CRM Capability

Sales pipelines that reps actually update

T7 Solution builds custom sales pipelines with kanban stages, per-stage automation, weighted forecasting and AI next-best-action — designed for sales reps, not sales managers.

Overview

Every CRM has a pipeline view. Almost none get updated honestly, because updating is friction and the payoff is invisible. Result: forecasts are fiction and coaching is guesswork.

We build pipelines that reduce friction (mobile-first drag, voice-note updates, auto-fill from calls and emails) and increase payoff (AI next-best-action, coaching prompts, deal risk alerts).

Sales leaders get weighted forecasts, slippage tracking and rep-level heatmaps that show where deals really stall.

What we ship

Kanban stages

Drag-and-drop stages with custom fields per stage, entry/exit rules and stage-level SLAs.

Auto-fill from activity

Calls, emails and WhatsApp threads auto-summarised into the deal record.

Weighted forecasting

Per-stage win probabilities and cohort-based commit / best-case / pipeline splits.

Deal risk alerts

AI flags stalled, ghosted and downgraded deals with reasons and next-best-action.

Playbooks per stage

Checklists, collateral and battle cards surfaced automatically per stage and buyer role.

Manager coaching

Rep-level heatmaps, deal review queues and one-click coaching notes.

How we're different

Mobile-first update UX

Reps update deals from the car — voice notes, one-tap stage moves, no laptop needed.

AI that suggests moves

Next-best-action per deal, backed by cited context — not generic 'follow up' reminders.

Honest forecasting

Weighted, cohort-based and back-tested against your own history — not just stage-multiplier fiction.

Playbook-native

Stage entry surfaces the right collateral and questions — no separate playbook wiki nobody reads.

Tech stack

ReactTypeScriptTanStack QuerySupabasePostgreSQLOpenAIRechartsReact DnD

Frequently asked questions

Can we customise stages per pipeline?

Yes — multiple pipelines with different stages, fields, automations and forecasting rules.

How is forecasting calculated?

Weighted per stage with cohort-based win rates from your own history, plus AI overrides for known-risk deals.

Does it work on mobile?

Yes — the pipeline is designed mobile-first. Reps can drag, update, voice-note and log calls from a phone.

Can it replace our current CRM pipeline?

Yes — either as a bolt-on view over Salesforce/HubSpot/Zoho or as the standalone system of record.

Ready to Build Your AI Product?

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  • · AI feasibility & architecture review
  • · Product / MVP roadmap
  • · Integration & automation strategy