Use “Open deals by stage (any CRM)” in Recued. Group your open CRM deals by stage — per-stage count, total and average value.
CRM (any vendor)
Use CRM (any vendor) in Recued for deal, contact, account, and vendor neutral. It includes 7 ready-to-run workflows.
What this pack installs
Included recipes
7 pinned recipes
This pack installs the complete recipe workflow together.
Use “Open-pipeline forecast (any CRM)” in Recued. Roll your open CRM pipeline into one forecast card: open-deal count, raw pipeline value (sum of amounts), and the vendor's committed forecast (sum of forecast amounts).
Use “Top open deals by value (any CRM)” in Recued. Rank your open CRM deals by amount and show the top slice as a table — name, owner, stage, value.
Use “Contacts missing a phone number (any CRM)” in Recued. Find CRM contacts with no phone number on file and show the count plus a follow-up table (email, lifecycle stage, owner). The missing-phone filter runs server-side in the CRM.
Use “Contacts by lifecycle stage (any CRM)” in Recued. Segment your CRM contacts by lifecycle stage and show per-stage counts as a table, largest first. Works with HubSpot or Salesforce contacts after setup (both services use a common lifecycle stage).
Use “Top accounts by revenue (any CRM)” in Recued. Rank your CRM accounts by annual revenue and show the top slice as a table — account, domain, industry, revenue.
Show all 7 recipes
Use “Account portfolio summary (any CRM)” in Recued. Summarize your CRM book of business in one card: account count, total annual revenue, and total headcount.