CRM screens
Too many screens.
Salespeople open the CRM to find a number or move a stage, then go back to their inbox.
Solution · Business aviation
Pipedrive data, without the Pipedrive screens.
Charter sales teams live in their deals, not in their CRM settings. We build a simple workspace on top of Pipedrive: the deals each salesperson needs, and client proposals generated from templates that fit each type of client.
Where sales time goes.
Proposals
Proposals built by hand.
Aircraft, routes, pricing and options assembled manually for every request.
Client types
One template for everyone.
Owners, charter clients and brokers expect different proposals, but they all start from the same document.
Follow-up
Data in three places.
Inbox, spreadsheets and CRM each hold part of the client and the flight.
What we build.
Sales dashboard
Each salesperson’s deals, in one place.
- Their deals and next steps.What needs an answer today, without opening the CRM.
- The client in context.Contact, history and request details side by side.
- Written back to Pipedrive.Stages and notes stay up to date for the rest of the team.
Proposals
Client proposals from templates.
- A template per type of client.The right layout and content for each kind of client, set once.
- Your rules applied.Pricing, options and conditions filled in from your own rules.
- Linked to the deal.Each proposal stays attached to the client record in Pipedrive.
How a request flows.
01
Inquiry
A request arrives by email, form or phone.
02
Dashboard
It shows up in the salesperson’s dashboard, with the client context.
03
Proposal
Generated from the template that fits this client.
04
Validation
Checked internally when your rules require it.
05
Write-back
Sent to the client and written back to Pipedrive, ready for follow-up.
Pipedrive stays the source of truth.
Deals, contacts and pipeline stages stay in Pipedrive. The workspace reads what each salesperson needs and writes changes back, through official connections with the minimum permissions each integration needs.
Case studies.
Business aviationJetfly AviationMarketing, sales and charter teams working in one tool, with proposals connected to the CRM.Read the case study →
Media · Prisma MediaGEOMobile app journeys prototyped in Figma and tested with 200+ beta readers before development.Read the case study →
Media · Prisma MediaFemme ActuelleAn A/B test lab inside the live site: new modules shown to half of the readers, kept only when they worked.Read the case study →Questions.
Do salespeople still need to open Pipedrive?
Not for their daily work: the dashboard shows their deals and writes changes back. Pipedrive stays the CRM for the people who manage it.
Can each type of client get a different proposal?
Yes. Templates are set per type of client, and your pricing and conditions are applied to each one.
How long does it take?
The audit takes 3 to 5 working days. A first system is typically live in 2 to 6 weeks.
What if we do not need a custom tool?
Then we say so. The audit compares building, buying and integrating, and recommends the smallest correct intervention.
Tell us about your proposal workflow.
Describe it in a few lines. Our assistant helps you frame it, then you choose: a 20-minute call, or a reply from the team by email.