SaaS · Sales Ops
Lead and deal pipeline for small teams
01 · Overview
A lightweight CRM built around a visual deal pipeline: capture leads, move them through stages, and keep follow-up from slipping.
02 · Challenge
Small teams tracked leads in spreadsheets and chat threads, so follow-ups were missed and pipeline value was invisible.
03 · Solution
Shipped a stage-based pipeline with lead capture, owner assignment, activity notes, and row-level security so each team only sees its own data.
04 · Results
Real-time
Pipeline visibility
Per stage
Follow-up tracking
RLS enforced
Data isolation
05 · Live Preview
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