• Company : CloudStack - A US-based SaaS tool that helps small businesses manage their invoicing. ~20 employees. Sells to US SMBs (small businesses). Monthly plans from $49–$199/month.
• The Challenge: No existing CRM. Sales team tracking deals in a spreadsheet. No visibility into pipeline health or lead source performance.
• Customer Types - 1. Inbound leads 2. Cold outreach targets 3. Churned customers
• Heres a breakdown of everything I built:

Pipelines

• Created 3 pipelines for the different leads ;

          **1. Inbound Sales pipeline** 
  

• These are customers who showed interest on their own .They approached Cloudstack

• Stages: New Lead → Contacted → Demo Scheduled → Demo Done → Proposal Sent → Closed Won / Closed Lost

       **2. Outbound Sales pipeline** 

• These are customers the sales team went looking for.
• First Touch Sent → Reply Received → Qualified → Demo Scheduled → Proposal Sent → Closed Won / Closed Lost

        **3. Churn Recovery pipeline**