Why are your deals stalling? Usually, no one
noticed until it was too late.
By the time you find out — the window to fix it is already gone.
Pipeline looks strong. But which deals are actually moving?
Same stage for three weeks. Nobody flagged it.
Forecast at month-start never matches what closes
You're asking reps for updates — instead of seeing it live
No way to tell whose pipeline is healthy and whose isn't
Your pipeline. Live. Honest.— Fully in your control..
One board. Every open deal. Exactly where it belongs.
Every deal card shows:
Name, value, and expected close date
Stage — and how long it's been there
Assigned rep and open tasks
Health indicator — flags when action is needed
Where your revenue is sitting
Where deals are getting stuck
Which conversations have gone quiet
Whether you're on track or behind
Where your revenue is sitting
Where deals are getting stuck
Which conversations have gone quiet
Whether you're on track or behind
From first conversation to closed deal
— tracked the whole way.
Lead shows interest
Rep creates a deal from the lead profile. Contact details and history carry over. No retyping.
Deal enters the pipeline
Drops into the first stage. Assign a rep, set value and close date, attach tasks.
Team works the deal
Rep moves it stage by stage. Every change logged. Tasks, meetings, notes — all on the timeline.
You spot problems early
Stalled deals. Open tasks with no owner. Close date approaching with no activity. All flagged — no asking anyone.
Deal closes or gets disqualified
Won, Lost, or Not Interested. Data stays. Team learns what worked.
Everything inside Deal Pipeline.
Customizable Stages
Your process. Your stages. Rename, add, reorder — done in seconds.
Real-Time Pipeline Value
Total deal value at every stage. Live. One glance — you know if you'll hit target.
Deal Health Indicators
Stalled too long. Tasks with no owner. No recent activity. Flagged automatically.
Revenue Forecast
Filter by week, month, or quarter. Built from real deal values and close dates — not assumptions.
Stage-by-Stage Time Tracking
See where deals slow down. Spot the pattern. Fix the process.
Full Deal Timeline
Every email, meeting, task, stage change — on the deal. Full context, one click.
Deal Assignment
Clear owner on every deal. No ambiguity. No dropped balls.
Questions people actually ask about
— Lead Management.
Yes — completely. Rename the defaults, add new ones, reorder them to match how your team actually sells. Takes seconds to set up.
It pulls directly from the deal values and close dates your reps set on each deal. Filter by week, month, or quarter — and see exactly what's expected to close. No formulas, no manual updates.
The pipeline flags it for you. No stage movement, no recent activity — it gets marked automatically. You see all flagged deals in one view without asking a single rep.
Yes. Every stage change, task, meeting, note, and email is logged to the deal as it happens. Open any deal and the full story is right there — before every call.
Yes. Filter by rep and see their open deals, pipeline value, and which deals have gone quiet. A live read on your whole team — not a weekly status meeting.
Still have questions?
Can't find the answer you're looking for? Please