Built-in tools
CRM · Built in
Every customer, in one record.
Contacts, companies, pipeline, outreach and the decisions behind each deal, kept together instead of scattered across inboxes.
Included with SielaVisual pipeline
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Northwind LtdLogistics · 120 staff
ProposalLeadQualifiedMeetingProposalWon
ContactPriya Raman, Head of Operations
Next stepSend Q1 pricing by Friday
Last touchCall on Tuesday
DecisionStart with a trial for the operations team.From the call on 9 September
What's in it
- ✓Contacts and companies, one record each
- ✓A visual pipeline, stage by stage
- ✓Email sequences and bulk campaigns
- ✓Open and click tracking
- ✓The decisions behind each deal, kept with it
- ✓Connect HubSpot or Salesforce and teammates work there too
Teammates that work in it
Follow-Through
After a meeting: proposes CRM updates, drafts the follow-up email in your voice, creates tasks, schedules the prep brief.
Pipeline Watch
Every weekday morning: which deals moved, which stalled, and which need a push today.
Weekdays at 08:00CRM Hygiene
Daily: fills gaps, merges duplicates, flags stale deals, proposes next steps.
Deal-Won Handoff
When a deal closes: updates the CRM, writes the handoff note, tells the CS owner, and books the kickoff.
Weekdays at 09:00Nothing to buy first.
CRM comes with Siela, and every teammate can read and write to it from the first minute.
More built in