A full-stack Sales CRM - pipelines, Google Calendar, Meet, contacts, leads, and email campaigns - 100% on Ubex.
A sales team needed a complete CRM to manage their pipeline end to end. Kanban boards with deal stages, Google Calendar integration with automatic Google Meet creation, full contact and lead management, follow-ups, email campaigns with templates, and role-based user management. The entire CRM - built and runs on Ubex.
From spreadsheets and missed follow-ups to a unified sales machine.
Before
After (Ubex)
Everything a sales team needs to close deals.
From first contact to closed deal - every feature built and running on Ubex workflows and tables.
Pipeline & Kanban
Visual Kanban board with customizable deal stages. Drag deals through the pipeline. Default stages include won and lost. Track deal values, probability, and close dates.
Calendar & scheduling
Full appointment management synced with Google Calendar. Schedule meetings directly from the CRM. Every appointment linked to contacts and deals.
Google Meet integration
When appointments are created, Google Meet links are generated automatically. No manual setup needed. Links attached to the calendar event and shared with participants.
Contact management
Complete contact database with full profiles, communication history, deal associations, tags, and notes. Search, filter, and segment your entire network.
Lead management
Capture and qualify leads. Track source, status, and engagement. Convert leads to contacts when ready. Never lose a potential deal again.
Follow-ups
Schedule follow-up actions for every deal and contact. Get reminders when follow-ups are due. Track completion and maintain momentum on every opportunity.
Email campaigns
Send targeted email campaigns using pre-built templates. Bulk send to segments, track opens, and maintain consistent outreach. No third-party email tools needed.
Users & roles
Full user management with role-based access. Admin controls who sees what. Sales reps see their own pipeline, managers see everything. Secure and structured.
Deal analytics
Dashboard with pipeline value, win rates, average deal cycle, and team performance. See where deals get stuck and where your team excels.
Workflows, tables, and integrations - all inside Ubex.
The backend areas powering the platform.
| Area | Built with | What it handles |
|---|---|---|
| Pipeline engine | Both | Deal CRUD, stage transitions, Kanban data, win/loss tracking, deal values, probability calculations. |
| Calendar sync | Workflow | Google Calendar OAuth, event creation, bi-directional sync, automatic Google Meet link generation. |
| Contact & leads | Both | Contact database, lead capture, qualification workflow, conversion to contact, history tracking, tagging. |
| Follow-up system | Both | Follow-up scheduling, due date reminders, completion tracking, linked to deals and contacts. |
| Email campaigns | Both | Template management, audience segmentation, bulk sending, campaign scheduling, delivery tracking. |
| User & role management | Both | User CRUD, role assignment, permission controls, team hierarchy, access scoping per role. |
| Notifications | Workflow | Follow-up reminders, deal stage changes, new lead alerts, meeting reminders, assignment notifications. |
| Analytics & reporting | Both | Pipeline metrics, win/loss ratios, deal cycle time, team performance, revenue forecasting. |
We tried three different CRMs before this and none of them worked the way our team actually sells. The Google Calendar sync with automatic Meet links alone saved us 30 minutes a day. The Kanban pipeline is exactly how we think about our deals, and the follow-up system means nothing falls through the cracks anymore. Email campaigns that used to take an hour to set up in another tool now take five minutes. It's the first CRM our whole team actually uses every day.
This Sales CRM runs entirely on Ubex.
Yours can too.
Pipeline. Calendar. Meet. Contacts. Campaigns. All Ubex.
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