- 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
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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**