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Pipeline.

A board shaped to the way you sell, with the totals kept up to date for you.

29 capabilities shipped

Every capability

Deals14
Pipelines and stages8
Dashboard7

Deals

14

Every opportunity on a board you can drag.

Change hundreds of deals at once
Close or reopen a deal
Create deal
Custom fields on a deal
Deal detail
Deal owner
Deals kanban board
Delete deal
Edit deal
Jump straight into a new deal
Link a deal to a contact
Move a deal between stages
Restore a deleted deal
Switch the board to a sortable table

Pipelines and stages

8

Stages named the way your team actually sells.

A starter pipeline on day one
Add a stage
Delete a stage
Live totals on every stage
Manage stages
Rename or recolour a stage
Reorder stages
Run more than one pipeline

Dashboard

7

What deserves attention today, the moment you sign in.

Dashboard narrative
Empty-workspace prompt
Headline metrics
Open tasks
Pipeline by stage
Recent activity feed
Top open deals

Keep looking

RecordsContacts, companies and tags Tasks and activityFollow-ups, notes and search Data modelFields, views, forms and CSV Automations and AIWorkflows and the assistant Workspace and trustPeople, roles and the audit trail

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