The CRM with project management built in.
Kroolo CRM puts your pipeline inside Kroolo. Track every opportunity by stage, forecast revenue by month, and turn deals into projects without re-keying a thing.
Search in this workspace...
Clive Baker10CB
Inbox
Direct Messages
My Space
Leave Hub
Select Workspace
Demo Space
Work
Portfolios1
Projects9
Boards7
Forms5
Goals3
Docs10
Whiteboards
Channels8
Operations
People
Resourcing
Track Time
CRM
Contacts275
Leads45
Accounts81
Opportunities102
Quotes15
Sales Dashboard
My tasks50
CBClive Baker
CRM Opportunities
Opportunities
Track 102 open opportunities worth $13,296,815.00; 0 are past their close date.
Export Import New opportunity
All opportunities 135
Pipeline
Projection
All Save view
Open pipeline
$13,296,815.00
102 open opportunities · mixed currencies
Weighted pipeline
$6,203,868.95
Value × probability · on hold left out
Won this quarter
$2,620,426.00
Closed won since Oct 1, 2026
Win rate
60.6%
20 won · 13 lost
Close date: Any timeValue: Any Owner: All membersStage: AllAccount type: AllOverdue 0Stale 0 Group by: None
Opportunity
Account
Lead
Stage
Project
Value
Probability
Weighted
Meridian Health – Patient Portal Platform
MMeridian HealthClient
MDMarcus Delgado
Closed won
Project · MHP
$212,750.00
100.0%
—
Northgate Corp – Core platform integration
NNorthgate CorpProspect
PNPriya Nolan
Closed lost
—
$25,006.00
0.0%
—
Crestline Foods – Shop-floor analytics rollout
CCrestline FoodsClient
CRChloe Romero
Closed won
Project · CFA
$76,963.00
100.0%
—
Paragon Labs – Workspace delivery rollout
PParagon LabsProspect
LCLeila Carter
Closed lost
—
$173,244.00
0.0%
—
Pioneer Dynamics – Managed support retainer
PPioneer DynamicsClient
BMBen Malik
Closed won
Project · PDM
$26,781.00
100.0%
—
Pixel Perfect – Workspace delivery rollout
PPixel PerfectProspect
ZKZara Krause
Closed lost
—
$26,261.00
0.0%
—
Prism Consulting – Workspace delivery rollout
PPrism ConsultingProspect
RKRuby Kelly
Closed lost
—
$150,925.00
0.0%
—
Solstice Media – Workspace delivery rollout
SSolstice MediaClient
ISIsla Sato
Closed won
Project · SMW
$70,574.00
100.0%
—
Solstice Systems – Workspace delivery rollout
SSolstice SystemsClient
AFAmelia Fraser
Closed lost
—
$206,150.00
0.0%
—
Synergetic Solutions – Clinical workflow automation
SSynergetic SolutionsClient
HLHolly Laurent
Closed won
Project · SSC
$76,237.00
100.0%
—
Tesco Labs – Data migration services
TTesco LabsClient
CDCallum Dubois
Closed won
Project · TDM
$246,331.00
100.0%
—
Vanguard Solutions – Core platform integration
VVanguard SolutionsClient
APAva Price
Closed won
Project · VSC
$217,366.00
100.0%
—
Wayne Enterprises – Analytics implementation
WWayne EnterprisesClient
AFAsha Foster
Closed won
Project · WES
$59,208.00
100.0%
—
Northwind Logistics – Fleet Analytics Rollout
NNorthwind LogisticsClient
MDMarcus Delaney
Closed won
Project · NLF
$128,450.00
100.0%
—
Pipeline
A board that shows the money.
Every opportunity sits in a stage, and every stage shows its count, default probability, value and weighted value, so you can see where revenue is before it lands.
Six open stages, plus On hold, Closed won and Closed lost
Drag a card to move it, with Undo if you slip
Dropping on Closed won or Closed lost opens the Close dialog
Scoping 325%
$370,000 · $92,500 weighted
Warehouse robotics PoC
AAcme LogisticsClient
Tom Avery
$40,00025%
No next activity
Close Jan 8MMember C
Stale · no activity for 17 days
Clinical trial data platform
OOrchid PharmaProspect
Grace Liu
$210,00025%
No next activity
Close Feb 12MMember B
Proposal 350%
$345,000 · $187,500 weighted
Overdue · reminder sent to Member A
Fraud analytics pilot
HHalcyon BankClient
Priya Raman
$85,00050%
No next activity
Was due Sep 30MMember A
↗ Convert to tentative project
Core banking migration
HHalcyon BankClient
Priya Raman
$240,00075%
Meeting · Oct 21, 10:00
Close Dec 30MMember A
↗ Convert to tentative project
Overdue
The close date has passed. The owner gets a reminder and the deal is never counted as committed.
Stale
No activity for 17 days? The card says so before the deal goes cold.
Next activity, colour-coded
Green for today, grey for later, amber when nothing is planned.
Probability, your call
Each stage has a default probability. Edit it on a card and a pencil marks the change.
Attention
Cards that tell you what needs attention.
Each card shows the account and whether it is a Client or a Prospect, the lead, value, probability, next activity, close date and owner, and flags the deals that need a nudge.
Overdue and Stale flags on the card itself
Next activity colour-coded: today, later, or none planned
Edit the probability per deal; a pencil marks changes from the stage default
Projection
A forecast with the maths showing.
See expected revenue by month, by opportunity. Committed is closed-won in its close month. Projected is value times probability in the expected close month.
Overdue deals get their own column and are never committed
Expected total is committed plus open projection
Past months show committed against projected, so you can judge forecast accuracy
Group by and Shown in recompute the chart and the grid; hover any cell for the maths
Committed
$,000
Projected
$,000
Expected total
$,000
Share of the expected total, by opportunity
$180,000
$97,500
$90,000
$95,000
$55,000
$52,500
$42,500
CommittedProjected, still open
ERP integration
GGranite WorksProspect
Hannah Weiss
$150,00060%
Call · Oct 17
Close Nov 27MMember A
↗ Convert to tentative project
KROOLO WORK · PROJECT
ERP integration
Tentative
Client: Granite WorksBudget: $150,000Owner: Member A
Hand-off
From deal to delivery, without re-keying.
When an opportunity reaches Proposal and beyond, convert it to a tentative project in Kroolo Work. Delivery can start planning while the contract is still being signed.
One click from the opportunity card
Delivery sees the same deal, so nothing is copied by hand
Sales and delivery see the same record, not two copies
Quotes
From opportunity to quote in one click.
Build a quote from the deal itself: pick the items, set quantities and discounts, and send it without leaving the CRM.
Quotes sit on the opportunity, with the same account and contacts
Line items, quantities and discounts add up automatically
Track each quote as draft, sent, accepted or declined
All opportunities
Opportunity details when you need every deal.
Switch to the table for a spreadsheet-style view: compact rows, the opportunity name pinned while you scroll, sorted by close date.
Footer totals exclude closed won and closed lost; weighted also excludes on hold
Overdue close dates show in red with a flag
A stage legend sits under the table
Built for real use
Filters, export and every state, designed.
Narrow the pipeline by close date, owner, stage and account type, flag what is overdue or stale, search, and export. When data is loading, empty, missing or offline, the screen says so clearly.
Close dateOwnerStageAccount typeOverdueStaleSearchExport
Loading
A clear loading state while data arrives.
Empty
A clear starting point when a stage or filter has no deals.
Error
Plain-language errors with a way to retry.
No access
A clear message when someone does not have access to CRM data.
Offline
Tells you when you are offline so nothing is lost silently.
OPERATIONS
People
Track time
CRMNew
Contacts17
Accounts8
Opportunities10
Quotes6
Financial
Part of Kroolo Work
CRM lives where your work already lives.
Kroolo CRM sits under Operations in the Kroolo sidebar, right above Financial, so sales, delivery and finance share one workspace and one set of permissions.
Contacts, Accounts, Opportunities and Quotes, each with a live count
Opportunity screens: pipeline board, all-opportunities table and projection
Deals convert to projects in Kroolo Work, so sales and delivery stay connected
See Kroolo CRM with your own pipeline.
Start free or book a walkthrough with our team.
Explore
Explore Kroolo CRM
- Sales Analytics and Live DashboardsLive dashboards for pipeline, win rate, cycle time and forecast. Ask a sales question in plain language and get a chart you can share.
- Billing and Invoicing from Signed DealsCreate invoices from accepted quotes, schedule recurring billing and chase late payments automatically, so sales and finance see the same numbers.
- Lead Capture, Scoring and RoutingPull leads from forms, email, events and imports into one list. AI scores each lead, removes duplicates and routes it to the right owner in seconds.
- Opportunity Management with AITrack value, stage, stakeholders and next steps for every deal. AI keeps notes and risks current so nothing slips before the close date.
- Visual Sales Pipeline and ForecastDrag deals across stages on a visual board, forecast by stage and spot at-risk revenue early, with one live view for managers and reps.
- Quotes, Approvals and E-SignatureBuild quotes from your product catalogue, route discounts for approval and collect e-signatures, with every version tied to the opportunity.