SolutionsSales & CRM

Every deal has a next step and an owner.

Sales & CRM keeps leads, accounts and deals in one pipeline, built from your inbox and calendar. When a deal goes quiet, Belwethr notices and drafts the nudge.

Try a free demo Try a morning

ReadsGmail · Calendar · QuickBooks · Shopify

The deals board in the private demo: open pipeline, the weighted forecast and the deals stuck in a stage.

Before Thu, Sep 24

Three things need you.

  1. Approve a nudge to Retailer B, quiet for 19 daystoday
  2. Decide the price on a $42,000 wholesale orderby Wed
  3. Review the weighted forecast, $67,200by Thu
Review approvals (3)

What’s inside Sales & CRM.

The pages your team opens, and the question each one answers.

Pipeline

  • LeadsNew inquiries, and how fast each one got a reply.
  • DealsEvery opportunity by stage, with the next step on the card.
  • Forecasts and quotesThe number weighted by stage, and the quotes behind it.

Relationships

  • Contacts and accountsWho you sell to and everything you’ve sent them.
  • Email and activityThe conversation history, on the right deal.
  • TasksFollow-ups with an owner and a date.

Insight

  • Dashboards and reportsWin rate, cycle length and where deals stall.
  • CasesCustomer issues that need sales to step in.

What Belwethr handles.

  1. Notices the quiet ones

    A deal that hasn’t moved in two weeks is flagged, with a follow-up drafted from the last conversation.

  2. Keeps the record straight

    Emails and meetings show up on the right account, so the history is there when someone else picks it up.

  3. Forecasts what’s real

    Each deal is weighted by its stage, so the number you plan on is the one you’re likely to see.

Examples use the sample business in the private demo.

More workspaces.

  1. Revenue OpsBooks, cash and profit, with the next 90 days in view.QuickBooks · Shopify · Stripe
  2. MarketingEvery channel tied to revenue, every launch on schedule.Klaviyo · Meta Ads · Google Ads
  3. WebsiteTraffic, search and conversion in one view.Search Console · Google Analytics · Shopify
  4. OperationsOrders out the door, stock that doesn’t run out.Shopify · Supplier email · Faire
  5. TeamGoals, meetings and tasks, each with a clear owner.Slack · Google Calendar · Google Drive
  6. Data & AnalyticsOne picture of the business, every number traceable.Shopify · QuickBooks · Klaviyo
Bell, the Belwethr sheep, trotting ahead

Your morning, in one view.

Belwethr is in private demo. Ask for access and the team will send you a link.

Try a free demo Already invited? Sign in How pricing works