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CRM

From first hello
to signed and started.

Accounts, contacts, leads and a pipeline for every opportunity, in the same workspace as the work that starts when a deal is signed.

Join early access See what it does

What it does

Sales and delivery, on the same page.

Leads, accounts, contacts and a pipeline, in the same workspace as your boards, tickets and hours.

Pipeline

Every opportunity, one stage at a time.

Opportunities move through the stages you set up, from Lead to Won, and each stage keeps a running total. Moving a deal forward is the same drag as moving a card on a board.

  • Your stages, your processName the stages the way your team sells.
  • Won or lost, with the reasonClose every deal with an outcome you can look back on.

Accounts and contacts

The whole relationship on one page.

An account holds the people you work with, every opportunity, and the notes from each conversation. Qualify a lead and it becomes an account, a contact and an opportunity in one step.

  • One-step conversionLead to account, contact and opportunity without re-typing anything.
  • The work, right thereThe customer's tickets and meetings sit on the same page.

The handoff Coming soon

Won on Friday, started on Monday.

When a deal is marked Won, start its delivery board from the opportunity. The account, the contacts and what was sold come with it, so the team doing the work starts with the whole story.

  • Nothing lost in the handoffScope and contacts travel with the deal onto the board.
  • Same permissionsCRM records follow the same roles and project access as everything else.

One customer

The account you sold is the account you serve.

Sales, delivery, support and billing will share one record per customer, so nobody asks a client the same question twice.

  1. CRMDeal won$48k · Portal launch
  2. ContentDelivery board14 items · 3 groups
  3. Service DeskTickets2 open · SLA on track
  4. Time & BillingHours38.5h · billable

Everything inside

The whole of CRM.

  • Relationships

    • Accounts and contacts
    • Notes and activity history
    • Tickets and meetings linked to the account

  • Leads

    • Capture and qualify leads
    • Convert to account, contact and opportunity in one step
    • An owner on every lead

  • Pipeline

    • Stages you define
    • A running total per stage
    • Won and lost, with the reason
    • Drag deals between stages

  • Handoff · planned

    • Start a delivery board from a won deal
    • Account and contacts carried across
    • The same permissions as the rest of the workspace

Better together

Works with the rest of your work.

Sell where you deliver.

CRM is $15 per user a month, in the same workspace as the rest of Pinboard. Join paid early access and add it for the people who sell.

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Paid early access. We'll contact you with availability and next steps.

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