A pipeline your clients actually read.
Most CRMs get abandoned because the owner can't see the money in them. Cuna puts every account on one line: who they are, where they stand, what they're worth and who last spoke to them.
Drill into a deal without losing the room.
The same calm layout carries into deals: stage, owner, value, win probability and how long a deal has sat where it is. The detail a salesperson needs and the overview an owner wants, on one surface.
- Win probability weighted by value, not by gut feel
- Days in stage, so stalled deals surface themselves
- Table or kanban, whichever the client prefers
And one list that says what to do about it.
Today turns the pipeline into a to-do list: new leads to answer, deals gone quiet, visits due. It's scored and sorted, so nobody has to decide where to start.
The parts a client stops noticing, because they just work.
Saved views and filters
Filter by segment, stage, owner or value and keep the arrangement. A roofer and a cleaner run the same engine, arranged for each.
One search box
Every company, contact and deal from a single field, with a keyboard shortcut.
Custom fields
Add the fields a trade actually needs (roof type, square metres, contract end) without a developer.
Import and dedupe
Bring in a spreadsheet or another CRM's export. Duplicates are caught on the way in.
Owners and teams
Every account and deal has an owner, so the table doubles as the answer to "who's on this?"
Totals at the foot
Pipeline value and average win probability for whatever is on screen, filter included.
Questions agencies ask
Companies or deals: which does it track?+
Both, in the same world. A company row rolls up its open deals, total pipeline value and average win probability; a deal row drills into stage, owner, value and activity. You move between them without losing context.
Where does win probability come from?+
It's value-weighted across a deal's stages, so a big deal early in the pipeline and a small one about to close are scored honestly rather than on gut feel.
Can each client keep their own view?+
Yes. Saved views, filters and instant search mean a roofing client and a cleaning client see the same engine arranged for how they actually work.
Can we bring a client's existing data in?+
Yes. Import contacts, companies and deals from a spreadsheet or another CRM's export, with duplicate detection on the way in.
Show a client their own pipeline.
Book a demo and we'll load a sample of your client's world into Cuna, so they see their accounts and deals the way they never have before.