From first visit to signed MOA.
A Kanban pipeline built for school sales: long evaluation cycles, multiple decision-makers, and deals sized by student population. Move a card, the stage history records it — and when the deal closes, the school becomes a client record, not a duplicate.
crest / sales / pipelineQualified
2Bright Minds Montessori
4 d in stage
St. Augustine Learning Center
9 d in stage
Demo scheduled
1Maria Montessori School of Iloilo
2 d in stage
Proposal
1Northgate Christian School
6 d in stage
Negotiation
1Sacred Heart College of Lucena
11 d in stage
Stages that match your motion.
Pipelines and stages are seeded per workspace and fully configurable — qualify, demo, proposal, negotiation, or whatever your school sales cycle actually looks like.
- +Drag-and-drop stage movement on a live board
- +Opportunity create, edit, stage change, and archive
- +Stage changes write structured audit events — who moved what, when
- +Stage history preserved in the production schema
An opportunity is a school, not a lead.
Crest is vendor-side by design: opportunities carry school context because schools — not individuals — are the unit of business.
- School / prospect context
- Value & probability
- Expected close date
- Source & owner
- Stage
- Notes
The clean handoff.
Winning a deal is where most CRMs leak context. In Crest, the opportunity hands off to an authoritative school record — profile, population, pricing, and eventually billing — without a spreadsheet in between.
01
Opportunity closes
Stage moves to won; the event is on the record.
02
School record created
The prospect becomes the client — one identity, one history.
03
Commercial terms attached
Subscriptions and contracts carry the negotiated rate.
See Crest on your own portfolio.
A working session with your numbers: schools, subscriptions, receivables. We'll set up a workspace and walk your lifecycle end to end.
Invitation-only · Onboarding guided by the team that built it