Kestrel Sales
You do not need a sales department. You need to know which conversation to have next. Kestrel Sales gives every opportunity a clear stage, an owner, and a next step. Then it gets out of the way.
Because it shares the same client record as the rest of Kestrel, the context from the first inquiry is still there when the deal closes.
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The pipeline
See every open opportunity on one board, grouped by the stages your business actually uses. Drag a deal forward, spot what has gone quiet, and know what the month looks like without opening a spreadsheet.
Visual stages
A board that matches your process, not a generic funnel.
Deal values
Weighted totals show what is realistic, not just what is possible.
Stale-deal alerts
Anything without a next step floats to the top.
Next actions
Every opportunity carries its own task, date, and owner. Open your day and see the calls to make, the proposals to send, and the people waiting on a reply, all in one list.
One next step
A deal cannot move forward without a clear action attached.
Shared ownership
Assign a teammate and the handoff is visible to everyone.
Daily focus
A short list of what actually needs you today.
Lead capture
Website inquiries, referrals, and conversations at school pickup all deserve a place to land. Add a lead in seconds from Mac or iPhone, and let the form or email thread fill in the details.
Repeat business
The easiest sale is the client you already have. Kestrel shows you who is due for a check-in, which projects are wrapping up, and where a small follow-up could become the next piece of work.
The details
Budget, timeline, decision-makers, and the reason they said not yet, all on the deal record. When a prospect comes back six months later, you are not starting from a blank page.
Deal notes
The context that never fits in a CRM field.
People and roles
Know who decides, who influences, and who pays.
Files and links
Proposals and briefs stay with the opportunity.
Privacy
Keep sensitive pipeline details between the people who need them. Restrict a deal, a value, or a set of notes without locking down the whole workspace.
Estimates
Turn a deal into a clean estimate in minutes. Use a template, adjust the line items, and send a link your client can approve on any device. The status updates itself.
Reusable templates
Start from the estimate that worked last time.
Online approval
Clients accept or ask a question without a PDF email chain.
Status tracking
See sent, viewed, and accepted at a glance.
Reporting
Simple reports answer the questions that matter: what closed this quarter, where deals stall, and which source brings the best work. No analyst required.
Integrations
Kestrel connects to Apple Mail, Calendar, Reminders, and the tools your team already uses. Add a deal from an email, turn a meeting into a follow-up, and keep your pipeline current without opening another tab.
Apple Mail
Create a deal from a client email in one click.
Calendar
Meetings appear on the deal, not in a separate silo.
Shortcuts
Automate the small stuff with the Mac you already use.
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