AERVIO / REVENUE WORKSPACE

CRM & pipeline

Know the relationship. Own the next move.

Open pipeline $56,000 5 active opportunities · CAD

Weighted forecast $28,290 Open value × win probability

Win rate 50% 1 won / 2 closed · all time

Customer network 5 contacts 3 with recorded subscription

A few moves can change the picture. 3 open deals need attention. Give each one a clear next step.

All deals Open Needs attention Won Lost

3 deals · $23,500 Export

Discovery 1

$4,20020%

Bloom Wellness

Bloom — Growth partnership

$4,200 20%

Google Ads No next action

EC Emma Chen

Set next actionKeep the conversation moving

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Proposal 1

$12,50050%

Northline Studio

Northline — Website redesign

$12,500 50%

Organic search Overdue follow-up

OB Olivia Bennett

Add deal

Negotiation 1

$6,80075%

Maison & Co.

Maison — Brand & web

$6,800 75%

Website form Stage is aging

SL Sophie Laurent

Add deal

Won 0

$0100%

Room for your next win

Add deal

Lost 0

$00%

Room for your next win

Add deal

Drag deals between stages, or open a card to update its status. All amounts are CAD.

Connected records. Clear decisions. CAD · America/Toronto