Sales

Sales and CRM, from first reply to signed proposal

Interested replies open deals on their own, every deal carries a dated next step, and a proposal ends in a signature that wins the deal and drafts the invoice. People, deals, mail, calls and tasks share one record.

Try Coding Cords

14 days, up to 10 people, no card

Features last checked 14 October 2026. Products change; tell us if something is out of date.

What it does

What a sale looks like in Coding Cords

Ten things your team does every week, each as it works today.

Replies to deals

A warm reply becomes a deal without anyone copying it over

When someone answers a campaign with interest, the AI reply sorter marks the reply Interested. The person moves into the CRM with their organisation, stops getting campaign mail, and a first deal opens.

Every person and organisation has a stage: Lead, Interested, Customer or Former customer. Stages only rise on their own, so a customer who shows interest again stays a customer.
Leaving Lead takes a person out of every campaign for good, so a client is never cold-emailed.
If an open deal exists already, no second one is made.
Other ways in: a Move to CRM step in a campaign sequence, labelling a Sales inbox conversation Interested, Open a deal from its menu, or adding the person by hand.
Winning a deal makes its person and organisation customers. Every change of stage is written on the timeline.

Pipeline

Your whole pipeline on one board

One column per open stage, each with its count and total value. A strip above shows Open, Weighted, Won this month and Clients.

A card shows the title, a health dot, the organisation's favicon, the next step with its date, the value, the expected close, open tasks and the owner. Late dates are red.
Drag a card between stages and it tilts as it lifts. The board changes at once and rolls back if the server refuses.
While you carry a card, Won and Lost zones rise along the bottom. Won closes with a toast. Lost asks why, with one tap per reason.
Tab to a card, press Space to pick it up, move it with the arrows and press Enter to open it. Right-click or Shift+F10 opens Move to.
Stages are your own: rename, add, remove or reorder them, and give each a win probability. The default runs from New at 10% to Negotiation at 80%.

Next step

Every open deal has one dated next step, and it is a real task

Pick Today, Tomorrow or In a week, or any date. The step lands on the owner's to-do list and calendar like any other task, so a follow-up has an owner.

Setting the step again edits that task and adds no second one. Clearing it deletes the open task.
Reassign the deal and the step goes to the new owner.
You can set it from the deal, or from the person's or organisation's record, where it goes on their newest open deal.
A record's headline shows the next step due first across their open deals, red when late, with a link to the task.
Tasks from any project can be linked to a deal, and the deal lists them with due dates and assignees.

Today and health

Open Today in the morning and start calling

Today is the call list. It is yours by default, and anyone's is one pick away. Each row has a Call button and a right-click or long-press Move to.

Three groups: Late, oldest first. Today, biggest first. No next step, at risk first, then watch, then biggest.
Each deal shows a quiet health dot: red when the next step is overdue, amber when there is none, when it has sat over 30 days in a stage, or when nothing has happened for over 14 days.
Hover the dot for the reason. Screen readers get the same words.
Health is worked out every time a deal is read, so it is never stale.
When nothing is due, the page says so.

Records

One timeline of everything that happened with a person

A person, an organisation or a deal has one timeline, grouped by day. Mail, calls, texts, meetings, tasks, form answers and documents sent to sign sit beside stage changes and proposal opens.

An organisation's timeline includes its people's and its deals'. A deal's includes its person's mail, calls, texts and meetings.
Filter by All, Mail, Calls, Notes, Meetings or Tasks. Mail shows only from the mailboxes you may read.
The note box logs a Note, a Call or a Meeting, each with its own prompt such as How did the call go? Press ⌘ Enter to post.
Call from your phone line, or open WhatsApp or Email, right on the record. The call lands on the timeline. On a phone these are big buttons across the top.
The record also holds the client portal: who at this client signs in, which projects they see, and whether proposals and invoices show there.

Contacts

A clean contact book without the data entry

Contacts lists every person and organisation, whatever their stage. Search it, filter it, save the view, and let your mailboxes suggest who is missing.

People you've emailed are suggested from the company's mailboxes, most written-with first. Your own addresses, role addresses such as info@ and machines are skipped, and nothing is added until you press Add.
Import vCards from a phone or another address book. A preview shows who is new and who is known, and known people are filled in, not added twice.
Duplicates come with the reason: same inbox, same phone, a similar name at the same organisation, or an organisation by domain or name without Ltd.
Merge asks only about fields where the two records differ. Tags, deals, tasks, invoices, proposals, form answers and the timeline move over. An unsubscribed person stays unsubscribed.
On request, AI reads the foot of someone's latest emails and suggests a phone, job title, organisation and website. You accept them one by one.

Proposals

A priced proposal, written like the document it becomes

Start from a deal and the title, client, currency and a first line at the deal's value are filled in. The editor reads like the page the client will get.

Lines carry description, quantity, price and tax, with a live amount. Make a line optional and the client chooses it.
It saves 0.7 seconds after you stop typing. Preview the PDF before you send.
Sending gives it the company's next number and emails the client from your own mailbox, with a View proposal button and the PDF attached.
Once sent it never changes. Revise makes version 2 with the same number plus -v2, and the old link stops working.
Totals use the same rounding rules as invoices, so the accepted proposal and its invoice agree to the cent.

Accept and sign

Your client says yes from their phone

The client opens a page with no account. They switch optional lines on, watch the total change, then accept and sign on the same page.

A bar pinned to the foot holds the total with Accept and Decline. Accept asks for a name and email, then goes straight to e-signing. Decline takes an optional reason.
The PDF they sign carries only the lines they chose.
Once signed, the proposal is accepted, the deal is won, the invoice is drafted or sent, as you set, and the maker and the deal owner are told.
Every step (sent, opened, reminded, accepted, declined, expired, withdrawn, invoice made) goes on the deal's, the person's and the organisation's timeline.
The public page is rate-limited per address.

Follow-up

Proposals that chase themselves

You see when the client opened it. Reminders go out 3 and 7 days after sending, never a third, and the offer expires after its last valid day.

A proposal is valid for 30 days unless you set another date.
Remind by hand whenever you like. Withdraw ends the offer and kills the link.
Statuses are Draft, Sent, Viewed, Accepted, Declined, Expired, Withdrawn and Revised. Only drafts can be edited or deleted.
The sent page shows who accepted and when, or the reason for a decline, how many reminders went, the invoice it became and links between versions.
Client's view previews the page without counting as the client opening it. Duplicate makes any proposal a new draft.

After the win

Win a deal and the work starts

From a won deal, admins create the client's project in one click, named after the deal and optionally built from a task template. Delivery, invoices and the client portal hang off the same organisation.

One project per deal. The deal links to it, and the project opens.
Invoice opens a new invoice for the client with the deal as its line.
An accepted proposal can draft or send that invoice itself.
Cord can start the project from a won deal as well.
Both buttons are admin-only.

Forecast

A forecast you can plan cash with, and the reasons behind it

The forecast weights each deal by your own stage probabilities for This month, Next month and This quarter, with a row per owner and a total.

A deal past its expected close counts this month. Deals with no date are left out, and the page says how many.
There is one table per currency, with weighted value first and the full value and deal count under it.
A lost deal must give a reason from your own list. A won deal may. A reason you remove later stays on old deals.
Win rates cover the last year: overall, by stage reached, by owner and by source, Outreach or Added by hand.
Lost because and Won because tallies show what to fix.

Try Coding Cords

14 days, up to 10 people, no card

Cord here

Ask Cord about the pipeline

Cord lists, reads, creates and updates deals, sets next steps, reads the pipeline summary, forecast and win rates, and drafts, reads, lists and sends proposals. Anything that writes shows a confirm card first. Deals, Today and Contacts plug into Cord, and it can highlight the rows it means for 8 seconds.

What deals have no next step?
How much is likely to close this month?
Set the next step on Northwind to Friday: send the revised quote
Draft a proposal for the Northwind deal
What is our win rate once a deal reaches Proposal?

The same actions are open to any AI tool that supports MCP, such as Claude, ChatGPT, Cursor and Antigravity, as the key's owner and within their permissions.

Simple to run

The CRM is part of the workspace you already have. Settings sit in Settings › Sales, under Pipeline and Fields.

Your stages and reasons

Admins rename, add, remove and reorder stages, set each win probability, and edit the won and lost reasons. Keep at least one open, one won and one lost stage. Deals in a removed stage move to the first open one.

Fields of your own

Add text, number, date, select, checkbox or URL fields to leads and organisations.

Switched on per person

Proposals need the CRM switched on for the person. Creating a project and an invoice from a deal are for admins.

Your company only

Everything is scoped to the company. Another company's deal, person or note answers that it doesn't exist.

Customers count

People past Lead count toward the plan's contact allowance. Cord is included with every plan.

Fair to say

What it doesn't do yet

Where a part isn't built, it is here, and the ones we're working on carry a star.

On the roadmap

More than one pipeline★Separate pipelines for different kinds of deals, each with its own stages.

Not in the product today

Fields on dealsCustom fields cover leads and organisations, not deals.
Bulk actions on dealsNo selecting many deals to move, reassign or delete.
Deal import and CSV exportThere is no deal import and no CSV export of deals or of the CRM book. Spreadsheet import and export cover outreach leads.
Currency conversionDeals use USD, EUR, GBP, AED, PKR, CAD or AUD. The board and forecast keep currencies apart. The summary strip adds values across currencies and shows the total as USD.
Charts and targetsThe forecast and win rates are tables and lists, with no trend over time. There are no sales quotas and no lead scoring.
Rich proposalsOverview and Terms are plain text. No images, headings or cover page, no product catalogue, no proposal templates (Duplicate is the way to reuse one), no client comments, and one signer.
Permissions inside the CRMEveryone with the CRM sees all contacts and deals. Only creating a project and an invoice are admin-only.

Compared with

Looking at it beside your current tools

Questions

Questions people ask

How do campaign replies reach the CRM?

The AI reply sorter marks a reply Interested, and the lead moves into the CRM with their organisation, out of every campaign, with a first deal opened. You can do the same by labelling a Sales inbox conversation Interested, using Open a deal from its menu, or adding a Move to CRM step to a sequence.

Is the next step really a task?

Yes. It is a task for the deal's owner in a Sales project, so it shows in their to-do list and calendar. Setting it again edits that task, reassigning the deal hands it to the new owner, and clearing it deletes the open task.

Does my client need an account to accept a proposal?

No. They open the link, choose their optional lines, and accept with a name and email. Accepting goes straight to e-signing, and once they sign the deal is won and the invoice is drafted or sent.

What happens if I change a proposal after sending it?

A sent proposal never changes. Revise makes version 2 with the same number plus -v2. The old link stops working and any half-done signing is cancelled, so nobody signs an old price.

How is the forecast worked out?

Each deal's value is weighted by its stage's probability, which you set. A deal past its expected close counts this month, and deals with no expected close are left out, with a count shown on the page. There is one table per currency.

Can I run sales from a phone?

Yes, in the phone's browser. The pipeline shows one stage at a time that you swipe between, a long press on a card opens Move to, and a record has big Call, WhatsApp and Email buttons. Apps for iPhone and Android are on the roadmap.

Can I move my contacts in?

Import vCards from a phone or address book, with a preview that fills in people you already have. There is no CSV import or export for the CRM book or deals today.

Open your first deal in Coding Cords

Add a contact, open a deal, set a next step and send a proposal. The reply, the signature and the invoice stay on one record.

Try Coding Cords

14 days, up to 10 people, no card

★ On our roadmap. Released once it's tested.