Close More Deals, Faster

Visualize your entire sales pipeline with drag-and-drop kanban boards. Track every deal from first contact to closed-won, manage activities, and forecast revenue — all in one place.

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Deal Pipeline Qualification Acme Corp $12,000 JD 30% StartupXYZ $5,400 MK 20% Proposal GlobeTech $28,500 SL 50% Negotiation MegaRetail $45,000 AL 75% FinServe $18,200 KR 70% Closed Won DataFlow Inc $32,000 JD Won!
10k+
Deals Tracked
$2M+
Revenue Managed
34%
Win Rate Improvement
Custom Pipeline Stages

Visual Kanban Pipeline

See your entire sales process at a glance with an intuitive kanban board. Drag and drop deal cards between stages as they progress through your pipeline — from initial qualification all the way to closed-won.

Each card displays key deal information including company name, deal value, assigned rep, and win probability. Color-coded stages make it easy to spot bottlenecks and prioritize your highest-value opportunities.

  • Drag-and-drop deal cards across pipeline stages
  • Visual deal values and win probability on every card
  • Customizable pipeline stages to match your sales process
  • Filter deals by owner, value range, or expected close date
  • Stage totals showing aggregate deal values per column
  • Multiple pipelines for different products or sales teams

Complete Deal Details

Every deal has a dedicated detail view with all the information your sales team needs. Link contacts and companies, set expected revenue and close dates, track win probability, and add custom fields specific to your business.

Attach proposals, contracts, and supporting documents directly to deals. Keep a complete history of every interaction so anyone on your team can pick up where you left off.

A Acme Corp — Enterprise Plan Negotiation $45,000 DEAL DETAILS Expected Close Mar 28, 2026 Probability 75% Contact John Smith (CEO) Owner AL Alex Lee Source Website Inquiry Pipeline Enterprise Sales ATTACHMENTS 📎 Proposal_v2.pdf 📎 Contract.docx CUSTOM FIELDS Industry Technology Company Size 250-500 Product Interest Enterprise Suite + Add-ons

Activities & Follow-Ups

Never let a deal go cold. Schedule calls, emails, meetings, and tasks tied directly to each deal. Set reminders so your team always follows up at the right time, and keep a complete activity log of every interaction.

Track which activities move deals forward and identify winning patterns. Whether it is a quick follow-up call or a formal presentation, every touchpoint is captured and visible to your entire sales team.

Upcoming Activities ☎ Follow-up call with John Smith Acme Corp — Enterprise Plan Today, 2:00 PM Due ✉ Send revised proposal GlobeTech — Platform License Tomorrow, 10:00 AM Email 📅 Contract review meeting MegaRetail — Annual Subscription Wed, Mar 19 at 3:30 PM Meet Recent Activity Log Call completed with Acme Corp (15 min) — 1 hour ago Email sent to GlobeTech: pricing update — 3 hours ago

Reports & Forecasting

Data-driven insights to optimize your sales performance

Win/Loss Analysis

Understand why deals are won or lost. Analyze patterns by stage, deal size, sales rep, and source to continuously improve your win rate.

  • Win rate by pipeline stage
  • Loss reasons breakdown
  • Rep performance comparison

Pipeline Value

See the total value of deals at every stage. Track how your pipeline grows over time and identify which stages need more deals to hit your targets.

  • Total pipeline value by stage
  • Weighted pipeline forecasts
  • Month-over-month pipeline trends

Conversion Rates

Track how efficiently deals move through each stage. Identify where deals stall and optimize your process to improve stage-to-stage conversion.

  • Stage-to-stage conversion rates
  • Average time in each stage
  • Bottleneck identification

Revenue Forecasting

Predict future revenue based on deal probabilities and expected close dates. Set quarterly targets and track progress in real time.

  • Weighted revenue projections
  • Quota attainment tracking
  • Best-case and commit forecasts

Frequently Asked Questions

Common questions about CRM Deals

Yes. You can fully customize your pipeline stages to match your sales process. Add, remove, rename, and reorder stages as needed. Each stage can have its own default win probability and color coding. Changes take effect immediately across all views.

Absolutely. You can create as many pipelines as you need — for example, one for enterprise sales, one for SMB, and another for partnerships. Each pipeline has its own stages, and deals can be moved between pipelines if needed. Reports can filter by pipeline or aggregate across all.

Deal visibility and editing permissions are managed through roles. Admins can see all deals, while sales reps can be limited to viewing only their own deals or deals within their team. Permissions cover creating, editing, deleting, and reassigning deals as well as managing pipeline stages and settings.

You can schedule activities (calls, emails, meetings, tasks) on any deal and set reminder notifications. Overdue activities are highlighted so nothing falls through the cracks. The activity log keeps a complete history of every interaction tied to each deal.

The deals module includes win/loss analysis, pipeline value summaries, stage conversion rates, revenue forecasting, and rep performance reports. You can filter reports by date range, pipeline, deal owner, and source. Weighted forecasts use deal probability and expected close dates to project future revenue.

Every deal can be associated with one or more contacts and a company from your CRM. When you open a deal, you see the linked contact details, communication history, and company information. Conversely, viewing a contact or company shows all associated deals and their current status in the pipeline.

Start Closing More Deals Today

Visualize your pipeline, track every interaction, and forecast revenue with confidence.
Turn more opportunities into closed-won deals.

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