Sales Pipeline

See Every Deal. Close More of Them.

A visual pipeline that shows you exactly where every deal stands, what needs attention, and what is about to close. No guesswork, just clarity.

New Leads3

Sarah Mitchell

$3,2002d

Tom Nguyen

$1,8005d

Rachel Adams

$4,5001d
Contacted2

James Cooper

$7,6008d

Lisa Chen

$2,40012d
Qualified2

Mark Sullivan

$12,00015d

Amy Brooks

$5,80010d
Proposal1

David Kim

$18,50022d
Won1

Emma Watson

$9,20028d
Closed won

Move deals forward without the friction

Your pipeline should feel fast and intuitive. These features make sure you spend more time selling and less time updating records.

Drag and Drop

Move deals between stages with a single drag. No forms, no menus, just grab it and drop it where it belongs.

Custom Pipeline Stages

Build a pipeline that matches your actual sales process. Add, rename, or reorder stages whenever you need to.

Weighted Forecasting

Assign close probabilities to each stage and let the system calculate your expected revenue automatically.

Win/Loss Tracking

Record why deals were won or lost. Over time, those patterns turn into real competitive advantages.

Revenue Forecast

$185,400

Projected this quarter

Closed Revenue
Pipeline Value
Forecasted Close
Jan
Feb
Mar
Apr
May
Jun

Predict revenue before it lands

Your pipeline is not just a list of deals. It is a forecasting engine. See closed revenue alongside pipeline value and forecasted closes so you always know where the business is heading.

Monthly breakdown of closed vs. forecasted revenue

Weighted pipeline value based on stage probabilities

Visual comparison of quota vs. actual performance

Drill down into any month to see contributing deals

Automate the boring stuff

Set up triggers that fire when deals move between stages. Send emails, create tasks, update records, or notify your team, all without lifting a finger.

Trigger actions on any stage change

Send personalised follow-up emails automatically

Create tasks and reminders for your team

Update deal fields and tag contacts based on stage

Pipeline Automation

When

Deal moves to "Proposal"

Then

Send proposal email

Then

Create follow-up task

When a deal moves to "Proposal," automatically send the proposal email and create a follow-up task. Zero manual work required.

The numbers that actually matter

Win rate, deal size, cycle length, revenue by source. All the metrics you need to understand performance and make better decisions.

Win Rate

34%

+5% vs last quarter

Avg Deal Size

$8,450

+$1,200 vs last quarter

Sales Cycle

23 days

-4 days vs last quarter

Revenue by Source

$48.2k

Referrals lead at 42%

Start closing more deals

Your pipeline should work as hard as you do. Set it up in minutes, start tracking deals today, and watch your close rate climb.