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
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Keep every customer and deal in Customers
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