Web app example · a small sales team
This CRM example connects contact records with sales opportunities, values and next actions. A five-stage board gives a small team a shared view of where deals stand and which conversations need attention.
The stages should describe the team’s real sales process, not generic labels copied from another business. Agree what moves a deal forward, keep contact details current, and record a next action so an opportunity does not disappear between meetings.
Cleo is opening to founders in small batches. Join the waitlist and we'll save your spot.
Updated
A lightweight contact manager links people to deals on a five-stage board, with deal values and next actions in a signed-in workspace. Use the sample to name the audience, the main action, and the smallest useful first version. Cleo HQ then helps turn your own brief into a product plan and a working build.
Choose stages that reflect observable progress, such as a qualified conversation or a proposal sent, rather than a person’s optimism about a sale. The example uses five columns, but the names and entry rules should come from your process. If teammates disagree about where a deal belongs, clarify the stage definitions before adding more fields or reports.
The link keeps the opportunity connected to the person involved, making it easier to see who spoke with the customer and what was discussed. The sample includes values and next actions as well, so the team can review both the commercial opportunity and its immediate follow-up. Decide how to handle multiple contacts on one deal if buying decisions involve several people.
Write a specific step with an owner and a time frame, such as sending the requested details or arranging a follow-up call. “Check in” is less useful when no one knows when or why. The example gives each deal a next-action field; make it part of the team’s regular review so overdue opportunities are visible.