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Track every deal from lead to close
Kanban-style pipeline showing every opportunity at every stage. Never let a hot lead go cold because it fell through the cracks.
Visual kanban pipeline with drag-and-drop stages
Revenue forecasting by pipeline stage
Automatic follow-up reminders
Won/lost analysis with reasons
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New Leads2
AC Replacement
Oakwood Apts
$7,200
Furnace Swap
J. Williams
$9,500
Quoted2
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Sarah Chen
$5,800Hot
Annual Maint.
Rivera LLC
$2,200
Won1
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Torres Family
$1,400
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