About this template

Cadence is a sales CRM built on one rule: every card says what happens next, and when. A deal with no next step says so in plain words instead of looking finished, one that is due today turns amber, and one that is overdue turns red. The Today page is the same rule as a queue — overdue first, then due today, then the week. The pipeline is yours to shape. Stages, their order, their probability and their colour are edited in the administration, and a workspace can run more than one pipeline — new business and renewals are seeded as two, because a renewal does not go through qualification. Reports read the pipeline you configured: funnel by stage, win rate, average cycle, weighted value, value by source and the deals that have gone quiet. The coach is not a chat window. Eight playbooks ship configured — discovery questions, lead scoring, objection handling, proposals, follow-up, negotiation, call review and pipeline review — and each one composes its instruction from five layers: the sales method the workspace has adopted, a qualification frame, the guardrails, the playbook's own brief, and the live record of the deal it is attached to. The whole composed instruction is shown before it is sent, character count and all, and every layer is editable in the administration. Proposals carry line items, a discount and a tax rate, and the total is the arithmetic of those, never a typed number.

Screens included

What already works