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Main Street Wealth
Main Street WealthOpen source
Sourcing & marketing

Deal pipeline CRM

A self-hostable CRM template for sell-side and buy-side pipelines.

PlannedSourcing
Written by
Sukhrobjon (Rob) Ismoilov
Reviewed by
Avaz Bokiev
PlannedSourcing & marketing#51 in the catalog

Self-hostable

A self-hostable CRM template for sell-side and buy-side pipelines.

Related tools in sourcing & marketing

How to use it

This tool is on the roadmap. The page here captures the intent so a buyer, seller, or contributor can tell whether it's worth building sooner.

What it returns

When shipped, the tool will produce:

  • A clearly scoped target or buyer universe
  • Suggested next steps and templates
Related

The deeper, trade-specific context on our main site.

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