CRM Client Pipeline
A simple Kanban pipeline for tracking potential clients. Columns move leads from first touch to proposal sent to contract signed, with time tracking and notes on every card.
How it works
- 1Start free demoRegister at crm.melororium.com.
- 2Load pipelineCRM columns appear: Lead → Contact Made → Discovery Call → Proposal Sent → Negotiation → Won / Lost.
- 3Add new leadCreate a CRM card for each prospect. Add contact info, source, and estimated value.
- 4Move through stagesDrag the card as the deal progresses. When Won — create a project automatically.
What's included
Sales pipeline columns: Lead → Discovery → Proposal → Won/Lost
Client card with contact, source, and deal value
Convert Won lead to active project in one click
Notes and activity log on every client card
What is a CRM client pipeline?
A CRM client pipeline is a visual Kanban board that tracks every potential client from first contact through signed contract, with each prospect represented as a card that moves through defined sales stages as the deal progresses. It gives agencies, studios, and consulting teams the ability to manage their entire new business funnel in one view without a dedicated CRM subscription.
Melororium's CRM Client Pipeline template provides pre-built pipeline stages: Lead → Contact Made → Discovery Call → Proposal Sent → Negotiation → Won / Lost. Each card holds contact information, estimated deal value, source, and a notes log. When a lead is Won, create an active client project directly from the card: client details carry over automatically.
Why agencies lose deals they shouldn't
The most common cause of deal loss for agency new business isn't price, it's follow-up failure. A prospect expresses interest on a Tuesday, the account lead is busy with a client escalation on Wednesday, and by Thursday the prospect has already spoken to a competing agency that followed up the same day.
When follow-ups live in someone's inbox or memory, they're invisible to the rest of the team. When a hot prospect goes cold because no one noticed the last contact was 10 days ago, the lost deal is invisible too, until the year-end pipeline review shows a pattern.
How agencies manage their new business pipeline consistently
One card per prospect, always updated
Every prospect has a card in the pipeline with their current stage. The card never contains stale information if the rule is simple: update the card the same day a conversation happens. Contact notes from the discovery call, objections raised in negotiation, the decision timeline the prospect mentioned: all live on the card, not in the account lead's inbox.
Follow-up tasks with due dates
Every card can have follow-up tasks: "Send proposal by Thursday," "Follow up if no response by next Tuesday," "Confirm contract signing date." These tasks appear in the team task queue with due dates. Missed follow-ups become visible because the task turns red, not because the prospect went cold and someone finally noticed.
Source tracking for channel analysis
Add a source field to every lead: Referral, Inbound Website, LinkedIn Outreach, Conference, Previous Client. After 6 months, filter the pipeline by source and look at win rates. If referral deals close at 60% and LinkedIn outreach closes at 8%, that data changes where you focus new business development time.
Won → Project in one step
When a lead moves to Won, create the client project from the CRM card. Client name, contact, and deal context carry over. The project board and the client CRM card are linked. The account manager who worked the deal can hand off to the delivery team without a separate briefing doc.
What a connected CRM costs
Melororium includes CRM as a core module in every plan, alongside Kanban and Invoices. Agency plan for 15 users is $59/mo flat, Starter is $29/mo for 4 users, and Studio is $119/mo for 25 users. Because the CRM, project boards, time tracking, and invoicing share one workspace, a Won deal becomes an active project in one click, with client name, contact info, and deal history carried over automatically instead of retyped into a separate delivery tool.
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Frequently
Asked Questions
Have a question that needs a human to answer?
No problem, email us at support@melororium.com
For small agencies and studios, yes. It covers contact tracking, pipeline stages, notes, and project conversion. It doesn't have email sequences or call recording like enterprise CRMs.
Yes. Add a source field to each card: referral, LinkedIn, website, ProductHunt, etc. Filter the pipeline by source.
Move the card to Won. Create a project directly from the CRM card, all client details carry over automatically.
Yes. Every CRM card has a notes section. Add meeting notes, objections, and next steps without switching to another app.
Yes. The CRM pipeline tracks potential clients before they sign. Onboarding starts after they sign. Use both together for end-to-end client management.
Start from a template
Pick a template, invite the team, start today.
Every template runs inside the same workspace: tasks, timers, CRM and invoices for up to 15 people at $59 a month. Add a hire, the price stays.
88
templates included
$59
per month, whole team
28
instruments, one login