Kestrel
00Sales CRM for small B2B teams

Hold still over every deal. Then close.

Kestrel is the calm, exact CRM for sales teams of three to fifty. One board for the pipeline, an inbox that knows every deal, and a forecast that adds up to the cent.

Start free trialOpen the demo app
app.kestrel.example/pipeline

Q4 2026 · All owners

Pipeline

Open
$1.92M
Weighted
$878K
Deals
22
Lead5

$225K

Rivetworks

Factory floor analytics

$88KJan 15

Fathom Marine

Vessel telemetry

$54KFeb 12

Verdant Agritech

Field data platform

$38KJan 29

+2 more

Qualified6

$489K

Zephyr Mobility

Data platform

$175KDec 18

Lumenfield Energy

Grid telemetry analytics

$96KDec 11

Ironwood Construction

Project cost analytics

$72KDec 2

+3 more

Proposal6

$622K

Harborline Telecom

Network KPI platform

$240KDec 10

Pinecrest Insurance

Claims analytics

$124KNov 27

Emberly Foods

Supply chain visibility

$92KNov 24

+3 more

Negotiation5

$586K

Tidewater Bank

Risk dashboards

$212KNov 13

Halcyon Freight

Fleet analytics rollout

$148KOct 30

Bellwether Retail

Store ops rollout

$118KNov 6

+2 more

Closed won7

$353K

Ferrowick Logistics

Routes module

$128KOct 14

Ferrous & Vale

Plant analytics

$64KOct 8

Harborline Telecom

Network pilot

$46KOct 19

+4 more

Real UI, not a screenshot · Northbeam Analytics demo workspace

The demo workspace in numbers

Open pipeline
$1.92M
22 deals in four stages
Weighted
$878K
Amount × stage probability
Win rate
70%
Won ÷ closed deals
Sales cycle
89d
Created to closed won

1,400 small sales teams run their pipeline on Kestrel

  • NorthbeamProduct analytics
  • MOORGATEPayroll software
  • Fennel & PikeFood distribution
  • saltire/roboticsWarehouse robotics
  • OrreryScheduling software
  • BrackwaterWater analytics
  • Lumio DeskHelp desk software
  • TamarindClinic software
01Product

Three things, done exactly.

Kestrel does less than the CRM you're leaving. What it does, it does with the precision of a printed report and the speed of a spreadsheet.

01Pipeline

One board for every deal in motion.

Six stages, fixed colors, totals that add up. Drag a deal forward and the weighted pipeline, the forecast and the rep's quota move with it.

  • Stage probabilities you set once
  • Next step and date on every card
  • Board, list and table views of the same deals
More on pipeline

Halcyon Freight

Fleet analytics rollout

Negotiation

Amount

$148,000

Close

Oct 30

Probability
75%
Contact
Inés Álvarez
Owner
Dana Okafor
Quote
Q-2041

Next step · Tomorrow

Legal redlines call with procurement

By stage

Weighted
  • Lead5$22.5K
  • Qualified6$124K
  • Proposal6$300K
  • Negotiation5$431K
Total weighted$877,650
02Inbox

Email that knows which deal it's about.

Two-way sync puts every thread on the right deal and contact. Reply, schedule and enroll in a sequence without leaving the conversation.

  • Threads matched to deals automatically
  • Sequences with calls, emails and tasks
  • Opens and replies on the timeline
More on inbox
app.kestrel.example/inbox
  • Rob Keller2 h ago

    Re: Order form — payment terms

    Hi Dana, Thanks for this. Two things from our side: we'd need Net 45 instead of Net 30, and the onboarding fee invoiced on go-live rather than signature. If that works, I can take it to Inés tomorrow. Rob

  • Zoe CarterYesterday

    Data residency questions

    Hi Dana, Before our call today, could you confirm where event data is stored and whether we can pin it to US regions only? Ibrahim also asked about retention for raw events. Thanks, Zoe

  • Tess WhitakerYesterday

    Countersigned?

    Great news, Tess. I'll send it first thing tomorrow.

  • Noor Qureshi4 days ago

    Discovery notes + a few metrics

    Open-to-paid conversion, churn by newsletter, and sponsor delivery. Felix will join the next call.

  • Beatriz Lima6 days ago

    Renewal timing

    Hi Dana, our budget cycle closes Nov 20. If the store-ops piece is in the renewal, I need numbers by Nov 6. Tom is keen.

03Forecasting

A forecast you can defend line by line.

Closed, commit, best case and pipeline roll up from real deals. Every number on the forecast links back to the deals that make it.

  • Commit and best case per rep
  • Quota attainment with a pace marker
  • Month-by-month view of the quarter
More on forecasting
app.kestrel.example/reports

Closed won

$353K

Commit

$939K

Best case

$1.56M

Quota

$1.56M

Commit is 60% of quota72 days left
Oct · Closed won: 353KOct · Commit: 190KOct · Best case: 0Oct · Pipeline: 0Nov · Closed won: 0Nov · Commit: 396KNov · Best case: 382KNov · Pipeline: 36KDec · Closed won: 0Dec · Commit: 0Dec · Best case: 240KDec · Pipeline: 498K
  • Closed won
  • Commit
  • Best case
  • Pipeline

Weighted pipeline · Northbeam Analytics

$877,650

Every dollar on that line traces back to a deal, a stage and an owner. Click through any figure in Kestrel and you land on the records that make it.

See it in the demo board
02Around the board

Everything a small team needs to close. Nothing it doesn’t.

  • Sequences

    Multi-step outreach with emails, calls and tasks. Replies pause the sequence automatically.

  • Quotes

    Build quotes from your price book, send for e-signature and watch for the view.

  • Tasks

    Today, overdue and upcoming, each linked to the deal it moves forward.

  • Calendar

    Meetings land on the deal and the contact; prep notes sit next to the invite.

  • Mobile

    Log the call you just finished and check the board between meetings.

  • Reports

    Bookings, conversion, cycle time and leaderboards without a BI tool.

03Setup

Live in an afternoon.

No implementation partner, no six-week project. Most teams log their first deal on the day they sign up.

  1. 01Import≈ 20 min

    Bring contacts, companies and open deals from a CSV or your old CRM. Fields map themselves.

  2. 02Connect≈ 5 min

    Link email and calendar. Past threads and meetings attach to the right records.

  3. 03CloseEvery day

    Work the board, follow the next step on each card and let the forecast keep score.

04From the field

What customers say

“We stopped arguing about the forecast. It just is the pipeline now.”
Grace WhitfieldVP of Sales, Northbeam
“The board is the first tab my reps open and the last one they close. Nothing else in our stack can say that.”
Aurelie FontaineHead of Revenue, Moorgate
“It feels like a printed report that happens to update itself. Calm, exact, and fast enough that nobody waits for it.”
Ibrahim OseiCRO, Saltire Robotics

14-day trial · No card required

Hold still over every deal. Then strike.

Set up your pipeline in an afternoon. Import from a CSV, connect email and calendar, and run your next forecast from the board.

Start free trialOpen the demo app