Drag-and-drop Kanban boards with custom stages, deal values, and color-coded priority indicators.
Create unlimited pipelines for different products, services, or business lines with unique stages.
Forecast revenue by pipeline stage, close date, and probability with built-in sales analytics.
Trigger SMS, email, and task automations when deals move between pipeline stages.
Set up custom pipeline stages, deal fields, and probability rates for each business line.
Add deals to the pipeline, drag and drop between stages, and track value, close date, and probability.
Trigger automations on stage changes and forecast revenue with built-in sales analytics.
Yes. Create unlimited pipelines for different products, services, or business lines, each with its own custom stages and deal fields.
Yes. Forecast revenue by pipeline stage, close date, and deal probability with built-in sales analytics and reporting.
Yes. Trigger SMS, email, task assignments, and other automations automatically when deals move between pipeline stages.