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B2B sales teams

Kestrel Workspace Supplies

Birmingham · fictional demo business

A CRM for b2b sales teams.

“A pipeline the whole team trusts.”

Companies and the people at them, deals moving from lead to won or lost, and follow-ups so nothing goes quiet. Managers see the whole board; reps see what's theirs.

Kestrel Workspace Supplies's deals screen in Tailormade CRM
Companies, the people at them, and every deal from lead to won, with follow-ups so nothing goes quiet.

What it does

  • Deals through your own stages
  • Companies linked to their people
  • Follow-ups that don't get missed
  • Managers see every deal
Inside the CRM

What Kestrel Workspace Supplies gets.

Real screens from the demo, with its made-up people and data.

01

Every deal, in the stages you really use.

Lead, qualified, proposal, negotiation, won. Name your stages your way and see where every deal sits.

  • Your own stages
  • Close dates
  • Filter by rep
Kestrel Workspace Supplies's deals screen in Tailormade CRM
02

The company and everyone you know there.

Buyers, decision makers, and their roles, with every call, email, and deal on one page.

  • People and their roles
  • Full history
  • Every open deal
Kestrel Workspace Supplies's midshire insurance screen in Tailormade CRM
03

Everything about a deal on one page.

What's being sold, to whom, by when, and every call, note, and next step along the way.

  • Notes and calls
  • Next steps
  • Stage history
Kestrel Workspace Supplies's head office refit, 120 desks screen in Tailormade CRM
04

Follow-ups that don't get forgotten.

Tasks on any company, person, or deal, with due dates. Overdue ones stand out, so nothing goes quiet.

  • Due today and overdue
  • On any record
  • Everyone's own list
Kestrel Workspace Supplies's tasks screen in Tailormade CRM
Who sees what

Everyone gets their own view.

Each person signs in as themselves and sees only what their role allows. These are the roles this business starts with; yours match your team.

  • Sales manager

    Runs the team: sees every company, contact, and deal, decides who works on what, and sets up the pipeline stages.

  • Sales rep

    Works their own deals. Sees every company and contact so nobody is approached twice, but can only change the records they created.

  • Leadership (read only)

    Sees companies, contacts, deals, and activity to follow the pipeline. Changes nothing.

A sales team meeting around a table
Photo: Yan Krukau / Pexels
The demo

A business that doesn't exist, with data that could.

Kestrel Workspace Supplies is made up, but its CRM is real: built from the same starting point we'd use for you, and filled with a realistic set of demo data.

  • A sales manager and 4 reps
  • 60 companies and their buyers
  • 45 deals across every stage
  • A quarter of calls and follow-ups

Want one like this, made for you?

Tell us how your business works. We'll build it around you, with your name, your colours, and your words, and have it live in 1–2 weeks, at a price we agree with you up front.