Simple sales pipeline and project CRM

Manage opportunities from enquiry to a decision.

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

From enquiry to a decision

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. Contact conversations stay on the contact record. Each opportunity also has its own notes, recorded changes and linked follow-up tasks. Expected and actual close dates stay separate, and a lost deal captures a reason.

Review sales results and pipeline attention queues.

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.

Keep active work in focus

Archive a deal, project or ticket independently and restore it from the archived view. Its notes and history remain available. Linked tasks stay in Tasks until you complete them. Closed deal results remain in dated reports; archived open deals leave the current pipeline. Archived records still count towards the workspace allowance.

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.