StackBuilt CRM

StackBuilt CRMStackBuilt CRM is a private internal B2B sales tool. JavaScript is required to use this application.Features

Focus Today — daily prioritized view of tasks, meetings, and follow-ups

Contacts — full contact database with status tracking and activity history

Companies — company profiles with linked contacts, deals, and timelines

Pipeline — kanban deal board with stage management and deal health scores (1–100)

Tasks — task list with due dates, priority levels, and completion tracking

Forecast — revenue forecast with weighted pipeline, health summaries, and stage breakdowns

Dashboard — at-a-glance KPIs, at-risk deal alerts, and recent activity feed

Deal Health ScoringEvery deal is scored 1–100 based on recency of activity, task completion rate, stage progression, deal size, and overdue indicators. Scores are labeled Excellent, Healthy, Watch, At Risk, or Critical.