stages you name yourself
Rename them, reorder them, give each a win probability. The board is a drawing of how your team really sells, and when you drag a deal across it the column totals settle before you let go.
See the stage editorNestor · Pipeline CRM · Sheet 01 of 08
you want to know which deal deserves your next hour. here’s how it happens.
Nestor is a CRM that scores every lead, tracks every deal and forecasts the month, so your reps open one screen and know exactly who to call first.
AScore 91 is engagement 54 plus fit 37, printed on the card itself.
BAn amber flag appears once a deal sits idle past the seven-day threshold you set.
CThe $100,620 forecast is closed revenue plus each open stage, weighted by its win probability.
Monday’s pipeline review opens in Nestor at
- Quillon
- Ironvale
- Ostrander & Pike
- Jasper Ridge
- Halcyon Row
§ 02 — Features
the instruments a pipeline actually needs
Five tools, drawn to the same scale and fastened to the same record. None of them asks a rep to fill in a form so that a manager can read a report.
a ranking you can argue with
Every lead carries a score built from engagement (opens, replies, pricing visits) and fit (role, size, industry). Open the number and both halves are there, so nobody has to take a black box on trust.
How scoring is builttwo views, one number
Roll October up by rep or by team. Closed, commit and best case stay separate, weighted by the stage probabilities you set, and the line moves every time a deal does.
Read the forecastevery thread, in the order it happened
Emails, calls and meetings land on one contact timeline, so whoever picks up the account on Thursday reads the history in a single scroll. Replies you haven’t opened carry a small blue dot until you have.
Tour the timelinea quiet nudge before a deal goes cold
Set the idle threshold. Nestor flags any deal that crosses it and queues the follow-up with the last thing said attached. Reminders arrive at the hour you chose, when you can act on them.
Set your thresholdMarginalia
A pipeline is a promise to your future self: that no good deal goes quiet because nobody remembered to look.
§ 04 — Setup
from a spreadsheet to a ranked monday, in three movements
The order matters more than the speed: contacts first, rules second, habit third.
- 01
bring the contacts across
Import a spreadsheet or connect your inbox and calendar. People, companies and past threads are matched and merged before a duplicate reaches the board.
Connect · import · merge - 02
draw your stages and scoring rules
Name the stages, set their win probabilities, and choose which behaviours earn points. The defaults are sensible, and every one of them is editable.
Stages · probabilities · points - 03
open the board on monday
Reps begin the week on a ranked list, managers begin it on the forecast, and reminders and stall alerts carry the rest of the week.
Ranked list · forecast · alerts
§ 05 — Works with your favorite tools
it sits beside the tools your team already keeps open
Support threads, call recordings and shipped work show up on the contact timeline, next to the emails and meetings that came before them.
- INT-01Notion
- INT-02Zendesk
- INT-03Zoom
- INT-04Linear
- INT-05Intercom
- INT-06Shopify
- INT-07Trello
- INT-08PagerDuty
§ 06 — Plans
pick the size of your counsel
Three plans, each priced per year. Start with a pipeline for three people, or give the whole department one forecast.
apprentice
For a founder and two colleagues learning the craft of a pipeline.
$89/ year
- Up to 3 users
- Contact and company management
- One visual deal pipeline
- Email logging and task reminders
counselor
For a team that wants scoring, and a forecast it can lean on.
$199/ year
- Up to 25 users
- Multiple pipelines
- Automated lead scoring
- Sales forecasting dashboards
- Calendar and inbox integrations
oracle
Most popularFor a department that wants prediction, permissions and a person to call.
$389/ year
- Unlimited users
- Predictive revenue forecasting
- Custom roles and permissions
- Advanced workflow automation
- Dedicated success manager and SSO
All plans billed once a year, in US dollars.
§ 07 — Customer stories
what teams noticed, week one to quarter’s end
- Week one
— Dana M., Sales Lead, Halcyon Row“Dragging a deal between stages finally feels like moving a card, not filing a form. We renamed every stage to match how we sell in about ten minutes.”
- Month two
— Wesley A., Account Executive, Quillon“The stall alert flagged a proposal we’d let go quiet for over a week. We rang that afternoon, and it signed the following Tuesday.”
- Quarter’s end
— Imogen B., VP Sales, Ostrander & Pike“Rep-level forecast beside the team-level one means our review starts with the numbers, not with who forgot to update the sheet.”
§ 08 — Begin
your next best deal is already in the pipeline. nestor points at it.
Choose a plan, open the board on Monday, and let a ranked list write your week.
$89Apprentice, per year
25Users on Counselor
$389Oracle, per year
∞Users on Oracle