Visual Sales Pipelines
Drag-and-Drop
Multiple Pipelines
Automation
Revenue Tracking
Visual deal tracking
See every deal at a glance. Drag and drop cards between stages to update status instantly.
Kanban-style pipeline view
Drag-and-drop stage updates
Deal value and probability tracking
Color-coded stage indicators
Unlimited custom pipelines
Custom stages per pipeline
Pipeline-specific automations
Cross-pipeline reporting
Multiple pipelines
Create separate pipelines for different processes — sales, onboarding, renewals, support escalations, and more.
Pipeline automation
Trigger actions when deals move between stages. Send emails, assign tasks, update fields, and notify your team automatically.
Stage-change triggers
Automatic task assignment
Email and SMS notifications
Field updates on move
Pipeline value tracking
Win rate analytics
Sales velocity metrics
Revenue forecasting reports
Revenue forecasting
Track pipeline value, win rates, and velocity. Forecast revenue with confidence based on real data.
Related Capabilities
Quotes & Invoicing
Generate quotes and invoices from pipeline deals.
Workflow Builder
Automate pipeline processes.
Unified Conversations
Track deal-related conversations.
