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What Customer Pipeline does
The most expensive CRM is the one you do not maintain. The big systems want mandatory fields, processes and a sales team that does nothing else all day. You just want to know: who is in play right now, how much revenue realistically sits in the pipeline, and who you need to chase this week. Kunden-Pipeline answers exactly that - and nothing else.
Deals move across a board from lead to won, by drag and drop, the way you know it from Kanban. Every deal carries a value and a probability, and the pipeline calculates weighted: a 10,000 euro deal at 20 percent counts as 2,000. So the sum at the top shows an honest forecast, not your wishful thinking.
You manage contacts and companies right next to it - with duplicate detection, so "MĂĽller GmbH" and "Mueller GmbH" do not haunt the system as two customers. If you already use the Kontaktbuch, you import your contacts from there instead of starting from zero.
Follow-ups are where sales actually fails - not at the pitch, at the chasing. So activities and follow-ups here are not a silent list you never open: they land in the Fristenwächter, your central deadline radar on werkzeu.ge, next to tax dates and notice periods. If you meant to chase Ms Schmidt on Thursday, the system reminds you on Thursday. Not never.
You do not have to retype or paste emails: put your pipeline's personal BCC address in copy and the mail is filed with the matching contact. It is opt-in, only text is stored, and you set the retention period yourself - GDPR is designed in here, not bolted on afterwards.
And then the click that turns the pipeline from a notebook into a tool: create a quote, straight from the deal. The customer is created in the invoicing system automatically, cleanly within the number range, no double entry. The quote takes its usual path - and when your customer accepts it online, the deal jumps to won on its own. No manual syncing, no pipeline limping three weeks behind reality.
Your customer data lives on werkzeu.ge servers in Germany. No tracking pixel, no "we use your data to improve our services", no sales call from your CRM vendor. Just you and your pipeline.
Features
Deal board from lead to won
Drag deals through the stages. Every deal with value, probability and everything around it in one place.
Weighted pipeline sums
Deal value times probability, summed per stage. You see the honest forecast, not the glossy version.
Contacts and companies with dedupe
People and companies cleanly linked. Duplicate detection keeps the same customer from haunting the system twice.
Follow-ups in the Fristenwächter
Activities and follow-ups automatically land in your central deadline radar. Chasing turns from an intention into a reminder.
Email logging via BCC
Put your personal BCC address in copy, done - the mail attaches to the right contact. Opt-in, text only, you set the retention yourself.
Quote straight from the deal
One click creates a quote in the invoicing system. The customer is created automatically, cleanly within the number range, no double entry.
Online acceptance closes the deal
When your customer accepts the quote online, the deal automatically jumps to won. The pipeline keeps itself current.
Import from the Kontaktbuch
Bring existing contacts over from the Kontaktbuch instead of retyping them. Getting started takes minutes, not days.
How it works
- 1
Bring in your contacts
Import contacts from the Kontaktbuch or create them directly. Duplicate detection keeps the base clean.
- 2
Create your deals
Create a deal with value and probability for every opportunity and drag it into the right stage. The weighted sum updates live.
- 3
Plan activities and follow-ups
Call, meeting, follow-up - note everything on the deal. Due follow-ups remind you via the Fristenwächter.
- 4
Log emails via BCC
Optional: activate your BCC address and copy it on customer emails. The correspondence then sits on the contact.
- 5
Create the quote and win
Click create quote from inside the deal - the customer is created in the invoicing system. Accepted online, the deal lands on won.
Who needs this
Frequently asked questions
How does the quote get from the deal into the invoicing system?
You click create quote inside the deal. Kunden-Pipeline automatically creates the customer in the invoicing system - cleanly within the number range, without you typing anything twice - and opens the quote with the deal data. From there everything runs as usual: send the quote, convert it into an invoice on acceptance, finalize GoBD-compliant.
What happens when the customer accepts the quote?
When your customer accepts the quote via the online link, the linked deal automatically jumps to won. Your pipeline stays current without you having to remember - and you see at a glance what is actually closed rather than merely sent.
How does email logging work - and what about GDPR?
You get a personal BCC address. Copy it on a customer email and the pipeline files the mail with the matching contact. It is deliberately built restrained: opt-in (off by default), only the text is stored, no attachments - and you set the retention period yourself so old correspondence does not linger forever. You remain responsible for your customer data; the pipeline gives you the tools to handle it frugally.
Is this a Pipedrive or HubSpot alternative?
For freelancers and small teams: yes. Deal board, weighted pipeline, contacts, activities, email logging - the core is there, plus the quote bridge into the invoicing system that would be a pricey add-on elsewhere. What is missing: marketing automation, lead scoring, AI sales forecasts. If you run a ten-person sales team with quota targets, stay with the big players. If you want your customers and quotes under control, you are in the right place - and your data stays in Germany.
What does Kunden-Pipeline cost?
Kunden-Pipeline is part of the Plus plan (16.99 euros per month or 169.90 euros per year, VAT included) - together with the invoicing system the quotes flow into, the Fristenwächter and all other Plus tools. Until November 30, 2026 there is tiered founder pricing - the earlier you join, the cheaper, and your price stays locked for as long as you stay subscribed.
What does weighted pipeline sum mean?
Every deal has a value and a probability of closing. The weighted sum multiplies both: a 10,000 euro deal at 20 percent counts as 2,000 euros, one at 80 percent as 8,000. So the pipeline shows a realistic revenue expectation instead of the sum of all dreams.
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