List of Opportunities
Sales Pipeline
Move deals through stages with value, priority and next step: your opportunities on a board from Lead to Won.
- Sales
Templates
Ready-made objects and lists for PromptLab. Each one installs with sample data, so it opens full, and every field can be changed after.
All 14 templates
- 3 linked objects
Billing
Subscriptions, invoices and payments, linked to each other and to accounts, contacts and deals. MRR and amounts paid add up on their own.
- Finance
- Sales
- Customer success
- Object · 8 fields
Candidates
A hiring pipeline for every open role. Move applicants from screening to offer and keep their resumes on file.
- Recruiting
- Object · 9 fields
Support tickets
Customer requests from open to resolved, by priority and channel, linked to the account that raised them.
- Customer success
- List of Accounts
Customer Success
Track account health, renewals and ARR: your accounts on a board from At Risk to Healthy, with the renewal date on each.
- Customer success
- Object · 8 fields
Investors
Manage your raise from first intro to signed term sheet. Track every investor, their firm and check size.
- Fundraising
- Object · 9 fields
Partnerships
Run your partner program in one place: resellers, referrers and technology partners, each linked to its account.
- Partnerships
- Sales
- Object · 9 fields
Contracts
Agreements with their value, term and renewal type, so nothing auto-renews without you noticing.
- Sales
- Finance
- List of Contacts
Outreach
A prospecting sequence: contacts from Not Started to Meeting Booked, with the date of the last touch on each.
- Sales
- Marketing
- Object · 9 fields
Vendors
Every supplier you buy from, with category, approval status, annual spend and when the contract ends.
- Operations
- Finance
- Object · 7 fields
Initiatives
Track work from kickoff to delivery. A board of every initiative by status, with owners, priority and budget.
- Operations
- Object · 8 fields
Events
Plan the conferences, webinars and trade shows you run or attend, with budgets and registrations.
- Marketing
- List of Contacts
Recruiting
A candidate pipeline built from your contacts: a stage from New to Hired, a rating and the role on each.
- Recruiting
- List of Opportunities
Simple Deal Flow
A lightweight deal board: opportunities in four stages, Lead, In Progress, Won and Lost, with a deal value on each.
- Sales
Nothing here fits? Start from your spreadsheet.
In PromptLab a new object can start from a CSV or Excel file: it proposes a field for each column and imports the rows. Or start from scratch and add fields as you go.