Pipeline & Deals
See your whole pipeline. Move every deal forward from one board.
Drag deals across a visual kanban, forecast revenue in real time, and let every call, text, and email log itself to the right deal automatically. No more updating the CRM after the fact — the work is the update.
New 1
Dental group · 8 seats
$12k
Qualified 2
Staffing firm · 20 seats
$28k
Insurance agency
$9k
Proposal 1
Home services · 30 seats
$40k
Won 1
SaaS startup · 14 seats
$18k
Capabilities
Everything included
- Visual kanban that's always accurate — Drag deals stage to stage. Every card shows value, owner, age, and last touch at a glance — updated live because activity logs itself, not because a rep remembered to.
- Real-time forecasting — Weighted pipeline and projected revenue recalculate the instant a deal moves. Commit, best-case, and stage-by-stage totals — no spreadsheet export, no month-end scramble.
- Every touch auto-logs to the deal — Calls, texts, and emails attach to the right deal automatically with timestamps, recordings, and transcripts. A complete, undisputed history on every card.
- Tasks & next steps that travel with the deal — Assign the follow-up, set the due date, and it rides along as the deal advances. Overdue tasks surface loud, so momentum never dies in someone's inbox.
- Act without leaving the board — Dial, text, or fire off a follow-up email straight from the card. Advance the stage in the same click. The work and the update are the same motion.
- Coach off the truth — Filter by rep, stage, value, or age. See which deals are stalling and why. Pipeline reviews run on real activity — not optimistic guesses.
1 board
Prospect to close, all in one view
0
Manual status updates — activity logs itself
100%
Of touches auto-attached to the right deal
“The board is always current — because nobody has to update it. Activity writes itself onto the card as it happens.”
Stop stitching. Start closing.
Dial, text, email, and close from one screen — with every touch auto-logged and compliance built in. Your team could be making calls this afternoon.
Free trial. No credit card. Live today.