openmasu
solutions · sales
A sales pipeline your whole team can move, live.
Track deals on a kanban by stage, linked to the companies and contacts behind them. A formula gives each deal its weighted value, and your Stripe customers, subscriptions and invoices sync into a base right next to it.
- Kanban pipeline: drag a deal to change its stage
- Deals linked to Companies and Contacts
- Weighted value formula: {Amount} * {Probability}
| Deal | Company | Stage | Amount | Probability | Weighted |
|---|---|---|---|---|---|
| Annual license renewal | Northwind Studio | Negotiation | $12,000 | 80% | $9,600 |
| Team plan, 25 seats | Bluepeak Logistics | Proposal | $7,500 | 50% | $3,750 |
| Onboarding package | Harbor & Pine | Qualified | $4,800 | 30% | $1,440 |
| Pilot for support team | Copperline Labs | Discovery | $3,000 | 10% | $300 |
| Multi-site rollout | Northwind Studio | Won | $18,000 | 100% | $18,000 |
Everyday workflows
The pipeline as a kanban
Each deal is a record with a «Stage» single select: Discovery, Qualified, Proposal, Negotiation, Won, Lost. The kanban stacks cards by stage, and dragging one to the next column updates it for everyone in real time. A view filtered to «Stage is not Won or Lost» is your open pipeline.
Deals, companies and contacts, linked
Link each deal to its company and to the contacts involved. Links are two-way, so a company record lists all its deals and people without extra work. Log the last call in a comment and @mention a teammate who needs to follow up.
Forecast with a weighted value
Add «Amount» as currency, «Probability» as percent and a formula {Amount} * {Probability}. Group the grid by «Expected close» month, and the summary bar re-totals amount and weighted value for exactly the deals you see on screen.
Stripe billing next to your deals
Connect Stripe and OpenMasu creates a separate base with Customers, Payments, Invoices, Subscriptions and Products, refreshed every 15 minutes. It is read-only toward Stripe. Add your own fields, like an account owner or renewal notes, and the sync never touches them.
Stale deals, caught early
Add a «Last contact» date and a formula DATETIME_DIFF(TODAY(), {Last contact}, 'days'). Sort open deals by it, or filter to anything over 30 days, and you have the list for Monday's pipeline review before anyone asks for it.
Views & structure
Key views
- Kanban Move deals through stages by dragging cards between columns.
- Grid Edit amounts in bulk and re-total the forecast in the summary bar.
- Calendar See expected close dates and follow-up calls by week.
- Form Capture inbound leads from your website straight into a Leads table.
Recommended fields
- Stage (Single select) Colored stages that drive the kanban columns.
- Amount (Currency) Deal value with your currency symbol and decimals.
- Probability (Percent) Chance of closing, used by the weighted value formula.
- Weighted (Formula) {Amount} * {Probability}, formatted as currency for the forecast.
- Company (Link to another record) Connects the deal to its account; the company lists its deals.
- Expected close (Date) Groups the forecast by month and feeds the calendar.
- Owner (Single select) Who runs the deal, as a list of rep names.
Your agent over MCP
Connect your own agent (Claude, ChatGPT, Codex or Cursor) over MCP. It can set up the CRM, load leads you paste, link them to companies and answer pipeline questions using the same views and filters your team uses.
create_records link_records query_records aggregate_records describe_base
Move your pipeline into one live base
Start with Deals, Companies and Contacts, then connect Stripe to see who is already paying.