Apexloop

CRM and sales

Sales pipeline, contacts, emails and follow-ups — all in one place.

Apexloop CRM is not a fixed module. It is a flexible system where you design your own data model — companies, contacts, deals, activities, documents and automations — exactly as your sales process requires.

1
source of truth for sales
∞
custom fields and stages
0
re-typing between tools
Book a demoContact us

Core CRM data model

OblastCo řešíPříklad
CompaniesCompany records with industry, size, region, account manager, status and custom fields.ACME Ltd, Enterprise, EMEA, Jan Smith
ContactsPeople linked to companies — role, email, phone, communication history.Jane Doe, CEO, j.doe@acme.com
Deals / opportunitiesSales opportunities with stage, value, probability, owner and close date.Enterprise licence, €45,000, stage: Negotiation
ActivitiesCalls, meetings, tasks, follow-ups linked to contacts and deals.Demo call 2026-06-20, follow-up email
EmailsIncoming and outgoing emails mapped to company or contact records.Enquiry from Jane, proposal sent
DocumentsProposals, contracts, NDAs and attachments stored on CRM records.Proposal Q3 2026, signed NDA

Pipeline management

See where every deal stands

Kanban, table, list and chart views of your pipeline — with real-time aggregations and filtering.

Kanban pipelineDrag deals between stages. See total value per stage at a glance.
Table viewFilter, sort and bulk-edit deals with all columns visible.
Pipeline chartsValue by stage, deals by rep, win rate over time — built on live data.
Saved filtersSave views for 'My open deals', 'Closing this month' or any custom segment.
Activity calendarSee all follow-ups, calls and meetings in a calendar view.
Deal historyFull audit trail of every change, comment and action on the deal.

What Apexloop CRM replaces

Email threads in inboxAll communication is logged on the contact or deal record — no digging through inboxes.
Pipeline in ExcelLive pipeline with drag-and-drop stages, aggregations and automated updates.
Documents in DriveProposals, contracts and attachments stored directly on CRM records in context.
Follow-up notesTasks, reminders and follow-up notes linked to specific contacts and deals.
Reporting in ExcelReal-time charts and dashboards built on live CRM data — no weekly export needed.
Manual coordinationAutomations handle assignment, notifications, reminders and status transitions.
Automation

Repetitive sales tasks handled automatically

Automations respond to deal stage changes, activity deadlines and contact updates.

Follow-up reminders

Automatic reminder if a deal hasn't been touched in a defined number of days.

Email sequences

Triggered email sequence when a deal enters a specific stage.

Lead assignment

New leads assigned to reps automatically based on region, product or round-robin.

Pipeline updates

Status changes update related records — contact stage, last activity date, deal score.

Typical sales process

  1. 1Lead createdVia form, email, webhook or manual entry. Company and contact linked automatically.
  2. 2QualificationRep qualifies the lead. Adds deal with stage, value and close date estimate.
  3. 3NurturingActivities, emails, documents and follow-ups tracked on the deal record.
  4. 4ProposalProposal prepared from product database, approved and sent. Contract linked.
  5. 5ClosingDeal moves to Won. Order created, project kicked off, billing notified.
Permissions

Sales data visible to the right people

Reps see their own pipeline; managers see team performance; finance sees billing data — each scoped correctly.

REP

Sales Rep

Own pipeline

Own dealsEdit
Other reps' dealsHidden
Pricing rulesRead only
MGR

Sales Manager

Team management

All dealsEdit
Rep activityRead only
ForecastEdit
FIN

Finance

Billing and invoicing

Closed dealsRead only
Deal value and termsRead only
Internal sales notesHidden
Comparison

Fixed CRM vs. Apexloop CRM

Fixed CRMSalesforce, HubSpot, Pipedrive
Rigid data modelLeads, contacts, accounts, opportunities are fixed objects you adapt to — not the other way around.
Expensive customisationCustom fields, objects and flows require admin work, developer time or costly plan upgrades.
Data lives in the CRMDocuments, projects and invoices live in separate tools and must be integrated manually.
vs
Apexloop CRMYour structure, your process
Any data modelDesign companies, contacts and deals exactly as your sales process requires — without fixed object constraints.
Changes in minutesAdd fields, change stages, create views and build automations without a developer or admin ticket.
Connected to everythingProjects, documents, helpdesk, invoicing and contracts live in the same platform — connected to CRM records.
See the CRM in action

Features

What Apexloop CRM includes

FunkceApexloopStandard CRM
Data model
Custom fields on any objectplan-dependent
Custom pipeline stages
Related databases (projects, invoices, docs)integration required
Automation
Triggered automations without codingplan-dependent
Email sequences from templatesadd-on
Cross-database automation
Reporting
Live pipeline charts and dashboardsbasic
Custom KPI metricslimited
Reports without exportsexport to Excel
Communication

Email communication managed in CRM context

Emails sent from or received by your team are linked to the relevant company, contact or deal record.

Inbound and outbound emails

  • Incoming emails mapped to CRM records
  • Replies sent directly from deal or contact
  • Email history visible on company record

Automated sequences

  • Triggered emails on stage change
  • Follow-up sequences
  • Template library from Plate editor

Value comparison

CRM that connects to the rest of operations

Illustrative comparison for a team managing sales, projects and invoicing.

CRM + separate tools

Multiple subscriptions, manual bridges

CRM subscriptionper user/month
Project toolper user/month
Document managementper user/month
Integration maintenanceongoing overhead
Total stack cost3–5× single tool
Each tool handoff creates re-typing and lost context.

Apexloop

CRM connected to operations

CRM, projects, docs in one platformv ceně
No integrations to maintainv ceně
Context always availablev ceně
Automations across all datav ceně
Tool overheadminimal
From deal to delivery to invoice in one system.

In practice

A CRM that works the way your team sells

"The best CRM is the one your team actually uses — because it fits their process, not the other way around."

Sales operations team

CRM implementation · Apexloop

FAQ

Frequently asked questions about Apexloop CRM

Short answers to common questions when evaluating Apexloop as a CRM replacement.

Can Apexloop replace Salesforce or HubSpot?

For many mid-market and growing companies, yes. Apexloop is particularly well-suited for teams that want a flexible data model, deep operational integration and automation without a large admin burden. If you rely on specific vertical features of Salesforce (e.g., complex territory management), evaluate those requirements specifically.

Can we import contacts from our existing CRM?

Yes. Contacts can be imported via CSV or via API/webhook from your existing CRM. We can also help with migration.

Can emails be automatically linked to CRM records?

Yes. Incoming and outgoing emails can be mapped to company, contact or deal records automatically based on email address matching.

Can we track deals and projects in the same system?

Yes. A deal can link to a project, and when the deal closes, automation can create the delivery project automatically. All data stays connected.

Is there a mobile app?

Apexloop is a web application that works on mobile browsers. A native mobile app is on the roadmap.

Build a CRM that fits your sales process — not the other way around

Design your own data model, automate follow-ups and connect sales to projects, documents and invoicing — in one platform.

Book a demoContact us
  • Any data model — companies, contacts, deals
  • Pipeline kanban, table and chart views
  • Email linked to CRM records
  • Connected to projects, invoices and documents