N4N CRM · GATE 02

Every deal on one timeline

n4n CRM tracks leads, deals and pipeline on a single contact timeline the whole team can read — every call, form answer, envelope and invoice on the record, from first touch to closed-won.

Boarding

Gate 02 · Sales · boards with the next wave

SPECIMEN · PIPELINE VIEW

The board is the forecast

Stages across the top, deals as cards, the weighted number in the corner. When Meridian Supply signs, the card moves itself — and the contact timeline underneath shows exactly how the deal was won.

4 stages · $86,400 weighted

closed-won hands off to Invoice

every touch on the timeline

n4n crm · q3 pipelineweighted · $86,400
Qualified3 · $17,150

Harbor & Lane

$4,800

next · intro call thu

Nimbus Labs

$9,200

next · qualify budget

Corella Foods

$3,150

next · send one-pager

Proposal2 · $20,400

Westfield Dental

$12,500

viewed 3× today

Arlo Freight

$7,900

next · pricing call

Negotiation1 · $18,000

Pinebrook Realty

$18,000

next · legal review

Won2 · $30,750

Toft & Sons

$6,750

invoiced · jul 03

Meridian Supply

$24,000

Won

Meridian Supply · contact timeline

closed-won

Jun 30Form submitted — website demo request landed as a lead

Jul 02Call logged — scoped rollout across 3 warehouses

Jul 08Proposal sent from Docs — viewed 4 times

Jul 14Envelope completed in Sign — deal won · $24,000 · invoice drafted

CAPABILITIES · MANIFEST

Built for the way deals actually close

Stages that match how you sell

Name your stages, set win likelihoods and drag deals between them. The board is the forecast — no separate spreadsheet to reconcile on Friday.

One timeline per contact

Every email, call note, form answer and signed document lands on the contact record. The whole team reads the same history before anyone picks up the phone.

A next step on every deal

Deals without a follow-up get flagged, not forgotten. Set the next action once and CRM keeps it in front of the owner until it is done.

A forecast you can plan around

Stage probabilities roll the pipeline up to one weighted number, recalculated the moment a deal moves — the number in the corner is always current.

Segments and saved views

Slice contacts by source, size, territory or last touch, then save and share the view. Campaigns can mail any segment directly when it boards.

Leads from every door

Form submissions, booking requests and inbound mail create leads automatically, with the source recorded on the record from day one.

ROUTE MAP · GATE 02

CRM works the fleet

A deal is never just a deal. Three routes connect the pipeline to the apps before and after it — same account, same record, no exports.

n4n CRM

  • n4n Formsscheduled

    Forms feeds the top of the funnel — every submission arrives as a lead with its answers and source already on the record.

  • n4n Signscheduled

    Sign closes the paperwork — send the contract straight from the deal, and the envelope status posts back to the same timeline.

  • n4n Invoicescheduled

    Invoice picks up the win — closed-won drafts the invoice with the amount, contact and terms already filled in.

GATE 02 · ACTIVITY LOG

A Tuesday in the pipeline

sample day · times local

08:52new lead · Meridian Supplydemo request via Forms
11:06proposal viewed · Westfield Dentalthird open today
14:31contract signed · Meridian Supplyenvelope completed in Sign
14:32deal won · $24,000invoice drafted in Invoice

BOARDING INFORMATION

Questions at the gate

Straight answers on status, the timeline model and how CRM will be priced when it boards.

Is n4n CRM live today?

Not yet. n4n CRM is boarding — it is in active development as part of the next wave of the fleet. The only app live today is n4n AI. Email support@n4n.io and we will tell you the moment the gate opens.

What does "one contact timeline" mean?

Every touch with a contact — form answers, emails, call notes, meetings, signed documents, invoices — is written to a single chronological record. Anyone on the team opens the contact and sees the whole history, not their own fragment of it.

How does n4n CRM work with the rest of the fleet?

It shares one login and one balance with every n4n app. Forms submissions become leads, Sign envelopes post their status to the deal, and closing a deal drafts the invoice in Invoice — no connectors, no exports, no glue code.

How will n4n CRM be priced?

The same way as the rest of the fleet: one prepaid balance, pay for what you use, no per-seat pricing and a $0 minimum. Top up once and every n4n app draws from the same balance.

N4N CRM · GATE 02 · BOARDING

Be first at the gate

n4n CRM boards with the next wave of the fleet. Leave your address and we will tell you when the doors open — or start today with n4n AI, the departure that is already live.

one login · one balance · $0 minimum