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Solution for sales teams

A deal pipeline the whole team can see

Deal Kanban, client cards with touch history, documents and dashboards — in one workspace. The manager runs the deal, the lead sees the forecast, the CRO sees quarterly plan/actual.

Deploy the sales template

What actually slows a sales team down

Not «we need automation» in the abstract, but four concrete problems that lose deals and break the team.

Deals get lost between email and ExcelThe manager writes in Telegram, status lives in a spreadsheet, documents on a personal drive. A month later, nobody knows what stage the client is on.
The lead can't see the big pictureTo assemble a weekly report, the team lead surveys everyone. The plan is on a whiteboard, the actuals are in ten places. Decisions are made by feel.
Long cycle — forgotten clientsA deal runs for 3 months and somewhere in the middle a touch is lost. The client moves to a competitor because nobody remembered them in time.
Documents are prepared by handProposal in Word, contract in the legal template, invoice in 1C. An hour of paperwork per deal that could have been a call.

A funnel where all revenue is visible

Six stages, total per stage, conversion at each transition. The dashboard updates in real time as the manager moves a card.

  • You can re-shape the stages to fit your process — no restart
  • Conversion by manager and by lead source
  • Month-close forecast based on the current deal volume
  • Alerts for stuck deals — configurable by time

What each role gets

One product, three levels of visibility — no copying data between systems.

For the manager
  • Kanban of your own deals — cards visible from first touch to payment
  • Email, call, and meeting history in one card
  • Notifications about next steps and overdue tasks
  • Proposal templates with auto-fill
For the team lead
  • Pipeline dashboard with filters by manager, product, and region
  • Month-close forecast based on the current deals
  • Funnel weak spots — where deals stall and why
  • Manager KPI comparison for any period
For the CRO
  • Quarterly dashboard: plan/actual/forecast revenue
  • Stage-to-stage conversion — any bottleneck?
  • LTV and average ticket by customer segment
  • Path to payment by lead source

The sales template includes

A ready workspace — tables, boards, documents, dashboards, and automations. Not an empty editor, but an assembled stack.

«Deals» table template18 pre-set columns: status, amount, owner, source, product, close date
«Contacts» table templateCards for people and companies, links between them, touch history
Pipeline Kanban board6 default stages, reshape to your process
Lead dashboardEight ready widgets: funnel, forecast, conversion, leaderboard
DocumentsProposal, contract, and invoice templates with auto-fill from the deal
Automations«New deal → task for the manager», «Deal stalled 7 days → ping the lead»
Team chat«Large deals» channel with automatic alerts for amounts above 1M
Virtual officeSales department zone — for quick questions and morning stand-ups

I used to spend two hours every Friday assembling the deals report — managers sent exports, I rolled them up in Excel. Three weeks after rollout the report opens in 10 seconds, and each manager has a list of overdue items on screen. The big one — we stopped losing deals at the negotiation stage: automation reminds you a day before the deadline.

— Head of sales, B2B manufacturing, 14 managers

Connected to what you already have

Not «in place of everything», but «on top». Keep 1C, telephony, and email — their data shows up in the deal cards.

1CTwo-way sync of counterparties, invoices, and payments
TelegramNotifications and a chat bot for managers in the field
EmailInbox messages land in the client card automatically
TelephonyMango Office, UIS, Beeline — call recordings right in the deal
amoCRM / Bitrix24Import of deals and contacts during migration
Excel and Google SheetsOne-click import-export

Frequently asked questions

Can we run 100+ deals in one table?

Yes, by default. The table is optimized for tens of thousands of rows. Filters, grouping, and search are instant. For very large pipelines — split across several linked tables.

What if we already use amoCRM?

We import deals and contacts and continue working. Some teams keep amoCRM for calls and use Struktura for documents, reports, and collaboration with other departments.

Managers are afraid to switch to a new system

Our typical transition is two weeks. First week — managers run deals in both systems in parallel. Second — only in Struktura. The templates are familiar; the learning curve is short.

What about client base security?

Row-level permissions: the manager sees only their deals, the lead sees everything. The access log records who opened what. Export can be limited by role.

Deploy the pipeline in an hour, not a month

A ready template. A report the lead actually reads. The manager works in familiar cards from day one — no training, no manuals.

Deploy the templateLearn about tables →