Pipeline CRM

B2B teams that close work through a deal pipeline — distributors, agencies, and software shops.

Live demoThe only CRM template in this catalog

This live demo is Freehold’s CRM: companies, contacts, a kanban pipeline, activity, tasks, and a sales calendar for meetings, calls, and service visits. It is the template we copy when a customer buys CRM. A real-estate or job-shop version is built in their repo, not listed here as vaporware.

Contacts and companies
Kanban deal pipeline
Activity timeline
Tasks with due dates
Document attachments
Sales team calendar

Open live demo

What to click

Open the CRM workspace and switch Pipeline / Accounts / Deals
Drag a deal between stages on the kanban
Open Calendar and drag a meeting to another rep or day

What we change after you buy

Rename stages and fields for your industry
Add objects you actually sell (properties, retainers, jobs)
Connect email or the tools you already use

Need a different vertical? We customize a copy — we do not keep empty “coming soon” cards in the catalog.