01Pipelines
Several per workspace
Drag, drop, done.
A drag-and-drop pipeline board, with several pipelines per workspace, so New Business and Renewals run side by side. Add, reorder and archive stages. A drip sequence can start when a deal moves stage.
- A drag-and-drop pipeline board
- Several pipelines per workspace: run New Business and Renewals side by side
- Pipeline stages you configure: add, reorder, archive, and pick the default
- Drip sequences that can key off a deal moving stage
- A pipeline forecast of open deals by rep, stage and expected close month
- A deals directory with search, filters and CSV export, and a detail page for each deal
02Stages
Yours to configure
03Drips
On stage move
04Forecast
By rep, stage, month
Several pipelines
New Business and Renewals are different jobs.
Run several pipelines in one workspace, each with its own stages. Add, reorder and archive stages, and pick the default, so the board matches how you actually sell.
Stage moves
Move the card. Start the drip.
Condition-based drip sequences can key off a deal moving stage, so the follow-up starts when the deal does. Each deal carries one activity timeline, with calls, emails and meetings in one record, merged with tasks.
Forecast
What is due to land.
The pipeline forecast shows open deals by rep, stage and expected close month. On any open deal, the AI can give a close probability with its reasoning, the risks and a recommended next action.
08: Pipeline Management