CLIENT & PIPELINE CRM
Clients, leads and deliverables.
A lightweight workspace for tracking accounts, sales opportunities and tasks. It works offline and keeps data on this device.
Private to this browser. Everything here is saved in this browser's local storage. It is not uploaded anywhere and is not shared between devices. Export a backup regularly.
Active clients
0
Total leads
0
Open pipeline
0
Open tasks
0
Client portfolios
Retainer and project clients managed by Vareqsa.
| Company / contact | Industry | Package | Monthly value | Status | Actions |
|---|
Leads pipeline
Move opportunities through New Lead, Contacted, Qualified, Proposal and Won.
| Opportunity | Account | Source | Est. value | Stage | Actions |
|---|
Task board
Deliverables and follow-ups, sorted by due date and priority.