Meridian, a sales CRM
Pipelines, customer records and reporting for a B2B sales team
Deals lived in a shared spreadsheet and three inboxes. Nobody could say what would close this quarter without a Friday afternoon of phone calls.
Multi-pipeline board, account and contact records with timeline, weighted forecasting, saved views, email and calendar sync, and a reporting layer sales leadership can read on a phone.
Every deal card carries its next step and days in stage, so stalled work is visible without a report. The forecast is built from the same records the reps use, not a separate sheet.