Features

For small B2B sales teams who are done juggling tabs: seven tools, one workspace.

Pipeline, scoring, timeline, forecast, tasks, shortcuts and imports, all built to the same grid. Read on, pick the one that's costing you the most deals today, and go fix it.

Drag a deal. Everything else follows.

Move a card from Qualified to Proposal and its stage, column totals and next step update in the same beat. Rename stages, add pipelines for new motions, and read every column's value without opening a report.

  • Unlimited custom stages and pipelines on Bedrock and Summit
  • Column totals recalculate as cards move
  • Every card shows owner, score and next step
In your workflowRun your Monday pipeline review from this one board instead of a spreadsheet.

Start the day with the right call.

Every lead gets a score from fit (company size, role, industry) and engagement (opens, replies, pricing-page visits). It refreshes the second a prospect acts, and a click on the score shows exactly what moved it.

  • Set how much fit and engagement each count for
  • Hot, warm and cool bands you can filter by
  • Tick several leads, assign an owner in one move
In your workflowReps open the Leads list, work top-down until lunch, then log what happened.

Pick up any deal mid-conversation.

Gmail and Outlook threads, calendar meetings, call logs and notes stack into one scroll per contact. Reply from your inbox and it shows here; log a note here and it's saved back to the thread.

  • Two-way mail and calendar sync
  • Log a call or note with one keystroke
  • Filter by emails, calls, notes or meetings
In your workflowA deal changes hands on Thursday; the new owner is caught up before the next call.

Say where the quarter lands, and show your work.

Sandstone weights every open deal by stage and score, then draws a range instead of one hopeful number. Flip weekly to quarterly, compare against your target, and watch the totals match the pipeline line for line.

  • Low, likely and high cases on every view
  • Progress against target updates as deals move
  • Advanced forecasting on the Summit plan
In your workflowOpen Forecast before standup, then walk the room through the range.

No follow-up left behind.

Every deal can carry a next step with a date. Tasks gather into one list sorted by due date and score, so the call you promised Tuesday never slips under the one that just arrived.

  • Daily reminders for what's due and overdue
  • Snooze or reassign without leaving the list
  • Completed tasks write themselves into the timeline
In your workflowClose the day by clearing Overdue to zero, then start tomorrow on a clean slate.

Keep your hands on the keys.

Press ⌘K, type a few letters of a company, and move the deal, log the call or add a note without touching the mouse. Every action in Sandstone has a shortcut, and the palette teaches you each one as you go.

  • Search deals, contacts and companies in one box
  • Run actions on the record you just found
  • Shortcut hints shown beside every result
In your workflowBetween calls, log the outcome in four keystrokes and go straight to the next dial.

Bring the spreadsheet. Leave the mess.

Drop in a CSV of contacts and companies, match columns in one screen, and Sandstone flags duplicates before they land. Your first pipeline can be live by lunch.

  • Column matching with a preview of the first rows
  • Duplicate detection by email and company
  • Imported contacts pick up their mail history automatically
In your workflowImport on day one, connect mail, and your first ranked list appears right after.
Security

Your pipeline is the company's most sensitive list. It's treated that way.

Encrypted everywhere

Data is encrypted in transit and at rest, so contacts and conversations stay unreadable to anyone without access.

Role-based permissions

Decide who sees which pipelines, who can export and who can change scoring. Included on Summit.

Audit logs

Every export, permission change and deletion is recorded with who did it and when, so questions have answers.

Your data, exportable

Take your contacts, deals and notes out as CSV whenever you want. Nothing is held hostage.

Integrations

Plugged into the tools your reps already have open.

Gmail and Outlook

Two-way sync pulls in your history and writes new replies and notes back to the thread. Every email lands on the right contact.

Built in · two-way

Google Calendar

Demos and meetings attach to the contact and deal automatically, with attendees listed on the timeline.

Built in · two-way

Zoom and Microsoft Teams

Schedule a call from a deal and the meeting link rides along with the invite. The call appears in the timeline afterward.

Connect · one-click

Zapier, Shopify and GitLab

Send new orders, sign-ups or releases into Sandstone as contacts and notes, so nobody retypes a thing.

Connect · automations
Reliability

Fast when it's Friday at 4:55.

The end of a quarter is when a CRM gets leaned on hardest. Sandstone keeps boards, lists and forecasts responsive as your contact count grows, and tells you plainly when anything is syncing.

  • Live sync status shown in the sidebar
  • Edits save as you make them, with undo for moves
  • Plans scale from 1,000 contacts to unlimited
Seven features, one price

You've seen the tools. Now go use them.

Pick the plan that fits your contact list, pay once, and put your first ranked list in front of your team today.

See plans