A real-time kanban view of every deal, from first contact to closed.
Build kanban stages that match how you actually sell, then drag deals forward as they progress.
There's no enterprise complexity and no six-week implementation — your pipeline works the way your business does, on day one.
Add deal values — one-time and recurring, tracked separately — and expected close dates, and your forecast starts building itself.
Assignment rules give every opportunity a clear owner, so nothing sits in limbo waiting for someone to claim it.
Every deal card carries a green, yellow, or red marker for how long it's been since anyone talked to the customer. A synced email, a logged call, a meeting, or a signed document resets it on its own, and you set the thresholds — a week and three weeks out of the box.
Stalled deals stop hiding. The whole team works from the same board, so Monday standups take five minutes instead of thirty.
Because your pipeline lives alongside email, documents, and support history, you always know exactly where things stand before you pick up the phone.
No tab-switching, no "let me check another system." One look, full picture, better close rate.