CRM and pipeline
Wiggle's CRM is built for teams without a sales operations department. It keeps the whole relationship in one place and nudges you before anything goes quiet.
Leads convert into accounts with a click. Each account and deal carries a single timeline of calls, meetings, notes, emails, proposals and signed documents. Projects track status, budget, due date and task progress, so the work after the sale lives next to the sale itself.
Deals move through clear stages from lead to qualified, proposal sent, negotiating, and won or lost. See them as a list or grouped by stage, filter and sort any view, and act on several records at once. The home dashboard shows open pipeline value, proposals out, deals won this month and recurring revenue.
Wiggle checks every hour and tells you when a proposal has sat unsigned for three days, and again at seven, when a proposal link is about to expire, when a renewal is thirty days out, and when a prospect has not replied three days after your last email. A daily digest lists quiet deals, tasks due and messages waiting.
A lead form snippet for your website turns every submission into an account, a contact and a deal. A public booking page shows your open times for the next two weeks; a booking creates the lead, the meeting and the deal and sends calendar invites to both sides. Connect a Microsoft 365 or Google calendar and busy times are skipped automatically.
Won and lost this month, all-time win rate, recurring revenue, pipeline by stage, open deals by owner and deals by source.
