See every deal, lead, and opportunity in one clear view
Track your entire sales process step-by-step with visual pipelines — so you always know what stage each lead is in, what needs to happen next, and where your revenue is coming from.
Know exactly where every deal stands
Pipelines give you a clear, visual view of your entire sales or service process — from first contact to closed deal — so nothing gets lost or forgotten.
Visual deal tracking
See every opportunity in one place.
Stage-by-stage flow
Track progress from lead to closed deal.
Revenue visibility
See how much money is in your pipeline.
Automation-ready
Every stage change can trigger actions.
Build your process your way
Create custom pipelines with stages that match your exact business process — whether you're selling, onboarding, or managing clients.
Custom stages
Create steps like Lead → Call → Proposal → Closed.
Multiple pipelines
Use different pipelines for different services or teams.
Drag-and-drop setup
Reorder and adjust stages easily.
Built-in won/lost tracking
Automatically track outcomes and performance.
Each deal is fully tracked
Every opportunity stores everything related to a deal — contact info, value, tasks, notes, and activity history.
Deal value
Track how much each opportunity is worth.
Contact connection
Every deal is linked to a contact record.
Activity timeline
See calls, emails, notes, and actions.
Tasks & appointments
Everything tied directly to the deal.
Manage deals visually
The board view shows your pipeline as columns and cards — making it easy to manage deals at a glance.
Drag and drop
Move deals between stages instantly.
Quick insights
See key details directly on each card.
Custom card fields
Show the most important data on each deal.
Clean visual layout
Perfect for daily tracking and team meetings.
Manage large volumes with ease
Switch to a spreadsheet-style view for sorting, filtering, and managing large numbers of opportunities.
Sortable columns
Organize by value, owner, date, or status.
Bulk editing
Update multiple opportunities at once.
Advanced filtering
Find exactly what you’re looking for.
Export data
Download your pipeline data anytime.
Every stage triggers the next step
Pipelines are fully connected to workflows — meaning every movement can trigger follow-up, notifications, and actions automatically.
Auto-create deals
Create opportunities from forms or bookings.
Auto-advance stages
Move deals based on actions taken.
Task creation
Assign follow-ups automatically.
Internal alerts
Notify your team in real time.
Keep your team aligned
Assign ownership, track activity, and collaborate on deals without confusion or overlap.
Deal ownership
Assign each opportunity to a team member.
Followers
Give multiple users visibility into deals.
Shared activity history
Everyone sees the same updates and notes.
Workload distribution
Balance deals across your team.
See what’s working and where deals stall
Pipeline data feeds into dashboards that show conversion rates, bottlenecks, and revenue performance.
Conversion rates
See how many leads turn into customers.
Stage breakdown
Identify where deals are getting stuck.
Revenue forecasting
Estimate future income based on pipeline value.
Performance tracking
Compare results across team members and campaigns.
From lead to closed deal — fully tracked and automated
A lead enters your pipeline, moves through each stage, gets followed up with automatically, and becomes a customer — all tracked in one place.
Capture
A lead enters your pipeline from a form or funnel.
Track
Move them through stages as they progress.
Close & scale
Convert deals and analyze performance to grow.