01
PIPELINE BOARD
See opportunities by stage
Use the default sales pipeline, review stage totals, and drag deals between stages as the opportunity changes.
CRM WORKSPACE / 02
Move opportunities through a clear deal pipeline
Give every opportunity a place to go. Create deals, connect the right account context, and move work through stages as conversations progress.
BUFFSEND CRM
CONNECTED WORKSPACE
PIPELINE BOARD
Keep the context close
01
See opportunities by stage
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02
Keep commercial details together
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03
Keep next steps beside the deal
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WHAT’S INCLUDED
Useful CRM structure for everyday outreach.
Keep account context, opportunity details, and next actions connected to the work your team is already doing.
02
DEAL DETAILS
Keep commercial details together
Track a deal name, amount, currency, close date, priority, description, and its linked contact or company.
03
FOLLOW-UP CONTEXT
Keep next steps beside the deal
Add notes, create tasks, and review the deal timeline without losing the context behind the opportunity.
HOW IT FITS
From first conversation to next step
BuffSend keeps opportunity management close to the contacts and email work that create demand.
Deal stages are managed inside BuffSend. External CRM deal-stage synchronization is not currently included.
- 01 Create an opportunity and connect it to a contact, a company, or both.
- 02 Add amount, currency, close date, priority, and a short description.
- 03 Move the deal through pipeline stages as the conversation develops.
- 04 Use notes and tasks to make the next action visible to the team.
ONE WORKSPACE
Keep the next move visible.
Bring contacts, account context, deals, notes, and follow-up into the same workflow.