Customize stages
Name stages to match how you sell.
Your whole sales journey on one board.
The pipeline board shows customers in columns by stage: new, contacted, proposal, won. Drag a card to move it, and see the count and value of each column.
SEE IT IN ACTION
Sales pipeline board
Drag customers between stages and see each stage’s value, with stages you tailor to your business.
- Stages you move with a tap
- Chats and calls in one profile
- Tags and lists for campaigns
HOW IT WORKS
Three steps, and it’s running.
Drag and drop
Move customers between stages with a tap or drag.
Watch the value
Expected value per stage helps you forecast.
WHY IT MATTERS
What you gain.
Better forecasts
Know what’s coming before month end.
No forgotten deals
Stuck deals stand out immediately.
Stages that move themselves
Automations and call outcomes move customers automatically.
One profile per customer
Details, tags, notes and every chat, call and booking in one timeline.
Tasks and follow-ups
A task with a due date and owner per customer, with reminders so no one is forgotten.
Import and clean up
Import from Excel, find and merge duplicates, and save the views you use every day.
Segments and tags
Filter by source, stage or tag, and send the segment to a campaign in one click.
Sync with your systems
Connect HubSpot, Zoho, Salesforce or Odoo to keep customers in sync.
