We’re introducing a Kanban-style Deals Pipeline in Cleave CRM that lets your sales team track opportunities from first contact through to signed contracts. Each deal will be tied to a contact or company, with a clear drag-and-drop board, and built-in tools for sending contracts, estimates, and proposals for the work you’re going to do. Goals • Give you a visual, Kanban-based way to see every deal in your sales pipeline • Make it easy to move deals between stages with drag and drop • Keep all notes, tasks, calls, and documents (contracts, estimates, proposals) tied to a single deal • Let you generate and send documents directly from the deal, and track their status (sent, viewed, accepted, declined) Core concepts Deals • A Deal represents a potential sale or project with a contact or company • Deals have: – A name (e.g. “Website Redesign – Acme Co.”) – An associated contact and/or company – A value and currency – An expected close date – An owner (the salesperson) – A stage in the pipeline Pipelines & Stages • Pipelines are the overall flow your deals pass through (for example: New Lead → Qualified → Proposal Sent → Negotiation → Closed Won / Closed Lost) • You’ll see each stage as a column in a Kanban board • You can drag deals from one column to another to update their stage Contracts, Estimates & Proposals • Each deal can have one or more attached documents: – Estimates (quotes, cost breakdowns) – Proposals (scope, deliverables, pricing) – Contracts (agreements, terms, signatures) • Documents can be created from templates and customized per deal • You’ll be able to send these documents directly from the deal and track their status Activity & History • Each deal will show a full history of: – Notes – Tasks – Calls (from the built-in telephony system) – Emails related to the deal (where supported) – Documents sent and their status What you’ll be able to do 1. See your entire pipeline at a glance • View all active deals in a Kanban board • Filter by owner, value, close date, or stage • Quickly spot deals that are stuck or overdue 2. Create and manage deals • Create a new deal from a contact, company, or directly from the pipeline view • Set deal value, expected close date, and assign an owner • Add notes, log calls, and create tasks right from the deal card 3. Drag and drop deals through stages • Move deals between stages by dragging and dropping on the board • Update deal status automatically when it hits key stages (for example, “Proposal Sent” when a proposal is sent from the deal) 4. Attach and send estimates, proposals, and contracts • Generate an estimate, proposal, or contract from a template • Fill in key details like scope, pricing, and dates • Send documents directly from Cleave CRM to your customer • See whether a document is: Draft, Sent, Viewed, Accepted, Declined 5. Track deal health and progress • See a quick summary on each deal card (value, stage, owner, age) • Open any deal to view: – Activity timeline (notes, tasks, calls) – Related documents and their statuses – AI summaries of interactions, where available 6. Work naturally with contacts & companies • Start a deal from a contact or company page with one click • See all deals related to a contact or company in their record • Quickly jump between the company/contact and the deal Future enhancements (post-MVP) After the initial release, we plan to explore: • Multiple pipelines (e.g., New Business vs Renewals) • Weighted pipeline and forecast views • More advanced document templates and e-signature options • Additional reporting on win/loss reasons and conversion rates In plain terms This new section will give you a simple, visual way to manage your sales pipeline and all the paperwork that goes with it. Instead of chasing notes, spreadsheets, and scattered documents, your team will have one place to move deals forward, send proposals and contracts, and see exactly what needs attention next.
