Deal Pipeline

The Kanban board gives you the pulse of your sales in real time. Every card is a new opportunity, every column a step closer to the win. Move deals intuitively with drag and drop and keep an eye on your pipeline's total value at a glance. It’s sales management that feels so effortless, it almost runs itself.

Every team sells differently — and your pipeline should reflect that. Tailor the stages to perfectly match your unique process. Whether it’s rapid lead generation or long-term upselling, simply create multiple pipelines for different strategies. Automated probabilities take care of the math, so you can focus on selling.

Behind every card lies the full story of a deal. One click puts everything in front of you: key metrics, contacts, notes, and the complete history. Need a custom field for specific client info? You got it. This way, everyone on the team always knows exactly what it takes to close the deal.

Because the pipeline is deeply integrated with the Contacts app, you’ll never have to enter data twice. When you create a deal, the right contacts are already there. And when you open a customer profile, you instantly see all active and past opportunities. That’s the power of a true ecosystem.

As soon as a deal is won, a single click is all it takes to turn it into an active project — complete with all the information you’ve gathered. A successful close instantly becomes productive work. No friction, no lost time.