Nimbus CRM
A ready-to-use CRM foundation for managing customer relationships end to end: contacts, accounts, a configurable pipeline, activities, and notes. Built as a reusable template a team can clone, configure, and deploy.
App FoundationBusiness OperationsSales pipelineReusable templateLaunch plan
Overview
From first contact to closed deal, in one place.
A single source of truth for contacts and prospects, with a visual pipeline that shows where every opportunity stands and which follow-ups are due. Configuration lives outside the domain, so branding, stages, and catalogs change without touching the core.
Centralize contacts, accounts, and their full interaction history.
Track every opportunity through a drag-and-drop pipeline.
Never lose a follow-up with due and overdue activity alerts.
Measure pipeline, weighted forecast, win rate, and rep performance.
Included
What this foundation includes
The full sales cycle — contact to close — ships working out of the box.
Visual kanban pipeline with drag-and-drop stage changes
Opportunities with amount, probability, and close date
Tasks and activities with due dates and overdue alerts
Notes and timeline stamped with author and date
Dashboard with open pipeline, weighted forecast, and win rate
Admin, sales manager, and sales rep roles with scoped views
Pre-loaded demo contacts, opportunities, and activities
Built-in structure
Configurable by design, not by rewrite
Defaults that reflect how a commercial team actually works — and that a team adapts through configuration.
Six configurable pipeline stages with their own colors
Demo accounts for each role, ready to sign in
Brand name, colors, and radius from one configuration point
Seed and reset scripts to return to the initial state
Customization
What Swapps customizes
This is a starting point, not a rigid off-the-shelf SaaS app.
Custom fields for contacts, accounts, and opportunities
Automation rules, lead assignment, and follow-up sequences
Email, calendar, and billing integrations
Multiple simultaneous pipelines and forecasting
Custom reports, dashboards, and export
Granular roles and permissions per team
Next step
Connect with an ExpertMake it yours.
This foundation is ready to be configured with your brand, your pipeline stages, and your business rules, then deployed for your commercial team. It fits the Launch plan. Connect with a Swapps expert to scope the build.