Pipeline board
Drag deals from first contact to won. Every column shows its count and total value, so you always know where the money is.
Sales CRM for small teams
Close more deals with less chasing.
Closewise keeps contacts, companies, tasks and the whole pipeline in one calm workspace, so your team spends the day selling instead of searching.
15 open deals worth $500,600 in the sample workspace
Won this month
$63,700
Deal moved to Negotiation
Helios Solar rollout · 2m ago
Everything in one place
The tools a small sales team actually uses
Contacts & companies
One record per person and organisation, with owner, source and tags. Import a spreadsheet in a minute, export any time.
Tasks & follow-ups
Calls, emails and meetings with a due time. My day shows what is due today and what slipped.
Activity timeline
Notes, calls and stage changes land on the contact and the deal automatically, so the next person never starts cold.
Team & roles
Invite reps, give admins control, and decide whether reps see only their own deals or the whole book.
Reports
Pipeline by stage, won revenue by month, win rate by rep and a leaderboard for any date range.
One set of deals, three views
Board when you plan. List when you review. Table when you dig in.
Switch views without losing your filters. Narrow by stage, owner, source, value range or tag, and clear it all in one click.
Board
Drag-and-drop columns with stage totals.
List
Deals grouped by stage with value, owner and days in stage.
Table
A sortable, spreadsheet-style view of every deal, won and lost included.
Results
What teams notice in the first month
- 2.4x
- faster first follow-up on new leads
- 31%
- more deals reach the proposal stage
- 18 h
- saved per rep every month
- 5 min
- to import a spreadsheet of contacts
We moved off three spreadsheets in an afternoon. Now every rep opens My day, sees what is due, and the board shows me exactly where the quarter stands.
Questions
Good to know
Can I try it before signing in?
Yes. Choose View demo and you are inside a sample workspace in one click, with contacts, deals and tasks already in place. No password and no signup.
Who can see which deals?
Admins see everything. Sales reps see their own contacts and deals, or the whole team's if the admin allows it in Settings.
Can I bring my existing contacts?
Yes. Upload a CSV, match your columns to ours, and the contacts and their companies are created. Export is one click on the Contacts page.
Does it work in my currency and timezone?
Set any ISO currency, your timezone and your preferred date format once. Tasks due today and reports follow your timezone.
What happens when someone leaves the team?
Deactivate the member and pick a colleague to take over their contacts, companies, open deals and open tasks. Nothing is lost.