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CRM

Pipeline, contacts and deal history in one place, so the whole sales team works from the same picture. This one is internal only, with no customer-facing side.

Harbor CRM
app.kaatsi.com/harbor/staff
Harbor CRM
Pipeline
Contacts
Deals
Tasks
Reports
Pipeline
Q4 · $486,000 weighted
Search
HC
New deal
Open deals
38
Weighted value
$486,000
+12% vs Q3
Win rate
31%
Avg cycle
42 days
Qualified12 deals
$180,000
Alderman Group
$24,000 · Oct 18
Fjord Logistics
$18,500 · Oct 22
Petra Works
$12,000 · Nov 4
Proposal9 deals
$142,000
Nordwell Retail
$46,000 · Oct 11
Kestrel Health
$31,000 · Oct 15
Negotiation5 deals
$96,000
Brightlin Media
$52,000 · Oct 9
Saltmarsh Co-op
$28,000 · Oct 14
Closing4 deals
$68,000
Harrow & Vane
$40,000 · Oct 7
Ingels Studio
$16,000 · Oct 8
Harbor CRM
Pipeline
Contacts
Deals
Tasks
Reports
Contacts
1,842 people · 264 accounts
Search
HC
Add contact
NameAccountRoleLast touchStatus
Vera LindqvistNordwell RetailCOO2 daysEngaged
Idris BelloKestrel HealthHead of Ops5 daysEngaged
Marta RzBrightlin MediaCFO1 dayChampion
Callum ReidHarrow & VaneDirector9 daysCooling
Sanne de VriesFjord LogisticsCTO3 daysEngaged
Tobias EkstromPetra WorksOwner21 daysDormant
Nadia HaddadSaltmarsh Co-opGM4 daysEngaged
Segments
All contacts1,842
Decision makers412
Champions96
Dormant 30d+188
Unassigned24
Harbor CRM
Pipeline
Contacts
Deals
Tasks
Reports
Brightlin Media
$52,000 · Negotiation · closes Oct 9
Search
HC
Mark as won
Deal
Value$52,000
StageNegotiation
Probability70%
OwnerR. Halvorsen
SourceReferral
CreatedAug 14
Close dateOct 9
Stage progress4 of 5
Activity
Revised quote sent
Oct 2 · −8% on year one
Call with Marta Rz
Oct 1 · 40 min · budget confirmed
Legal review flagged
Sep 28 · data residency clause
Demo delivered
Sep 19 · 6 attendees
Discovery call
Aug 14 · inbound referral
Harbor CRM
Pipeline
Contacts
Deals
Tasks
Reports
Tasks
11 due this week · 3 overdue
Search
HC
New task
TaskDealDueStatus
Send revised contractBrightlin MediaTodayDue today
Chase legal sign-offHarrow & VaneYesterdayOverdue
Book technical reviewKestrel HealthOct 4Open
Follow up on pricingNordwell RetailOct 4Open
Re-engage TobiasPetra WorksSep 28Overdue
Quarterly check-inSaltmarsh Co-opOct 7Open
By owner
R. Halvorsen5 open
J. Okoro4 open
L. Ferrand2 open
Harbor CRM
Pipeline
Contacts
Deals
Tasks
Reports
Sales report
Q4 to date
Search
HC
Export CSV
Closed won
$214,000
+18%
Closed lost
$96,000
Win rate
31%
+4 pts
Avg deal
$18,900
Won by source
Referral$92,000
Outbound$61,000
Inbound$44,000
Partner$17,000
Why deals were lost
Price38%
No decision29%
Lost to competitor21%
Timing12%

All data on this page is fictional, for demonstration only.