Pipeline
every deal, on one board.
Move deals between stages, see the value at each stage and run as many pipelines as your business needs.
Your stagesName and order stages to match how you sell.
Multiple pipelinesNew business, renewals and partners, kept apart.
Board or listWork the view that suits the task.
BoardListInsights
Qualified2
£24k
£12k
Proposal2
£48k
£9k
Negotiation1
£31k
Won0
Deal intelligence
know which deals need you today.
Every deal carries a confidence score and the reasons behind it, so you can act before it slips.
Confidence scoringA score for every open deal, updated as things change.
The reason whyEach score shows what moved it.
Next best stepA suggested action for deals at risk.
BoardDeal healthInsights
Northbeam LogisticsStrong82
Corvane HealthAt risk58
Harbour GroupSteady71
Orchard & CoStalled34
Contacts and companies
records that stay current.
Calls, emails and meetings update the right contact, company and deal, with every change traceable to its source.
No manual entryNotes and next steps filled in from conversations.
Traceable changesSee where every update came from.
One recordContacts, companies and deals linked together.
OverviewActivityDeals
NL
Northbeam Logistics
Logistics · 240 employees · Manchester
Updated from today's call
StageProposal
Next stepSend proposal
Decision makerUnknown
Close dateNot set
Pipeline insights
see where revenue slows down.
Conversion by stage, time in stage and win rates, broken down by owner, source and segment.
Stage conversionWhere deals move and where they stop.
Time in stageSpot bottlenecks before they cost the quarter.
Feeds the forecastThe same data drives Forecasting.
BoardDeal healthInsights
Leads
412
Qualified
256
Proposal
158
Negotiation
91
Won
58
Where it slowsDeals spend 19 days in Proposal on average, twice as long as last quarter.
Common questions.
Can I import my existing pipeline?
Yes. Import contacts, companies and deals from your current CRM or a spreadsheet, and map your stages to match.