Pipeline
A CRM only works if somebody types into it after every call, and nobody does. This one builds itself from the email and the notes you already have, and every deal moves a number that is already in your plan.
Drop in an email or your call notes. Throughline researches the company and the people, writes the next steps, and puts them on somebody's list. There is no form, and there is nothing to keep updated afterwards.
Your notes
No form. No fields to fill.
Next steps, already on a list
Send lead-time evidence to the ops lead
Draft wholesale terms at the volume tier
Connect your inbox and it keeps itself current, without anybody typing.
The deal, the people, their roles and the next steps come out of what you pasted.
You get the context on who they are before the first call, not after the third.
Honestly. Because it can see the plan, it knows whether this company serves it.
Every day, Throughline checks what has gone still. Quiet for ten days, stuck in one stage for a month, a promised next step past its date. The owner gets the follow-up already written, and one click puts it on their list.
What it looks for
Quiet for ten days
Same stage for a month
A promised next step past its date
Your contact has moved company
Only what needs a person reaches anybody. Everything else stays where it is.
Move the needle today
NorthBrew has been quiet eleven days
Petra Pavlov is now at Harbour Roasters
Recently resolved
Pipeline covers 78% of wholesale revenue
If your champion turns up at a new company, the old deal is warned and the new one is a warm door.
You are approving a message, not starting one from a blank box at the end of the day.
The old deal gets a warning while it is still fixable, and the new company becomes a door you already know.
Coverage against the revenue measure is a fact you can look at, not a spreadsheet somebody rebuilds monthly.
A CRM knows what a company is. Throughline knows what a company means to you, because it can see the plan the deal is paying for.