FEATURE / 01
Pipeline modelling
Multiple pipelines, stage gates, custom probability models, weighted forecasting that reflects your actual close rates.
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Code Serve CRM
A customer relationship platform with the data model and reporting depth of an enterprise CRM, scoped for mid-market teams.
- Deployed since
- 2023
- Deployment
- Self-hosted or managed
- Modules
- PIPELINECONTACTSREPORTSACTIVITYADMINAPI
§01 / INTERFACE
§02 / OVERVIEW
What it does.
Code Serve CRM is a relationship management platform for mid-market sales operations: rich pipeline modelling, configurable record types, reporting that does not require a separate BI tool, and an open data model you can shape to your sales motion instead of working around someone else's.
WHO IT'S FOR
- Mid-market sales teams that have outgrown the lighter SaaS CRMs
- Operations leads who want owned data and a configurable schema
- Teams with a complex sales motion that does not fit the default CRM mould
§03 / FEATURES
Features.
FEATURE / 02
Configurable schema
Record types, fields, and relationships you can shape from the admin UI. Migrations and version history baked in.
FEATURE / 03
Reporting
Cohort-level pipeline reports, rep performance, deal velocity, win/loss reasons. Export to CSV or push to your warehouse.
FEATURE / 04
Activity tracking
Email, calls, and meetings logged automatically via integrations. Manual logging stays optional.
FEATURE / 05
Permissions
Fine-grained role permissions, territory rules, and field-level access control.
FEATURE / 06
Open API
Documented REST API and webhooks for everything in the system.
§04 / INTEGRATIONS
Integrations.
- SAML / OIDC
- GMAIL / O365
- SLACK
- REST API
§05 / DEPLOYMENT
How it ships.
- Model
- Self-hosted or managed
- Data
- Lives in your tenancy when self-hosted. Managed deployments use a per-customer database.
- Updates
- Quarterly major releases, monthly minors, security patches as needed. Release notes per change.
§06 / DEMO
See CRM in your context.
A 30-minute walkthrough of Code Serve CRM, focused on what you're trying to ship. We'll come prepared.
- Response window
- Within 48 hours
- Demo length
- 30 minutes