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WorkspaceDokki

Sales CRM

Your whole pipeline on one board, with a lead qualifier that scores new leads and a reviewer that computes the forecast every week.

Use templateSee what's inside

Creates a new workspace for you.

v1 · Published Sep 26, 2026

What you get

  • 1 folder
  • 5 documents
  • 2 tables
  • 2 agents
The CRM sales teams start with: a Deals table with stage, value, probability, forecast, expected close, last contact and next step; a Contacts table for leads, customers, partners and vendors with a fit score; a sales playbook with each stage's exit rule and your ideal customer; and templates for account notes and discovery calls. The Lead Qualifier researches new leads on the web and scores their fit. The Pipeline Reviewer computes the forecast, flags stale and past-due deals, and drafts a nudge for each, for you to review and send.

First thing to try· About 15 minutes

Put three real deals on the board

Add three deals you are working on to Deals with their stage, value and probability, then ask the Pipeline Reviewer: “Review the pipeline. Which deals need me this week?”

You will know it worked when

Every deal has a forecast, and the review names your stale and past-due deals with a nudge drafted for each.

Before you start

Nothing to connect.

What stays behind

A template copies the work, never the access.

  • Members, sharing and per-resource roles
  • Comments, version history and run records
  • Connection authorizations, OAuth grants and API keys
  • Webhook URLs, signing secrets and live schedule state

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