Who it's for
B2B sales reps and sales managers at a small company
TEMPLATE
B2B Sales CRM
A CRM for a small B2B sales team to manage accounts and contacts, move deals through a defined pipeline, and log calls and meetings in one shared record instead of separate spreadsheets and inboxes.
The problem it solves
Deal status, contact history, and account details are split across spreadsheets, email threads, and individual reps' notes, so managers can't see real pipeline health and handoffs between reps lose context.
Why it's worth building
One shared pipeline and account record so every deal's status and history is visible to the whole team.
What's included
Legacy Builder plans this out as a real, working system - every feature below becomes an actual part of your software, not a mockup.
Core features
- Account and contact records
- Deal pipeline with configurable stages
- Activity logging (calls, meetings, emails) per deal
- Deal value and close date forecasting
- Rep-level and team-level pipeline views
- Task reminders tied to deals
Pages
- Pipeline board
- Account detail
- Contact detail
- Deal detail
- Team forecast
- My tasks
Who uses it
- Sales manager
- Sales representative
Start with B2B Sales CRM
Describe your business and Legacy Builder adjusts this plan to fit it, before anything gets built.
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