A pipeline that knows the rest of the platform
Sales tools manage opportunities until they close and then stop. In cashwerk the close is the beginning: the deal knows the client from the CRM, becomes the quote and the project.
Create as many pipelines as your sales needs, with their own stages, colours and progress. Every deal carries value, currency, probability, expected close date and priority; from that cashwerk calculates the weighted value per stage. Owner and collaborators see the deal, tasks sit right on it.
Line items on the deal are the precursor of the quote: services and prices are entered once, the quote takes them over together with the client. Once the deal is won the project is created, the invoice follows from the project or from the quote. n8n templates exist for both steps if you want them triggered automatically.
The free plan gives you 1 pipeline and 20 active deals, from the Starter plan without limit. Casper answers questions about your pipeline, creates deals or tasks on request and moves a deal to the next stage; you confirm writes before they run.
