Use cases · Why Onnie

Sales & CRM

Pipeline work that stays shared

CRM fails when the pipeline is a spreadsheet and the real story is in email. Onnie keeps deals as Work and Tables — and lets you build the CRM UI you actually want on Canvas.

Tables · pipeline lawWork · deal motionCanvas · CRM deskRoutines · follow-ups

// who it's for

Solopipeline you actually openSmall teamsshared deal rooms

// friction

Rows aren’t a sales room

Stages in a sheet, context in mail, next steps in your head. Handoffs mean re-explaining the deal.

// on onnie

Tables for law, Canvas for the desk, Work for motion

Pipeline truth lives in Tables. Canvas is the custom CRM surface bound to that data. Serious deals ride Work; Routines and agents chase follow-ups; Connectors keep mail and calendar in the loop.

This is not another bolted-on CRM. It is OS residue: law in Tables, desk on Canvas, motion on Work.

01Tables02Work03Canvas04Routines · Agents05Connectors

// workflow on the os

How a deal actually moves

Click each step. Law in Tables — desk on Canvas — motion on Work. Not sheet + inbox cosplay.

Pipeline law is a Table

Stage, amount, owner, next date — durable rows humans and agents share. Not a private sheet with three truths.

Tables

// a week in the sales room

Residue, not re-explaining the deal

MONLaw open

Pipeline Table filtered open. Canvas desk shows the same rows as cards.

Tables · Canvas
TUEDeal spine

Northwind Work focus set from row facts. Proposal draft starts on spine.

Work · Tables
WEDDesk + chase

Routine pulse lands stalls. Agent draft waits Needs you — you still send.

Routines · Agents
THULoop in

Mail connector opens thread into Work. Stage still Table-owned.

Connectors · Work
FRIHorizon clear

Won / open / stall visible on desk. Next week opens warm.

Canvas · Tables

// proof · canvas crm desk

Your CRM desk — built on Onnie, not bolted on

Canvas pipeline board bound to the Tables Pipeline — cards, stages, deal side panel. Required: CRM UI, not spreadsheet-only.

CRM desk · Pipeline
BoardListForecast
Bound · Tables · PipelineLive · 8 open
Canvas columnsTable bindWork on dealdesk · not sheet theater
QUALIFY3
Acme pilot
$18,000
Next · demo Fri · you
rownew
Bright Labs
$9,500
Next · intro call
row
PROPOSE2
Northwind expand
$42,000
Proposal draft · Needs you
rowWork live
Harbor Co
$27,000
Next · legal redlines
rowWork
NEGOTIATE2
Orbit SaaS
$61,000
Security review
rowWork
Fieldline
$14,200
Pricing options out
row
STALL / WON—
Local co-op
$6,000
Stall · no reply 12d
rowstall
Studio retain
$24,000
Won · residue kept
rowwon
CRM desk — Canvas columns map to Table stages · selected card shows row facts · serious deals open Work · not a spreadsheet cosplaying as a sales room.

// nearby domains

Same OS, different residue

Peers that reuse Tables, Work, or multi-party rooms — different jobs.

Client work
Delivery rooms that actually close
Agency ops
Multi-client ops without tool soup
Project management
Shared spine instead of board chaos

// faq

Common questions

Yes. Pipeline lives as structured Tables and Work so the room shares status, not private CRM screenshots in chat.

Build the pipeline desk you actually open

Stand up Pipeline as law, open the Canvas desk, put serious deals on Work.

Start freeSee Canvas →