📊
CRM Pipeline
Module 1 · M365 Outlook two-way · Monday.com migrated · auto-routed from 4cg.com.au forms
Pipeline value
$8,358,428
15 open deals
Won 30d (onboarded)
$842,346
avg cycle 23 days
Win rate (90d)
75%
trial → onboarded
Avg deal size
$557,229
annual contract value
🪄 AI assist: auto-score every new lead, draft personalised follow-ups, flag stale deals, and predict close probability per stage.
✦AI Resolve: nudge stale deals (>14d)
✦Score 4 new inbound leads
✦Draft follow-up emails
Pipeline by stage
Qualified → Site Visit → Pricing → Trial → Contract → Onboarded · drag deals to advance · 🪄AI suggestions on each card
Stage 1
Qualified
4 deals
$1,133K
Northern Seafoods
Cold Chain
$594K
25d in stage
35%
Crew induction scheduled
Frozen Industries
Cold Chain
$190K
9d in stage
36%
MSA in counter-signature
Northern Seafoods
3PL
$189K
18d in stage
51%
Quote awaiting decision
Coldlink Australia
Transport
$160K
11d in stage
51%
MSA in counter-signature
Stage 2
Site Visit
3 deals
$1,736K
Coastal 3PL
Cold Chain
$872K
24d in stage
58%
Site visit booked Wed
Tundra Imports
Manufacturing
$692K
16d in stage
46%
Awaiting legal
Coastal 3PL
3PL
$172K
26d in stage
88%
Site visit booked Wed
Stage 3
Pricing
3 deals
$1,412K
Bluebird Foods
Manufacturing
$741K
17d in stage
57%
Quote awaiting decision
Glacier Foodservice
Transport
$514K
17d in stage
66%
MSA in counter-signature
Iceline Operations
Intermodal
$157K
17d in stage
81%
Awaiting legal
Stage 4
Trial
2 deals
$1,560K
Polar Distributors
Manufacturing
$1100K
17d in stage
32%
MSA in counter-signature
Cool Cargo Group
Cold Chain
$461K
22d in stage
46%
Rate-card draft sent
Stage 5
Contract
2 deals
$1,675K
Snowfox Imports
Intermodal
$893K
7d in stage
67%
Site visit booked Wed
Pacific Trading Co
Transport
$782K
3d in stage
76%
Awaiting legal
Stage 6
Onboarded
1 deals
$842K
Bluebird Foods
Intermodal
$842K
13d in stage
64%
Crew induction scheduled