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CRM and pipeline

CalKeep's CRM layer adds opportunities on top of contacts so you can track deals, stages, and pipeline value without buying a separate CRM.

Find it at Pipeline in the sidebar.

Plan tier​

The CRM / Opportunities surface is gated to Business and Enterprise.

Free, Pro, and lower tiers have full access to Contacts (see Contacts) — opportunities is the layer that adds stages, deal value, and forecast.

What an opportunity adds over a contact​

A contact is a person or organization. An opportunity is a deal:

  • Stage — where the opportunity is in your pipeline (e.g., discovery, proposal, negotiation, closed-won, closed-lost).
  • Deal value — what the opportunity is worth.
  • Probability / weighted forecast — derived from stage.
  • Linked contacts — the people involved.
  • Linked bookings — the meetings that moved this opportunity along.
  • Linked tasks — the next steps the team owes the customer.

This is the difference between "I know this person exists" and "we expect to close this account in Q2 for $X with these next-steps."

How opportunities connect to the rest of CalKeep​

CalKeep is a scheduling workspace first, so opportunities are tightly linked to bookings and contacts:

  • A booking from a prospect can be promoted to an opportunity in one click.
  • Tasks can attach to an opportunity, so the next-step owed to the customer rolls up to the deal.
  • Process runs (see Processes) can drive a sales motion — discovery → proposal → close — with each step assigned and due.
  • Reminders on opportunities ensure no deal sits stale.

Workflow​

A typical pattern:

  1. A prospect books a discovery call through one of your booking pages.
  2. CalKeep auto-creates a contact.
  3. After the call, promote the contact to an opportunity, set the stage to "discovery", and pick a value estimate.
  4. As the deal advances, move it through stages; CalKeep recomputes the weighted forecast.
  5. Attach next-step tasks (proposal due, follow-up call, contract sent).
  6. When the deal closes, mark the opportunity closed-won or closed-lost. The booking, contact, and task history stay intact for reference.

Why this isn't HubSpot or Salesforce​

CalKeep's CRM is intentionally lightweight. If your sales motion needs custom objects, complex automations, multi-step approval flows, account-based marketing, or deep MAP/MAS integrations, a dedicated CRM will fit better.

What CalKeep's CRM does that the heavyweights don't:

  • It's already where your booking, contact, and task data live — no syncing, no duplicate entry.
  • It's priced as part of your scheduling workspace, not as a separate product.
  • It scales with the team you actually have (typically under 50 people).

Plan upgrade​

Workspaces on Free or Pro see a plan-upgrade prompt when they navigate to the Pipeline section. The contacts and tasks they've been using stay intact — upgrading flips the opportunity surface on; downgrading does not delete opportunity data, but the surface becomes read-only until the plan is restored.

Programmatic access​

Opportunity-specific API and webhook coverage is on the V1.2 roadmap. Today, the contact and task surfaces (see API tokens) cover most pipeline-adjacent automation needs through their links.

For workspaces that need full CRM data export, the contact CSV export and booking CSV (planned) are the workspace-portable artifacts.

Buyer-facing positioning​

For the public-facing description of how the pipeline tier fits into a small-team sales motion, see Track sales opportunities and pipeline value, not just a contact list.