Sales CRM

What it is

A sales CRM for B2B teams that run deals through a visual pipeline. Track every deal from first contact to won or lost, keep companies, contacts and activities in one place, and see your forecast and win rate in real time.

Who it's for

• B2B sales teams of 3 to 30 people
• Sales managers who need a reliable forecast and pipeline visibility
• Founders and account executives who sell high-value deals
• Companies moving off spreadsheets to a structured sales process

What you can do

• Manage deals on a Kanban pipeline with 7 stages, totals and deal counts per column
• Spot idle deals with per-stage limits and a color indicator for the next activity
• Filter the pipeline by owner, source, close date and value range
• Capture leads in a separate inbox and convert them into deals in one click
• Schedule calls, meetings, emails and tasks, and see them in a calendar or grouped by overdue, today and upcoming
• Add products to deals with quantity, unit price and discount
• Mark deals as won or lost, with a required loss reason
• Track open pipeline, weighted forecast, win rate and average deal size on the dashboard and insights pages

App features

How it works

A lead arrives in the Leads inbox and is converted into a deal. The deal gets an owner, value, expected close date and an automatic follow-up activity.

The team moves the deal across the pipeline stages; probability updates by stage. Activities and notes build a timeline on the deal page.

The deal is closed as won or lost, and the dashboard and insights update.

How to set up this template

1. 1
   Click Use App

   Create your Jestor account and install Sales CRM. It works on desktop and mobile.

2. 2
   A lead arrives in the Leads inbox and is converted into a deal.

   A lead arrives in the Leads inbox and is converted into a deal.

3. 3
   The deal gets an owner

   The deal gets an owner, value, expected close date and an automatic follow-up activity.

4. 4
   The team moves the deal across the pipeline stages; probability

   The team moves the deal across the pipeline stages; probability updates by stage.

Integrations and customization

Works on desktop and mobile. Stages, default probabilities, idle limits, labels and loss reasons can be changed without code, and you can add fields, tables and automations to fit your sales process.

• Adjust fields, categories, statuses and rules without code.
• Add screens, reports and automations as the operation needs them.

And that's just the start: you can edit any part of this template and go much further just by asking Jestor's AI. Describe what you need, like a new field, automation, report or integration, and the AI builds or adjusts it for you, no code required.

Frequently asked questions