A pipeline board that coaches the next move
Add deals with stage, value, probability, and expected close, keep companies, contacts, and activity in one place, and let the Inbox parse inbound email into deals. Next-best-action coaching tells you what each deal needs, the Monthly Sales Report is built from your deals, and deals export as CSV or Excel.
Pipeline
Keep every deal moving, from first email to closed.
- Board by stageDrag deals across stages from Lead to Closed Won.
- InboxParse inbound email into a deal with company, contact and value.
- Companies and contactsKeep accounts, people and every deal in one place.
- Activity logLog calls, emails, meetings and tasks, in list or calendar view.
- Idle-deal flagsSee which open deals have gone quiet.
- AI CoachGet next-best-action coaching on a single deal.
- Reports and forecastWeighted pipeline value and a forecast for the next 30 to 180 days.
- Monthly Sales ReportSee bookings and run-rate by month from your deals.