On the web
A calm, fast workspace for your pipeline, calendar and settings.
Close more deals, one conversation at a time.
Skipper is the simple CRM for people who sell on relationships. Track every prospect, log every conversation, and never miss a follow-up.
Built for people whose business runs on relationships
- Insurance agents
- Mortgage brokers
- Real estate agents
- Financial advisors
- Consultants
- Freelancers
One place for every deal
Everything you need to sell. Nothing you don't.
No sales team, no setup project, no consultant. Create an account, add your prospects and start working your pipeline today.
On your phone
Check today's tasks, call a prospect and log the conversation before you've left the car park.
Features
Built around how a deal actually moves.
Every prospect in one place
Names, contacts, business details and a full history of every conversation, searchable in a second.
Stages and win probability
Move deals through stages you define. Each opportunity carries a 10 to 90% score, with sensible defaults per stage.
A calendar that runs your day
A 14-day strip of follow-ups, tasks due today and what's overdue, so nothing slips.
Log an activity in seconds
Date, activity type and a note, tagged to the opportunity and updating its stage if it moved, from the dashboard or from a task you're ticking off.
Bring your contacts with you
Import from a CSV. Skipper maps the columns, spots duplicates and never overwrites what you already have.
Make it fit the way you sell
Customise stages, statuses, activity types and fields, and keep a product catalog for your quotes.
Pipeline
See where every deal stands.
Stages show where each opportunity is in your process. The current status tells you the outcome so far. A probability score tells you what to chase first.
- Waiting, won, lost and unqualified, counted on your dashboard
- Won and lost set the score for you (100% and 0%)
- Product lines, first-year value and quote revisions on every opportunity
Follow-ups
Log it while it's fresh.
Finished a call? Log it in a few taps: when, how, what changed and what was said. Completing a task asks for the details, so the history writes itself.
Privacy and security
Your pipeline stays yours.
Your prospects are your business. Skipper is built so only you can see them.
Private to your account
Every account is isolated in the database. Other users can't see your prospects, and neither can we in the course of normal work.
Encrypted and protected
Connections are encrypted in transit, and passwords are never stored in readable form.
Export or delete any time
Download everything you've stored, or delete your account and all its data permanently, from the Account page.
No ads, no data sales
We don't sell your data or use it for advertising. Read the Privacy Policy for the details.
Start closing today.
Create your account in under a minute and add your first prospect.