Keep every deal next to the product you are actually selling.
Sales is a compact project CRM: leads, clients, and an inbound review queue that live beside the specification, the tasks, and the team that delivers what was promised.
Product walkthrough
Sales, in context.
Demo project data shown for illustration.
Screen 01 / 03
Lead pipeline
Veloway pilots move from new to won across custom sub-status lanes.
The working path
A focused loop around the same project context.
A founder running early pilots wants one place to track which fleet operators are in play, who owns each deal, and what was agreed, without a separate CRM drifting away from the product.
- 01
Create a lead for a reusable client with a deal size, priority, labels, notes, checklists, files, and custom fields.
- 02
Move leads across New, Active, and Closed with your own sub-status lanes in List or Board view, grouped by status or owner.
- 03
Assign an owner, set reminders, and let assignment notices land in the owner's Inbox with the editable lead beside them.
Using Sales
Sales is deliberately lightweight: a project pipeline beside the spec, not a marketing-automation suite. Inbound client email arrives in a review queue, where known senders link to their client and everything else waits for a person.
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