Embudo
A lightweight sales CRM foundation built around one job: not losing deals. A kanban funnel, a summary with forecast and goal progress, and a feed of everything that happened along the way.
App FoundationBusiness OperationsSales pipelineKanban funnelManager and rep views
Overview
Close more, guess less.
Every open deal on one board, with the numbers that tell you whether the quarter is on track. Reps work their own deals; managers see the whole team without asking for a status update.
See pipeline value and a probability-weighted forecast at a glance.
Move deals from New to Won or Lost on a kanban board.
Open any deal for its activity history, stage, and value.
Track win rate and progress against the quarterly goal.
Included
What this foundation includes
The whole funnel — first touch to closed deal — ships working out of the box.
Probability-weighted forecast and win rate
Quarterly goal with progress tracking
Kanban board: New, Contacted, Proposal, Won, and Lost
Deal value and count per funnel stage
Deal detail with activity history, stage change, and value editing
Activity feed of everything that happened in the funnel
Manager sees the whole team; rep sees their own deals
Built-in structure
Stages, probabilities, and roles ready to use
Defaults that match how a small sales team actually works — and that Swapps adapts to yours.
Five preset funnel stages, ready to rename
Per-stage probability driving the weighted forecast
Manager and sales-rep demo accounts
Pre-loaded deals and activity history
Customization
What Swapps customizes
This is a starting point, not a rigid off-the-shelf SaaS app.
Custom stages, probabilities, and multiple funnels
Integration with your email, calendar, and billing tools
Automation rules, reminders, and deal assignment
Goals per rep, per team, and per period
Custom reports, dashboards, and export
Granular roles and permissions
Next step
Connect with an ExpertMake it yours.
This foundation is ready to be configured with your stages, your probabilities, and your goals, then deployed for your sales team. Connect with a Swapps expert to scope the build.