A CRM that only stores contacts is an address book. A CRM that connects deals to estimates, shows your pipeline health at a glance, and tells you which leads are hottest right now — that's a system that actually helps you close.
We shipped four connected improvements to the com1 CRM this week. Each one is useful on its own, but together they turn your dashboard into a command center for sales.
Link estimates to deals
Every deal follows a path: a conversation turns into an opportunity, the opportunity gets a formal estimate, and the accepted estimate becomes an invoice. Until now, deals and estimates lived in separate corners of the app. You had to remember which estimate belonged to which deal.
Now every estimate can be linked to a deal. On the deal page, you see all related estimates with their status and amount. Click "New estimate" and the deal is pre-selected. On the estimate page, a link takes you back to the deal. The full pipeline is connected: Deal → Estimate → Invoice.
Pipeline dashboard widget
Your dashboard now shows a pipeline summary — open deals grouped by stage with proportional bars and value totals. At a glance you can see how much is in "Lead" versus "Negotiation", how many deals are in each stage, and what your total pipeline value looks like.
Next to it, a "Closing Soon" widget lists every deal whose expected close date falls within the next 14 days. Deals past their close date show in red. This is the widget that answers the Monday morning question: "What needs attention this week?"
Lead scoring on the dashboard
Lead scoring assigns a numeric score to contacts and deals based on rules you define. A deal reaching the proposal stage might earn +15 points. A note added to a contact earns +5. Scores decay daily for contacts you haven't interacted with, so the hottest leads naturally float to the top.
The dashboard now shows "Hot Deals" and "Hot Contacts" cards — the top 5 of each, ranked by score, with a visual progress bar. You open your dashboard and immediately know who deserves your attention today.
Search deals and contacts from anywhere
The command palette (Cmd+K or Ctrl+K) already searched tickets, projects, and notes. Now it also searches deals by title and contacts by name or email. Results show the corporation name and link directly to the right page — no matter which part of the app you're in.
Why this matters
Each of these features removes a step. Instead of navigating to the deals page to check your pipeline, it's on your dashboard. Instead of opening a deal to find its estimate, the link is right there. Instead of manually tracking which leads are hot, the scoring system tells you.
Small agencies don't need a CRM that takes a week to configure. They need one that works the moment they open it. That's what we're building.