A sales pipeline next to contacts, enquiries and tasks: deals on a board, stages you choose, and the same privacy rules as the rest of the CRM.
- Pipeline: deals on a board and in a list, created by hand or from an enquiry, with boxes on contact, company and enquiry pages.
- Stages you set yourself (3 to 12). Every move is kept, and a lost deal asks for a reason.
- Work on a deal: comments, tasks, notifications and a responsible person, also in My work.
- Privacy: an enquiry behind an open deal is kept, a customer with an open deal is not anonymised, and erasing a customer also handles the comments on their deals.
- Counts only: reports and summaries never show deal values. Values are a number and a currency, with no forecasts.
- For Claude: list_deals, save_deal, move_deal and pipeline_summary.
- Fixes: a safer Settings redirect, a code-scanning warning removed, and a Fleet expiry reminder e-mail that failed is now sent again later.
- One database change. Nothing renamed.