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Deals & Pipeline

See Every Deal and Move It Forward

Track each deal by stage, know what it is worth, and always see what needs your attention next.

Every stageVisible at a glance
1 clickTo move a deal on
Your stagesBuilt around your process

Built around how you sell

Set up the stages your sales process actually uses, then watch deals move through them.

Pipeline stages

Create your own stages and see how many deals sit in each one.

Multiple pipelines

Run separate pipelines for different products or sales processes.

Move deals in one click

Shift a deal to the next stage as soon as something changes.

Deal values

Record what each deal is worth and see the total in your pipeline.

Linked records

Every deal connects to its contact and company.

Control who sees amounts

Deal values can be kept visible to the people who should see them.

How it works

1

Set up your pipeline

Add the stages your team uses, in the order you use them.

2

Create or convert a deal

Add a deal directly, or convert a qualified lead.

3

Move it along

Change the stage as the conversation progresses.

4

Close it

Track the outcome and see where deals are won or lost.

Why it matters

Common questions

Yes. You can create your own pipelines and add or edit the stages in each one.

Yes. Create a separate pipeline for each product or sales process.

Convert a qualified lead and a deal can be created for it along with the contact and company.

Deal amounts are controlled by permission. Team members see their own deals, and owners see all of them.

Related features

Get your pipeline under control

Book a short demo and we'll build your stages with you.