Your CRM's pipeline, with the deals nobody is working pulled out.

For a sales team already on a CRM. The pipeline read from your CRM onto one page: totals, open deals by stage, what closes this month, and the deals table with views for stale deals and deals with no next step. A hygiene worksheet lists what needs cleaning up.

Quoted before any work starts. First built for the Heleos VDC command center.

What is on the screen

• Pipeline totals at the top
• Open pipeline by stage and closings by month
• This week's closing dates on a calendar
• A deals table with saved views: stale, no next step, closed won
• Deal tasks by owner
• A hygiene worksheet

What you do with it

• Start the week from the stale-deals view
• Open a deal and fix it in place
• Hand each owner the list of what to clean up

A good fit when

• The CRM is full, and nobody trusts it
• Deals sit in a stage for months
• The pipeline meeting is spent finding the numbers

What it connects to

• Zoho CRM today
• HubSpot or Salesforce, quoted

Questions

Are the screens real?

Yes. Each tour is made of screenshots of the working product. The business in them is made up, and so is every name and number, so no client's records are shown.

Can I buy one tool without the rest?

Yes. Each tool is quoted on its own. Take one, a few, or the whole dashboard.

What does it cost?

It depends on what it has to connect to, so each one is quoted in writing before any work starts. The first call is free and takes 30 minutes.

Is there a simple version?

Yes. A command center set up in 24 to 48 hours for one flat price is in the Shop. The tools marked Simple here come from that kind of build.

Whose accounts does it run on?

Yours. It is built on accounts you own, with your records, and it is yours to keep.

Does an AI agent ever send or change anything on its own?

Nothing is sent, posted or paid without a person. Most skills here only read and draft. One, Quote Request Triage, also creates the folder and the CRM record for each request, because that is its job. Anything that writes to your systems is spelled out in the quote first.

Sales Dashboard · Pipeline Board · Contacts and Leads · KPI Page · Outreach Desk · Lead Source Analytics · Estimating and Proposals · Estimating Workbench · Sales Metrics