From first contact to a won deal.
Companies and contacts, deals in a pipeline with probabilities, activities and task queues for every day, a dashboard with a forecast, and analysis. For complex orders, mind maps help.
live
A kanban by stage, with count, amount and weighted amount in each column header. A deal that sits too long or has no next activity gets flagged. A lost deal records the reason.
| Stage | Prob. | Deals |
|---|---|---|
| Qualification | 10 % | 8 |
| Needs analysis | 25 % | 5 |
| Proposal | 50 % | 4 |
| Negotiation | 75 % | 2 |
A deal is flagged as stuck after 14 to 21 days without movement, depending on the stage.
Activities by type, unassigned ones with a counter, and task queues run by the CRM manager. Write tasks as a list, one task per line.
With mail set up, reminders also arrive by e-mail.
The dashboard shows the open and weighted pipeline, deals won this month and the 90-day win rate. Analysis has 16 ready views, such as the funnel, time in stage or loss reasons, and you can save a result as a report.
Write what you want to see, for example which stage deals get stuck in or why you lose them. AI turns the question into an analysis of deals, stage history and activities: it picks from 10 measures and 30 breakdowns and shows a bar, line or pie chart or a table. When the question is unclear, it offers ways to narrow it down. You can save the result as a report.
needs another module or servicean AI provider, questions count towards the monthly AI limit
AI never sees your data or writes SQL. The analysis runs with your permissions.
Besides notes and links, you can put records from core3 on the map: customers, deals, projects, tasks, employees, contracts, invoices or tickets. A node only holds a reference, so a deal's stage and amount and a customer's tags come from the record, and you open the customer, deal or project straight from the map. A company can also be expanded along its links to departments, people and related companies.
The map is personal and only its author sees it. You can only add records you are allowed to see.
Contact details show how fresh they are, from up to date to out of date. Merge duplicate companies, save your own views and export them to CSV.
| Field | Checked | Status |
|---|---|---|
| 12 days ago | up to date | |
| Phone | 4 months ago | getting old |
| Job title | 14 months ago | out of date |
CRM opens with the CRM manager role. The whole sales team sees customers and deals there, and field rules hide sensitive fields. The AI assistant records an activity only after you confirm.
How permissions workNo embellishment. Each feature says whether it runs straight away, whether an admin switches it on, or what else it needs.
Set up a test environment for your company, such as yourcompany.core3.digital, and explore the modules from the inside.
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