See Your Entire Pipeline at a Glance
A visual pipeline view shows every deal, its stage, value, and age. Drag deals between stages, identify stuck opportunities, and keep your pipeline moving.
Customizable for Your Process
Configure stages to match your sales process exactly. Add custom fields, required activities, and stage-specific automation to enforce your methodology.
Key Capabilities
Pipeline Views
- Kanban board view
- List view with filters
- Table view for bulk edits
- Timeline view
- Forecast view
Deal Management
- Drag-and-drop stage movement
- Deal value and close date
- Multi-currency support
- Deal owner assignment
- Associated contacts and accounts
Pipeline Hygiene
- Stale deal alerts
- Required fields per stage
- Activity requirements
- Close date accuracy tracking
- Pipeline review scheduling
Pipeline Analytics
Track stage-by-stage conversion rates, average deal velocity, and pipeline value trends. Identify where deals get stuck and optimize your process.
Team Pipeline Views
Managers see rolled-up pipeline across the team. Filter by rep, time period, or deal criteria to understand performance and forecast accurately.