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Track every opportunity from first contact to signed contract.
Trusted by leading companies
Board, deal details and reporting, hand in hand.
Pipeline Board
Everything you need to work more efficiently.
Define your own deal stages with win probabilities so the pipeline mirrors how your business actually sells, from first inquiry to signed order.
Move deals across a drag-and-drop Kanban board to update their status in seconds, and keep the whole sales team aligned on what moves next.
See the weighted value of your pipeline and a realistic revenue forecast, so you plan capacity and cash flow on numbers instead of gut feeling.
Trigger follow-up tasks, reminders, or emails automatically when a deal changes stage, so nothing slips through the cracks during busy weeks.
Every deal is tied to a CRM contact and company, so the full history of calls, quotes, and documents stays one click away while you sell.
Analyze conversion rates per stage and review lost-reason reports to learn where deals stall and which objections cost you the most revenue.
The cashwerk sales pipeline turns scattered leads into a structured, forecastable sales process—fully connected to your CRM, quotes, and dashboard.
Many service businesses lose deals not because of price, but because follow-ups fall through the cracks. A lead calls, a quote is promised, and then daily operations take over. The sales pipeline makes every open opportunity visible in one board so nothing is forgotten and your team always knows which deal needs attention next.
You define stages that match how you actually sell—from first inquiry through quote sent and negotiation to won. Each deal carries a value and win probability, so the weighted pipeline shows a realistic revenue forecast instead of an optimistic wish list. Dragging a deal to the next stage updates everything in seconds.
Because every deal is linked to a CRM contact and company, the full history stays at hand: previous quotes, emails, documents, and notes. When a deal changes stage, cashwerk can automatically create the next task, send a reminder, or trigger an email, so the process keeps moving even on busy days.
Over time the reporting shows where deals stall, which stages lose the most opportunities, and why. Conversion rates and lost-reason analytics flow into the dashboard, giving leadership a clear picture of expected revenue and concrete levers to improve close rates.
From first contact to signed contract.
Create a deal from a CRM contact or new inquiry and assign it to the right pipeline and owner.
Drag the deal across the board as it progresses, with values and win probabilities kept up to date.
Let stage changes trigger tasks, reminders, or emails so no opportunity goes cold.
Mark deals won or lost, then review conversion and lost-reason reports to sharpen your process.
Seamlessly integrated modules for your complete workflow.
The CRM is your record of contacts and companies: who they are, how to reach them, and what has happened so far. The sales pipeline sits on top of that and tracks open opportunities through defined stages with values and probabilities. In short, the CRM holds the relationship while the pipeline manages the active selling process and revenue forecast.
Yes. You define the stages that match your sales process, name them, order them, and assign a win probability to each one. A trades business and an agency rarely sell the same way, so you adapt the board instead of forcing your team into a fixed template.
When a deal moves to a new stage, cashwerk can create follow-up tasks, set reminders, or send emails automatically. You can also combine this with Casper AI and n8n for richer automations, such as drafting a quote or notifying a colleague the moment a deal is marked as won.
You track conversion rates between stages, average deal size, and how long deals stay open, plus structured lost-reason reports. These numbers flow into the dashboard so leadership sees the revenue forecast and where the pipeline is leaking, without exporting spreadsheets by hand.
“Scalable and the installation support was very helpful. We now save 6 hours per week on administration. Great service, great price-performance ratio!”
Brigitte B.
Managing Director, B&B Consulting
5–15 employees · Management Consulting
“I can unreservedly recommend working with cashwerk GmbH. From the first contact, the team impressed me with their extraordinary professionalism and transparency.”
Gabor N.
Senior Consultant, NovaTech IT Consulting
10–30 employees · IT Consulting
“cashwerk has completely changed our work. Before, we used 3 different tools, now everything is in one place. The AI assistant saves us at least one hour every day.”
Marcus S.
Managing Director, Digital Agency Munich
15–40 employees · Digital Agency
“Since we started using cashwerk for our CRM, our close rate has improved by 34%. The sales pipeline instantly shows where every deal stands – no leads slip through the cracks anymore.”
Sandra L.
Head of Sales, ProVenture GmbH
30–80 employees · B2B Sales
“Our sales team now books customer appointments directly through cashwerk Booking – no more back-and-forth emails. No-show rate dropped 40% thanks to automatic reminders.”
Katrin M.
Sales Director, SunPower Solar Technology
15–40 employees · Renewable Energy
Avoid resource waste caused by outdated processes. Our strategy guide shows you how to automate operational workflows and sustainably optimize your cash flow.
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