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Pipeline

Your visual salesmanagement hub

See all your deals organized by stage in a Kanban-style board. Drag cards between stages, track pipeline value, and close more deals with complete visibility.

Everything you need to
manage your deals.

[01]
TechCo
$542,646
San Francisco
Nov 29, 2025

Rich deal cards

See company, owner, value, and
close date at a glance

[02]

Qualified

StartupX

$34k

Drop zone

TechCo

$28,000

Drag-and-drop movement

Move deals between stages and
auto-update status instantly

[03]
$Total Value
%Win Rate
ΣWeighted Value
fxCustom Formula
Add calculation
Total Value$92k

Calculations bar

Track total value, win rate, and
weighted pipeline per stage

Fully customizable.
Completely yours.

[01]
Lead
Proposal
Won
Qualified

Stage reordering

Drag stages to reorder them or
add new ones with the plus button

[02]
Location
Descending
Deal value
Ascending

Filtering & search

Filter by owner, value, stage, or
search across all deal fields

[03]
If
Value > $50k
Then
Assign to Senior Rep
If
Stage = Won
Then
Send to onboarding
If
Inactive 14 days
Then
Mark as rotten

Pipeline settings

Configure rotten deals, auto-advance,
notifications, and Slack integration

[04]
Custom Fields
Contract Type
Dropdown
Implementation Date
Date
Notes
Textarea

Custom deal fields

Add text, number, date, dropdown,
or textarea fields to capture data

Visual pipeline
management.

See all deals organized by stage in a clean Kanban layout. Each column represents a stage with deal cards showing company, value, owner, and close date.

In Progress

3

Acme Corp

$45,000

Dec 15, 2024

TechStart

$28,000

Dec 15, 2024

Won

2

GlobalFin

$92,000

Dec 15, 2024

MegaCo

$65,000

Dec 15, 2024

Proposal

2

StartupX

$34,000

Dec 15, 2024

DataFlow

$52,000

Dec 15, 2024

Summary

Discovery Call

Sarah is the VP of Sales at Acme Corp, evaluating CRM solutions after outgrowing their current tool. Budget approved for $45,000, targeting go-live by Q1 2025.

Insights

In Progress

3

Acme Corp

$45,000

Dec 15, 2024

TechStart

$28,000

Dec 15, 2024

@sarahMoving to Won!
@mikeUpdating value

Explore other categories.

[01]

Pipeline

[02]

Contacts

[03]

Sequences

[04]

Call Intelligence

[05]

Collaboration

[06]

Mobile App

[07]

WeldAgent

[08]

Integrations

[09]

Reporting

Get started today

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