Solutions · Sales, Marketing & Commerce

Sales Pipeline Management

This application helps small to growing businesses manage their sales pipeline, track customer interactions, and organize product catalogs. It provides integrated tools for sales teams to drive growth, engage with customers, and support online commerce.

The FasterOS features it uses

Records and reports

Every form’s records in reports with your columns, filters, time frames, stats and related records.

• Give each team the view it needs
• See totals and averages at a glance
• Detail on demand, without clutter
• The whole story, from one record
• Act without leaving the report

Charts and dashboards

Charts suggested by AI from your data, and dashboard numbers from any form.

• Relevant visuals, anomalies or trends, suggested from the sheet’s own data.
• Save a chart and place it right in the sheet, open or folded away.
• Analytics queries: a total, average, count, minimum or maximum from a form, for today, this month or last year.

The records behind it

Describe it to the Assistant’s App Starter and FasterOS designs it. This is the plan it made from the words “Sales Pipeline Management”: 7 forms that work together, each also a table of records. Yours is designed from your own description, and you can change any of it before anything is made.

Company

Records essential information about client companies and prospective business customers.

• Company Name Text
• Type One choice: Prospect, Customer, Partner, Vendor
• Industry Text
• Phone Text
• Website Text
• Address Long text
• Account Owner Team member
• Status One choice: Active, Inactive, On Hold
• Notes Long text

Contact

Manages contact information for individuals associated with client companies.

Belongs to Company

• First Name Text
• Last Name Text
• Title Text
• Email Text
• Phone Text
• LinkedIn Profile Text
• Notes Long text

Opportunity

Tracks the progress of potential sales deals through various stages.

Belongs to Company

• Opportunity Name Text
• Stage One choice: New, Qualification, Proposal, Negotiation, Won, Lost
• Value Money
• Probability Percent
• Expected Close Date Date
• Lead Source One choice: Website, Referral, Cold Call, Event, Partner
• Opportunity Owner Team member
• Next Step Text
• Notes Long text

Activity

Logs all interactions and communications related to an opportunity or customer.

Belongs to Opportunity and Company

• Type One choice: Call, Email, Meeting, Demo, Follow-up, Task
• Activity Date & Time Date
• Notes Long text
• Outcome One choice: Completed, Pending, Cancelled, No Answer
• Follow-up Date Date
• Assigned To Team member

Product / Service

Catalogs all products and services offered by the business for sales and online commerce.

• Name Text
• SKU Text
• Category One choice: Hardware, Software, Service, Consulting, Subscription
• Price Money
• Description Long text
• Status One choice: Active, Discontinued, Draft

Quote

Generates and manages sales quotes or proposals for opportunities.

Belongs to Opportunity

• Quote Title Text
• Status One choice: Draft, Sent, Accepted, Rejected, Revised
• Total Amount Money
• Issue Date Date
• Expiry Date Date
• Discount (%) Percent
• Prepared By Team member

Media

Stores documents, images, and other files relevant to various records across the application.

Belongs to Company and Opportunity and Quote

• Title Text
• File Image
• Type One choice: Document, Contract, Photo, Presentation, Other
• Description Long text
• Date Date

The reports your team works in

Every form gets a report: the screen where your team finds, adds and edits records, newest first. Here’s what each one shows, and who it’s for.

Company

Contact

Opportunity

Activity

Product / Service

Quote

Media

How it fits together

The data foundation is structured around Companies as the primary customer record. Opportunities and their related activities and quotes belong to companies, with Media documents attachable to key records.

• Contact belongs to Company — to associate individuals with a customer organization.
• Opportunity belongs to Company — every sales deal is associated with a specific customer.
• Activity belongs to Opportunity — interactions are primarily tied to specific sales deals for context.
• Product / Service — no parent, acts as a standalone catalog.
• Quote belongs to Opportunity — proposals are created for specific sales opportunities.
• Media belongs to Company, also belongs to Opportunity and Quote — shared storage for files related to customer accounts, deals, and proposals.

Make it yours in minutes

1. Create a free account, open the Assistant and choose App Starter.
2. Say what you need in a sentence, in your own words.
3. Review the plan: rename forms, add or remove fields, choose their types.
4. Press Create Data Foundation: the forms, a report for each, and a data dictionary are made for you.
5. Put them in an app, give it your theme, and share it with your team or the world.

See how it works

More in Sales, Marketing & Commerce

• Online Stores & E-commerce Checkouts
• Lead Capture Forms
• Marketing Campaign Tracking
• Payment & Invoicing Systems
• Customer Loyalty Programs

Build anything you can imagine

Create a free account and build it the same way, with no code.

No credit card required. Limited trial usage is included; add a card when you turn on paid features.