Pipeline & analytics
See the whole pipeline, and where it's heading.
Drag deals and leads between stages; the stage is the record's status, and every move is recorded. Analytics turn the same data into a forecast, a conversion rate and a feed of what your team just did.
What you can do
- Boards for sales deals and for leads, with totals per stage (phones get a Move to… menu)
- Amounts in different currencies are never added together
- Revenue forecast by expected closing month, weighted by each deal's win chance
- Lead conversion, leads by source, open pipeline by stage and overdue tasks
- Every chart has a table view, and a team activity feed shows who changed what
Good to know
- The forecast uses each deal's probability, or a typical per-stage chance (20% / 50% / 75%) when none is set.
Illustrative previews with sample data.
Ready to bring your data together?
Create a workspace, import your customers from a CSV, and give your team one place to work from.