Keep every deal next to the product you are actually selling.
Sales is a compact project CRM: leads, clients, an inbound email review queue, a history of saved sales approaches, lead forms, and a Training tab, all living 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, what was agreed, and which inbound emails still wait for a person.
- 01
Create a lead for a reusable client with a deal size, priority, labels, notes, checklists, files, and custom fields, or convert a lead-form submission into a client and deal.
- 02
Move leads across New, Active, and Closed with your own sub-status lanes in List or Board view, grouped by status or owner, with the same filters the team uses for tasks.
- 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. It receives email and captures leads; it does not run outbound sequences.
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