CRM & Client Management

See every deal
at a glance

A visual kanban board that shows your entire revenue pipeline in real time. Drag deals between stages, track win probability, and automate stage transitions — all in one intuitive view.

One dashboard for revenue, deals and leads.

Pipeline tools that actually move deals

Stop guessing where deals stand. Get a live, interactive view of everything in motion.

Drag-and-Drop Stages

Move deals between stages with a simple drag. Custom stage names, colors, and order — built around your exact sales process, not a generic template.

Win Probability & Deal Values

AI-calculated win probability on every deal card. See weighted pipeline values by stage — so your revenue forecast is always realistic, not optimistic.

Stage Automation

Set triggers for automatic actions when a deal moves: send a templated email, create a task, notify a team member, or update a field — automatically.

Live Pipeline View

Real-time updates as your team moves deals. Filter by owner, stage, value range, or close date. Switch between kanban, list, and forecast views.

Full pipeline, one screen

From first contact to closed-won — your entire sales motion in a single kanban board.

Deal Pipeline — Q1 2026
Total Value:$247,200Weighted:$152,340
New Lead3
Acme Corp
$15,000
TechStart Inc
$8,200
Qualified2
GlobalTech
$47,500
72% win prob
Proposal2
NovaBuild
$32,000
55% win prob
Negotiation1
Apex Industries
$63,500
82% win prob
Closed Won2
Summit Health
$25,000
Peak Dynamics
$10,000

Why teams love the pipeline view

3x
Visual Clarity

Every deal shows its stage and days-since-last-touch on the board, so a stalled one is visible at a glance instead of buried in a spreadsheet row.

40%
Faster Progression

Stage automations eliminate manual follow-up steps, moving deals through the pipeline 40% faster on average.

100%
Revenue Visibility

Real-time weighted pipeline value means no more end-of-quarter surprises. Always know exactly where your revenue stands.

Can I customize the stages?

Yes. Rename, add or remove stages to match how you sell, and set a win probability per stage.

How do deals move?

Drag a card to the next stage, or let the AI assistant move it when you tell it the outcome of a call.

Does the pipeline connect to estimates?

Yes. An estimate sent from a deal is attached to it, and accepting the estimate can move the deal to won.

Run your business from one place.

Five plans, seventeen launch apps, one dashboard. Set up in under 5 minutes — change tiers any time.

From $0 · Basic $9.95/mo · Save 20% on annual billing · Upgrade or downgrade any time