CRM & Pipeline — SharpReach
CRM & Pipeline

A CRM Built for Outreach Teams, Not Enterprises

Kanban pipelines, notes, tasks, custom fields, deal forecasting — everything you need to manage relationships without paying $50k/year for Salesforce.

Features

📋

Kanban Pipeline

Drag-and-drop pipeline board. Move deals across stages: Contacted → Replied → Meeting Booked → Closed Won.

📝

Notes & Tasks

Attach notes and follow-up tasks to any contact. Set due dates, assign to team members, never miss a next step.

🏷️

Custom Fields & Tags

Add custom data fields for any industry. Tag leads by campaign, priority, source, or anything you need.

📈

Deal Forecasting

See projected revenue by pipeline stage and deal values. Export reports for clients or leadership in one click.

How It Works

01

Leads Auto-Populate

Replies and interested leads from your campaigns automatically appear in the CRM. Zero manual data entry required.

02

Manage Every Deal

Add notes, set tasks, move deals through stages, and log activity — all from a single contact slide-in drawer.

03

Forecast & Report

Monitor pipeline value, conversion rates, and team activity. Export to CSV anytime for client reporting.

Ready to Get Started?

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