WEBVTT

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A simple sales CRM: keep every opportunity (deal) with contact, value,
due date, appointment and notes, and see at a glance what is pending.

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The totals at the top show Open pipeline, Closed value, deals due in 7
days, Overdue and Average value.

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Add a deal: title (required), contact name, business name, phone, email,
value in €, lead source (e.g. Meta, Google, Referral), owner and

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due/follow-up date.

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Use the notes or conversation summary to record what was agreed, so you
remember the next step.

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Change status quickly from the list: Pending, Active or Closed.

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Search deals, contacts, phones, emails and notes, filter by status, and
sort (newest, recently updated, closest due date, highest/lowest value).

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Click a deal to edit or delete it. Deleting cannot be undone.

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Deals marked "Overdue" or "Follow-up soon" need contact. Start your day
with them.