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K-CRM / FEATURES / SALES PIPELINE

Simple sales pipeline and project CRM

See what’s moving. Know what needs you.

A sales pipeline is most useful when the team can understand it at a glance. K-CRM gives opportunities a visible stage, a value, an owner and a link back to the customer.

From first hello to signed yes

Create a deal, add a description and value, and assign a colleague. Move it between stages with the stage selector on its card. Start with New, Qualified, Proposal, Won and Lost, or have an admin choose stages that match your process.

The relationship behind the opportunity

Link a deal to a contact. The opportunity then appears in that contact’s related work, alongside projects and tickets. Your notes and conversations stay on the contact record, where the team can find the context.

Make delivery visible

After the sale, a separate project board helps you track the work. Default stages cover Planned, In progress, Review and Complete. Admins can change them, provided existing records are moved before a stage is removed.

Keep customer requests connected

A ticket board gives customer questions a title, description, owner and status: Open, In progress, Waiting or Closed. It records and organises requests; it does not automatically send support messages.

Choose a useful currency

Workspace settings support GBP, USD, EUR, CAD, AUD, NZD, ZAR and INR for deal displays. Changing the currency changes the label, not the saved amount. Subscription billing remains in GBP.

A workspace includes 2,000 combined deals, projects and tickets. See pricing or try the fictional pipeline demo.

Make a little room for better work.

Try K-CRM free for 14 days. No card needed. Then £10 + VAT per user, per month.

Start your free trial ↗ Explore the demo