CRMConceptPipewell
A sales CRM that keeps every deal moving.
A B2B sales CRM for service businesses: a visual pipeline, deal rooms with full activity history, forecasting against quota and follow-up sequences.
- Category
- Sales CRM
- Designed for
- Web
Why Pipewell exists
The problem
Service sales teams track deals in a generic CRM nobody updates, so forecasts are guesses and follow-ups slip after the site visit.
The product
Pipewell makes the deal room the centre of work: stakeholders, next steps and every touchpoint in one timeline, with a forecast managers can trust.
Built for: B2B service companies with 3 to 50 sellers running considered sales with site visits, proposals and several decision makers.
- Drag-and-drop pipeline with weighted values
- Deal rooms with stakeholders and full timeline
- Forecast versus quota with slipping-deal alerts
- Multi-step email, call and LinkedIn sequences
- Proposal tracking: who opened what, and for how long
- Two-way sync with Gmail and Outlook calendars
Walkthrough
A CRM Sellers Actually Keep Up To Date
Built so that updating the CRM is a by-product of selling: emails, calls and document views log themselves.
- 01
Visual Pipeline
Deals by stage with value, probability, next step and owner, with stage totals and weighted forecast.
- 02
Deal Room
Stakeholders with their role in the decision, next steps and a complete timeline of emails, calls and proposal views.
- 03
Forecast Vs Quota
Closed, commit and best-case against quota pace, with a rep leaderboard and slipping deals.
- 04
Follow-Up Sequences
Multi-step email, call and LinkedIn sequences with per-step results and personalisation by the rep.
Every screen
The full experience.
What makes it different
Designed Around The Deal, Not The Database
Everything hangs off the deal: people, activities, documents and tasks, so context is never three clicks away.
Automatic Activity Capture
Emails, meetings and calls sync from mailboxes and calendars, so the timeline fills itself.
Honest Forecasting
Stage probabilities are learned from your own win history, not typed in by hand.
Slipping-Deal Alerts
Deals with moved dates, silent stakeholders or no activity are flagged before the quarter ends.
Team Visibility
Managers see pipeline by rep and stage and can coach from the same screen.
How it’s built
The technology stack.
The architecture we would build this on today, and why each piece earns its place.
- Web app
Next.js (App Router), React, TypeScript, Tailwind CSS
Fast, accessible interfaces with server rendering where it helps
- API
NestJS on Node.js · REST + WebSockets
Typed modules, clear boundaries and live updates for busy screens
- Database
PostgreSQL with row-level security
Relational integrity for money and stock, with tenant isolation in the database itself
- Background jobs
Redis + BullMQ
Imports, emails, reports and integrations run reliably off the request path
- Integrations
Google Workspace and Microsoft Graph APIs
Email, calendar and contact sync without browser plug-ins
- Search
PostgreSQL full-text search
Instant search across deals, people and notes without another service
- Infrastructure
AWS (ECS Fargate, RDS), Terraform, GitHub Actions
Reproducible environments and automated deploys from day one
- Observability
OpenTelemetry, Sentry, structured audit logs
Every error traced and every sensitive change attributable
More inside
Everything A Sales Team Touches Weekly.
Pipeline, deals, forecast and follow-up, designed as one flow.
Tasks & Reminders
A daily list of calls and follow-ups generated from deal next steps.
AI Deal Assistant
Summaries of long threads and suggested next steps, based on how similar deals were won.
Mail & Calendar Sync
Two-way sync with Google Workspace and Microsoft 365.
Permissions
Territories, teams and field-level permissions for sensitive commercial terms.
What comes next
On the roadmap.
What a second release would add once the first one is in real users’ hands.
- 01E-signature on proposals
- 02Quote builder with approval rules
- 03Mobile app for field sales
- 04Commission calculations
- 05Customer success handover
Concept project
Need Something Like This?
This is concept work: the product design, screens and architecture we would start from. If your business needs a CRM shaped around how your team sells, we can scope a first release with you, usually within a week.
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