Drag-and-drop deal stages that fit how you actually sell — inbound, outbound, expansion, partner — each with its own funnel and weighted forecast. And because the pipeline sits on the same database as your invoicing and projects, a deal marked won becomes an invoice and a kicked-off project without an export, a Zap, or a re-key.
No add-on tiers, no feature gates — this is what the module ships with, included in every plan.
Run separate pipelines for new business, renewals, expansion and partner deals — each with its own stages, gates and automation. Switch between kanban, list and forecast views without losing context.
Define entry criteria per stage so a deal can't jump to “negotiation” without a quote attached. Round-robin or rule-based assignment routes each new deal to the right rep automatically.
Every stage carries a probability, every deal a close date. The forecast rolls up from rep to team to company, and tracks its own accuracy over time so you learn whose commit to trust.
Stage changes fire tasks, emails, Slack-style notifications and field updates. The follow-up gets created the moment the deal moves — nobody has to remember.
Mark a deal won and accounting picks up the customer, projects spawns the work, and the signed quote becomes the invoice. Same record graph, zero hand-off paperwork.
Funnel velocity, win/loss reasons, source ROI, stuck-deal alerts and competitor tracking — built around the Monday-morning questions, not a generic chart library.
A pipeline this capable usually means a Salesforce seat, an admin to configure it, and a consultant to keep it running. Here it's one toggle.
Start free with VCard & Link-in-Bio. Turn on Deal pipelines and the rest of the catalog from one flat plan — no per-seat fee, ever.