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General B2B

A clean pipeline for any B2B team.

Organizations, contacts, leads, deals with line items, and the calls, meetings and tasks that move them. A pipeline you can change yourself, with boards and dashboards that show where the quarter stands.

Book a demo See the plans

The CRM core is on every plan, Free included. Boards and dashboards come with Pro.

Illustration: a B2B deal board with Qualification, Needs Analysis and Proposal columns and their totals.
Illustration: sales dashboard tiles for lead conversion and overdue activities.

The preset

What it sets up for you.

Applied when your workspace is created. Rename, reorder or add to any of it afterwards; nothing here is fixed in code.

Deal stages

  1. Qualification
  2. Needs Analysis
  3. Proposal
  4. Negotiation
  5. Won
  6. Lost

Lead statuses

  1. New
  2. Contacted
  3. Qualified
  4. Converted
  5. Lost

Lead sources

  • Website
  • Referral
  • Email Campaign
  • Cold Call
  • Event
  • Partner
  • Social Media

Contact types

  • Customer
  • Prospect
  • Partner
  • Vendor

  • A standard B2B pipeline

    Qualification, Needs Analysis, Proposal, Negotiation, then Won or Lost. Each stage carries a probability that the deal takes on as it moves.

  • Lead statuses and sources

    From New to Converted, with the source of every lead: website, referral, campaign, cold call, event or partner.

  • Lost reasons

    Price, competitor, no budget, no decision, timing or not a fit: required when a deal is lost, and counted afterwards.

  • Deals with line items

    What the customer is buying, line by line: quantity times rate, adding up to the deal amount.

Modules

The modules that go with it.

Questions

General B2B: what people ask.

We are not in real estate, SaaS or services. Is it for us?

Very likely. General B2B is the CRM without industry extras: start there, rename the stages and add the custom fields your business needs.

See it with your own pipeline.

Book a demo and we will walk through Fibonacci CRM set up for your industry, or ask for early access and start on the Free plan.

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