First for sales

Shape customer records, proposals and pipeline views around the steps your team actually follows.

Customer relationships

Keep account details, conversation notes and an agreed next step together in a CRM you can adapt.

Sales teams

Workspace

Account list

CRM

Sample workspace

Table view

Stage	Owner	Next step
Discovery	Account executive	Confirm requirements
Evaluation	Sales lead	Schedule demo
Proposal	Account manager	Review scope

Record details

Turn interest into a clear next step

A prospect asks for a demonstration but has not identified who will make the buying decision.

Illustrative exampleSales opportunity

Current stage · Account executive

Demo follow-up

A prospect asks for a demonstration but has not identified who will make the buying decision.

From idea to live

Follow the crm from its first prompt to a change in Design Mode.

Build a tracker for sales opportunities and demos.
Describe your idea.
Start with an opportunity, the buying team and the next step you need to agree on.
Sales teams
Workspace
Account list
CRM
Sample workspace
Table view
Account Stage Owner Next step
Discovery Account executive Confirm requirements
Evaluation Sales lead Schedule demo
Proposal Account manager Review scope
Record details
Account
Cedar Studio
Stage
Discovery
Owner
Account executive
Next step
Confirm requirements
Point. Describe. Refine.
Keep chatting, or select an element in Design Mode and tell First exactly what to change.
Put it online
Your app gets its own link.
yourapp.onfirst.app
Anyone with the link can view it and make their own copy.
Make it live.
Try your app in preview, then publish and share the link. Keep improving it in the same conversation.