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See every deal, and move it forward

Opportunities move through a pipeline's stages on a board, and Home shows what's open, what it's worth by probability and what was won.

The board

Drag a deal to another stage, or use Move To. Each column shows its count and amount.

Stages and probability

Each stage has a probability and is open, won or lost. Moving a deal to a won or lost stage closes it.

More than one pipeline

Admins add pipelines, for renewals or partnerships for example, each with its own stages.

Home

The open pipeline and its value weighted by probability, what was won this month, won and lost by month, and your open tasks.

See Customers with your sales process

Tell us how your team sells today, and we'll show you Customers set up the same way.

  • A walk through a pipeline set up like yours
  • Bringing your records over from a CSV export
  • Questions about plans for larger teams

Tell us about your team: how many people, and how you work today.

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Keep every customer and deal in Customers

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