Connected companies, contacts and deals

→ Won/Lost views to keep the active pipeline clean

→ A “Why Lost” field to keep track of patterns over time

I’ve been refining the workflow for a while and thought I’d share it here in case it’s useful for anyone managing a similar pipeline.

I’m also doing a small discount for the first 5 people who pick it up