Deals that open and close themselves
A pipeline is only as good as the last time someone updated it. sumwerk's is fed by what already happens - a call booked through Calendly or cal.com, a sign-up, a trial, a limit reached, a payment in Stripe - so the board is right without anyone keeping it up.
Join the waitlist Free while you build. Built on Stripe, hosted in Germany.
New business, from the first touch to the first payment
A booked call, a sign-up or a trial opens a deal. The trial moves it on, and the first payment wins it with the MRR the customer really pays, taken from Stripe. A trial that ends unpaid loses it, with the reason written down.
Expansion, renewals and retention come by themselves
A paying customer who reaches a limit of their plan appears in Expansion, and the deal is won with the MRR the upgrade added. Yearly subscriptions show up in Renewals sixty days before they renew. A failed payment or a scheduled cancellation opens a deal in Retention; it counts as saved when the signal clears.
Your stages, your rules
Rename, reorder and add stages, give each a probability for the forecast, and choose what moves a deal into a stage by itself. Drag a card to move it by hand, and close a lost deal with its reason.
The same customer everywhere
A deal is not a copy of the customer: it is the customer, with the notes, calls, emails, tasks and revenue you already see. Every move shows on their timeline and can start an automation.
Questions
- Do I have to enter deals by hand?
- Only what the product cannot see coming, such as a referral or an enterprise conversation. Everything that starts with a booking, a sign-up, a trial, a limit or a payment opens and moves by itself.
- Which booking tools work?
- Calendly and cal.com. A booked call creates the lead, the person, a note with the answers and a task for the host, and opens the deal.
- Is there an API?
- Yes. List the pipelines and stages, open, move and close deals, and use a key of your own so a deal is never created twice.
Goes well with
- CustomersA customer in sumwerk exists independent of Stripe: leads and trials from your product, several Stripe customers under one record, attributes, tags, owners.
- BillingPlans and what each gives, trials, a checkout of your own on your domain, billing pages for your customers, and the limits checked in your app.
- AutomationsWhen a trial starts, a payment fails or a cancellation is scheduled, sumwerk adds a task, sets the owner, tags the customer or calls your webhook.
Free while you build
Connect Stripe in one click and see your revenue, customers and pipeline in a few minutes. Switch on billing management when you want sumwerk to sell your plans in Stripe. Every module is free during early access. Sign-ups go through a waitlist for now: we let companies in one by one.