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Templates · Marketing

Sales CRM

Accounts, contacts and a real opportunity pipeline — lighter than a CRM, stronger than a spreadsheet.

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Without it

Deals live in one rep’s head and a spreadsheet nobody else opens, so the forecast is a guess and a stalled deal only surfaces when it’s already lost.

The Sales CRM template in StoryOS — its Pipeline view with real records

Sales CRM, installed — the Pipeline view with sample records already in it.

What gets installed

4 connected databases, with fields, relations and views pre-wired.

Accounts

Industry · selectSize · selectWebsite · urlOwner · userNotes · rich_text

Contacts

Email · emailPhone · textRole · textPrimary · checkbox

Opportunities

Stage · selectAmount · numberClose Date · dateProbability % · numberNext Step · text

Sales Tasks

Done · checkboxOwner · userDue · date

Ships with 4 saved views: Pipeline (board) · Closing this month (table) · All accounts (table) · My tasks due (table)

How this template works

How this works

Four databases mirror how deals actually move: Accounts (companies) hold Contacts (people) and Opportunities (deals with a stage, amount and close date); Sales Tasks keep the next step explicit.

The discipline

  • Every Opportunity has a Next Step filled in — an opportunity without one is stalled by definition.
  • The Pipeline board is the single source of truth; move cards, don't edit stages in tables.
  • Closing this month is the Monday meeting view.
  • Log calls/emails as Sales Tasks with a Due date; check My tasks due daily.

Tips

  • Won/Lost stay on the board — slide them out with a filter when the columns get heavy.
  • Probability is yours to calibrate: 10/25/50/75 works until you have data.
  • Per-stage pipeline value totals arrive with rollup fields.

Then put an agent on it

Point your assistant at Opportunities and it can flag every deal with no activity since last week, draft the nudge, and log the follow-up against the account.

It runs on your own Claude or ChatGPT over MCP — never metered, never marked up — and every move it makes waits at an approval gate. How agent runs work →

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See the bigger picture: how marketing teams run on StoryOS →

Install Sales CRM in one click.

Start free — 30 days of Pro, no card. Unlimited records, and your own AI is never metered.

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Template contents synced from the product registry, 2026-07-26.