Companies & contacts
One record per company and per person, with the deals, emails and activity that belong to them.
Vector · CRM
A CRM that lives next to your people.
Vector tracks companies, contacts and deals through a pipeline you shape, without another login, another bill or another place to keep contacts in sync.
Pipeline
SalesQualified
Website rebuild
$24k
Support retainer
$8k
Proposal
HR portal
$40k
Won
Mobile app
$62k
Total value
$134k
Weighted
$71k
What’s inside
The whole sales loop, from first contact to won deal.
Drag-and-drop pipeline
See every deal by stage, drag it forward, and spot overdue close dates at a glance. Deals you can’t edit are locked.
Deals with real values
Value, currency, expected close date, primary contact and company on every deal.
Activities & tasks
Log calls and meetings, and keep upcoming tasks on the Vector dashboard so follow-ups don’t slip.
Emails tied to deals
Review what was sent to contacts and linked to which deal, with drafts and failed sends in their own tabs.
Reports that answer questions
Overview, pipeline, activities, forecast and contacts for any date range, with total and weighted value, and won against lost.
Access
Sales access is its own switch.
Vector access is set per person as Admin, Member or Viewer, separate from every other role in Peoplance. Giving someone the pipeline doesn’t hand them HR data, and the other way round.
Admins configure pipelines and stages from Pipeline settings
Members work deals, contacts and activities
Viewers can follow along without changing anything
Questions, answered
The details that matter before you decide.
Is Vector a separate product?+
Vector is the CRM built into Peoplance. It uses the same sign-in and workspace, and its access is set per person as Admin, Member or Viewer, separately from their other roles.
Can we shape the pipeline to our sales process?+
Yes. Administrators set up pipelines and stages in Pipeline settings, and reports can be viewed per pipeline.
Does Vector keep track of emails?+
Vector lists the emails sent to contacts and linked to deals, with sent, draft and failed emails in separate tabs.
Also in Peoplance
Talk to us
Tell us what is scattered across your tools.
Describe how your team handles this today. We’ll show where Peoplance fits and where it doesn’t.