SALES & CUSTOMER RELATIONSHIPS

Sales pipeline

Track deal value, stage, owner and the next follow-up.

Preview the workflow Open workspace

Workspace availableUse your company records in CrewTend. The interactive example below uses sample data.

Field technician reviewing job information on a mobile device — Sales pipeline · connected to the work behind the record

A PRACTICAL EXAMPLE

An incoming service opportunity.

Click each step to see the information your team brings in, the review they make and the record they keep.

crewTendInteractive product preview · sample data

Connected work record

Prepare the record

An incoming service opportunity

Stage
value
owner
next action and expected close date

Prepared for the field

What your team captures

Stage, value, owner, next action and expected close date.

What your team does

Move the opportunity as you qualify, estimate and follow up.

What stays connected

A visible sales handoff and a record of the outcome.

Explore the product in action Plan your setup

Know what to expect.

Where does this fit in the workday?

Start with an incoming service opportunity. Move the opportunity as you qualify, estimate and follow up. The result is a visible sales handoff and a record of the outcome.

What needs to be configured?

Set up the company, user roles and relevant customer or job records. Review the workflow with sample data before your first live use. External delivery, AI and payment actions use your company’s configured services.

Product readiness Ask about setup

Can the whole team use the same record?

Office and field workflows share related company records within the access granted to each user. Keep sensitive internal notes separate from customer-facing documents and explicitly shared attachments.

Security & access

THE NEXT STEP STAYS CONNECTED