See every opportunity move forward.
Track opportunities through the stages your team defines, and understand exactly where every deal stands.
- Opportunities connected to the originating lead
- Stages your team configures
- Drag deals between stages as they progress
- Win and loss reasons captured at close
- Funnel and conversion analytics
- Performance broken down by stage, source and owner
Opportunities
Every opportunity stays linked to the lead it came from, with full conversation and activity history behind it.
Configurable stages
Your pipeline reflects how your team actually sells, rather than a fixed template.
Pipeline movement
Move deals between stages and see the board update, with every change recorded.
Lost reasons
Capture why a deal was lost so the pattern becomes visible over time.
Conversion tracking
See how many opportunities progress from each stage and where they stall.
Pipeline analytics
Funnel reporting across stage, source, owner and period, without an export.
Bring your entire sales process into one workspace.
Capture leads, stay on top of follow-ups, manage conversations, move opportunities forward and keep payments connected to the deal.
Currently onboarding new teams — we’ll get you set up personally.