Pipeline
See every deal at a glance. Switch between a table, board, stages and flow, and know what to chase first.
Try it free
Close more deals, one conversation at a time.
Skipper is the simple CRM for people who sell on relationships. Track every prospect, log every conversation, and never miss a follow-up.
Built for people whose business runs on relationships.
Follow every policy conversation from the first call to a signed contract. Build quotes from your product catalog and send them as a PDF.
Try it freeMove each application through stages you define, keep notes against every client, and never lose track of the next document or call.
Try it freeKeep buyers, sellers and viewings organised, with a task for every follow-up so no enquiry goes cold.
Try it freeRemember every client conversation and the agreed next step, with recurring fees counted per month or per year.
Try it freeTurn enquiries into proposals, keep every revision of a quote, and see what is in your pipeline this month.
Try it freeOne simple place for leads, quotes and follow-ups, without the weight of a big CRM.
Try it free
Deal
Fleet & cargo cover
Northwind Logistics
Contract sent80%$26,760/yr
Send contract · today
Deal
Refinance, 25 Elm Street
Ben Cole and Ryan Lee
Underwriting70%$6,200/yr
Chase income letter · Thu
Deal
Lakeview condo
Marta and James Evans
Offer made50%$12,400/yr
Call back about the offer · today
Deal
Retirement plan review
Margaret and Tom Ellis
Proposal sent60%$200/mo
Review meeting · Fri
Deal
Operations audit
Harbor & Co
Quote sent50%$18,000/yr
Follow up on quote · Mon
Deal
Brand refresh
Bluebird Studio
Demo scheduled30%$3,200/yr
Send moodboard · Wed
One platform for every deal
Everything you need to sell. Nothing you don't.
No sales team, no setup project, no consultant. Create an account, add your prospects and start working your pipeline today.
Quotes
Turn products into a quote in a click. Keep every revision, then download a PDF with your logo or email it.
Try it free
Products and pricing
Keep a catalog of what you sell, and see every deal's value per week, month or year, whichever suits you.
Try it free
Wherever you sell
On the web and in your pocket.
On the web
A calm, fast workspace for your pipeline, calendar and settings.
On your phone
Check today's tasks, call a prospect and log the conversation before you've left the car park.
Features
Built around how a deal actually moves.
Every prospect in one place
Names, contacts, business details and a full history of every conversation, searchable in a second.
Deals with win probability
Track each deal through stages you define, as a table, board or flow. Every deal carries a 10 to 90% score, with sensible defaults per stage.
Quotes you can send
Turn a deal's products into a quote, keep every revision, then download a PDF with your logo or open an email to your prospect.
A calendar that runs your day
A 14-day strip of follow-ups, tasks due today and what's overdue, each naming its prospect and deal.
Log an activity in seconds
Date, activity type and a note, tagged to the deal and updating its stage if it moved, from the dashboard or from a task you're ticking off.
Your value, your way
See pipeline value per week, month or year. Skipper counts the recurring part of each deal and keeps one-time fees out of the monthly view.
A catalog of what you sell
Keep your products and their usual prices in one place, so adding them to a deal takes seconds.
Bring your contacts with you
Import from a CSV. Skipper maps the columns, spots duplicates, never overwrites what you already have, and can create a deal for each new prospect.
Make it fit the way you sell
Customise stages, statuses, activity types and fields, and add your company name and logo to your quotes.
Prospects
Everything about a prospect, on one page.
Contact details, every deal, the tasks coming up and a full history of notes and conversations, each tagged to the deal it belongs to.
- See each prospect's open deals and their combined value
- Overdue tasks stand out, with the deal they belong to
- Filter notes and activity by deal, or by type
Follow-ups
Log it while it's fresh.
Finished a call? Log it in a few taps: when, how, what changed and what was said. Completing a task asks for the details, so the history writes itself.
Privacy and security
Your pipeline stays yours.
Your prospects are your business. Skipper is built so only you can see them.
Private to your account
Every account is isolated in the database. Other users can't see your prospects, and neither can we in the course of normal work.
Encrypted and protected
Connections are encrypted in transit, and passwords are never stored in readable form.
Export or delete any time
Download everything you've stored, or delete your account and all its data permanently, from the Account page.
No ads, no data sales
We don't sell your data or use it for advertising. Read the Privacy Policy for the details.
Start closing today.
Create your account in under a minute and add your first prospect.