CEDX CRM · Sales & CRM
Most CRMs store what a rep typed. This one grades it: every deal carries idle days and slip risk, every account carries a health score, and the forecast shows what moved since the week you locked it.
The riskiest deal in the demo workspace is not hidden in a report. It is the first alert on the Overview: slip risk 95%, no activity in 18 days, $420K, on the front page.
Runs on demo data. Northline Systems in the chrome is the software's demo workspace, not a customer.
What it is
The Forecast screen locks the number weekly — W5 through W8 sit side by side, marked LOCKED, with commit at submit and the delta since: +$1.4M row, +$480K versus prior. Nobody quietly edits history, because last week's call is still on the screen.
180 accounts with segment, status, open pipeline, deal count, health, owner and last touch on one row. The score is a number you can sort by — the red 43 sits between two green 82s — and the segments filter with chips: Enterprise, Mid-market, Growth.
The Overview does not say “pipeline looks soft”. It says: slip risk 95% — no activity in 18 days on a $420K negotiation; champion silent 26 days on a $255K deal; 14 activities overdue on this team. Symptom, cause and the fix, priced in dollars.
Product tour
Not a mockup and not a concept deck. This is what opens at /app/crm.
01 — Overview
Open pipeline $36.1M across 275 deals, won QTD $3.29M of a $4.15M quota — 80% attained on the ring — with 73 deals flagged at risk, slip ≥ 55%. The stage bars tell their own story: 66 in Proposal against 48 in Commit.
02 — Pipeline
The deal list carries stage, amount, probability, owner, close date and IDLE on every row — and idle is the column that matters: a $420K negotiation at 18 idle days sorts above a healthy one. 114 deals changed this week; that is a tab, not a guess.
03 — Accounts
180 accounts in the workspace, 80 of them customers with ARR, carrying $16.2M of open pipeline between them. Each row shows segment, status, pipeline, open deal count, health, owner and last touch — the account you have not called since June is visible from the list.
04 — Forecast
Closed won QTD $3.29M, commit $6.98M, best case $22.1M inclusive of commit, earlier-stage pipeline $13.9M. Commit-at-risk lists the deals idle ten days or more inside Commit — the ones most likely to embarrass the call.
Who runs it
Roles, not references. We have no named customers yet, so nobody in these photographs is quoted, credited or claimed as one.
Works the deal list by idle days, not by memory. The 18-day negotiation on the Overview is theirs to un-stick this week.
idle 18d · $420K
Watches health scores and last touch across the 80 customer accounts — the red 43 gets a call before renewal, not after.
health 43 · 80 customers
Calls the number on Friday and locks it. Next Friday the delta is on the same screen, so the conversation is about what moved, not whose spreadsheet is right.
W5–W8 · lockedThe shape of it
Every figure below is legible in the captures above. Nothing here is a projection of your estate — it is the state of the demo data.
How it runs
Monday starts in the deal list, sorted by days idle. The deal that has sat 18 days in negotiation gets a touch before anything new gets opened.
Slip risk and account health update as activity lands — a silent champion moves a deal up the radar, an overdue task moves an account's score down.
Friday the lead sets commit on the Forecast screen. The week locks — W5, W6, W7, W8 — and the lock is what next week's delta is measured against.
Next week's roll-up shows row and prior-side change, +$1.4M or −$480K, so the review is about movement, not about whose copy is current.
One record
A CRM is only as good as what happens to the record after the call. Here, the account and the deal are the shared objects the rest of the estate writes against.
The same deals, seen as a motion problem: stage throughput, velocity targets and aging — the RevOps view of this record.
CEDX QuotesA quote is built from the account's price book, and its discount and margin guardrails land back on the deal.
CEDX ConversationsThe threads behind the idle column — email, call, meeting and message touches against the same deal.
CEDX CommissionsWhen the deal closes, the credited amount and rate on the commission line trace back to this record.
Limits
Finding this out on the third call is worse for you than reading it here, and worse for us.
Start
Open it right now
Your book, your stages
CRM with the rest of it
Questions
Yes. Every screenshot is a capture of the running build and you can open the same build at /app/crm. It runs on demo data — the workspace named in the chrome is the demo tenant, not a customer.
From the record itself: days idle, stage age, overdue activities and silent threads. The Overview alert for the riskiest deal spells it out — slip risk 95%, no activity in 18 days — so you can check the arithmetic instead of trusting a colour.
The weekly locks say no. W5 through W8 sit side by side marked LOCKED with commit-at-submit and the delta since, so last week's call survives this week's optimism.
The spreadsheet knows what you typed. The record here knows what happened: 114 deals changed this week, idle days accumulate whether or not anyone logs them, and the account health score moves on activity, not on opinion.
No certification has been issued. What we can evidence about hosting, encryption, tenant isolation and production access is written up on the security page.
Live build, demo data, no card. Then sort your own book by idle days and see what floats up.