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Tervane built-inCatalog v1operations

CRM pipeline

A sales owner advances an opportunity with a recorded next action.

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soft saasCRM pipeline

Accounts · Opportunities · Follow-ups · Activity

Designed forSmall B2B sales teams
Intended outcomeA sales owner advances an opportunity with a recorded next action
Included shapeAccounts · Opportunities · Follow-ups · Activity

Provenance

Source
Built into the Tervane starter catalog
Maintainer
Tervane
Catalog version
1
License
Included for use in generated Tervane projects

Verification scope

Starter contract and visual direction only; every generated project must pass its own build and release evidence.

  • The starter supplies an initial product prompt and visual direction.
  • It is not a pre-published customer app, usage benchmark, review, or compliance claim.
  • Your generated routes, data, permissions, providers, and release are planned and checked independently.
  • Remixing creates a separate project; it does not mutate a shared upstream app.
Generation brief

What this starter asks Tervane to build

Create a CRM pipeline for a small B2B sales team with company and contact records, a five-stage opportunity board, deal values, owners, next actions, overdue follow-ups, activity history, notes, search, filters, and manager reporting. Seed realistic records and make the daily review and deal-update workflows actually usable.

Related curated starters

Client portalA client submits, reviews, or approves the next project itemFinance dashboardAn operator identifies and completes the next finance review actionInventory operationsAn operator records stock movement or resolves a reorder alert