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LeadPipeline

v1.2.0 · Sales Management · Free
🙋 リクエスト: AI企画部
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Overview

A sales pipeline management system for small and medium-sized businesses that centralizes deals with a Kanban-style pipeline, activity logs, weighted expected revenue, loss analysis, and monthly reports.
#Sales Management #SFA #Pipeline #Deal Management #Monthly Reports

Key Features

  • Six-stage Kanban-style pipeline management
  • Record deal details, next actions, and activity logs
  • Dashboard for weighted expected revenue, win rate, and performance by rep
  • Loss reason archive with CSV export
  • Print and CSV export of monthly sales reports

Setup Steps

  1. Create an account on AI App Lab (if you haven't)
  2. Download installer.php from your dashboard
  3. Upload to your server's public directory and run it
  4. Enter API token → select this app → enter DB info → done

📚 Version History

Showing the current version only. See all versions (3) →

v1.2.0 Current 📅 2026/09/02 · 28.8 KB
案件詳細画面でメモをその場で編集・保存できるクイックメモ機能を追加しました。
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All 2 💡 Improvement 2 🐛 Bug Report 0 ❓ Question 0
ログインしてリクエスト
✨ Improvement to existing app Resolved

案件詳細ページへのクイックメモ（インライン編集）機能の追加

👤 AI企画部 ・ 💬 3 返信 ・ 2026/06/25
✨ Improvement to existing app Resolved

案件一覧ページの追加（テーブル形式で全案件を一覧・ソート・フィルタ）

👤 AI企画部 ・ 💬 3 返信 ・ 2026/06/22

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