A live pipeline that thinks ahead.
Most CRMs show you what's in the pipeline. Made CRM shows you what's at risk, what's stuck, and what's actually likely to close — without setup, without configuration, without a Salesforce admin.
- Weighted forecasting — confidence scoring per deal rolls up to your quarterly forecast automatically
- Stuck-deal flagging — deals that haven't moved in 14+ days surface as "Needs Attention"
- Active vs Net-New split — track existing book and new business side-by-side, not jumbled together
- Per-owner filtering — one click to see just your deals, or just Sarah's
Every conversation, every detail.
For relationship businesses, context is the product. Made CRM keeps every call, every note, every email logged against the deal — searchable forever, never lost in a Gmail thread.
- Full activity timeline — calls, notes, emails, and meetings all in one place
- Inline editing — update stage, value, close date, owner without leaving the panel
- One-click email — opens your Gmail with the contact pre-filled and the deal context attached
- Custom deal fields — ARR, AUM, fees, source, category — terminology shaped to your business
Knows where to focus — with reasoning you can trust.
Every open deal gets a 0–100 score and A–F grade based on six weighted factors. No black box. Click any score for the full breakdown — see exactly why a deal is rated where it is, and what's pulling it up or down.
- Industry-aware weighting — wealth scores on advisor activity, recruiting on search velocity, biotech on milestone progression — not a generic formula
- Six signals, openly weighted — stage probability, recency of activity, time in stage, owner velocity, deal value vs median, confidence
- Full breakdown panel — click any score to see exactly which factors helped or hurt
- Closed deals correctly excluded — scores show only on deals that need attention
Two pipelines. One workflow.
Existing clients and net-new prospects live different lives — different cycles, different touchpoints, different metrics. Made CRM separates them where it matters and rolls them up where it counts.
- Active clients pipeline — onboarding, ongoing engagement, annual review, at-risk
- Prospect pipeline — qualified, discovery, proposal, due diligence, signed
- Unified reporting — total pipeline, win rate, and forecast pulled from both
- Stage customization — your stages, your names, mapped during the discovery call
One product, shaped to your industry.
The same Made CRM, with the data model, terminology, and stages built around how your industry actually runs. Try any of the eight in the live demo — no signup.
Reports that earn the subscription.
The reports dashboard is built for the person who actually has to answer "how are we doing this quarter?" — not for a finance team to slice in a separate BI tool.
- Revenue dashboard — weighted forecast, total pipeline, win rate, commission projection
- Pipeline funnel by stage — visual breakdown of where the dollars sit and how long they linger
- Performance by owner — deals, gross, weighted, and closed per team member
- Top 10 deals by value — surfaced automatically, no manual ranking
- CSV export — for the CFO, for the board deck, for the spreadsheet you can't escape
Relationships slipping — before they do.
For relationship-driven businesses — RIAs, law firms, recruiting shops — the deals you lose aren't the ones you fight for. They're the ones you forgot about. Engagement Health surfaces them while there's still time to act.
- Days since last contact tracked automatically against every client
- Color-coded health — overdue, due soon, recent at a glance
- Tied to AUM or fee value so the biggest at-risk accounts surface first
- One-click drilldown to the deal panel to log the next touchpoint