Every opportunity, from first look to signed
Move businesses through your own stages, log what happened, set the next task, and see exactly where every deal stands - all in one board.
Custom stages · tasks, notes and full deal history.
Q3 Restaurants
Pipeline · owned by you@agency.com
0
In pipeline
0
Qualified
0
Won
Moved to Proposal
Bella Napoli · 2s ago
Everything you need to run a real sales process
Set up your pipeline in five guided steps
A clean wizard walks you from stages to your first deal - no guesswork, nothing missed.
Step 1 of 5
Stages
Build your board in minutes
A guided setup that takes you from a saved lead list to a working pipeline without touching a spreadsheet.
New pipeline
Review & createPipeline builder
Name your stages, choose your fields, assign owners - done.
Tasks & reminders
Never lose a deal to silence - schedule the next step.
Batch stage updates
Move hundreds of businesses through stages at once.
“Every deal lives on one board with its full history, so nothing stalls quietly. It turned our sales process from a guessing game into a machine.”
Marcus Vale · VP Growth, Beacon
Know your win rate, not your gut feel
See exactly how each pipeline performs - conversion, win rate and cycle length, per board and per owner.
Everyone knows whose deal it is
Assign an owner to every business, see workload at a glance, and keep the whole team working from one board instead of four spreadsheets.
Invite your teamDeal owners
3 on the teamMultiple pipelines
Run a separate board per service line, market or team.
Stale-deal alerts
Deals that go quiet get flagged before they go cold.
Won / lost reasons
Record why deals closed so the next quarter goes better.
Every deal, tracked end to end
Follow each opportunity through its whole journey - and know instantly when one stops moving.
Live stage status
Real-time position for every business on the board.
Stalled-deal tracking
Catch deals going quiet the moment it happens.
Built on a clean data model
Pipelines and individual deals are tracked as first-class records, so history and analytics are always accurate.
pipelinesEach board - its stages, owners and deal fields.
dealsEvery business you are working, with its full history.
A complete pipeline engine
Everything to organize, track and forecast the deals you are working.
Custom stages
Name the steps your process really has.
Deal records
Value, source, owner and close date.
Multiple pipelines
One board per service or market.
Tasks & reminders
Schedule the next step, every time.
Owner assignment
Everyone knows whose deal it is.
Full deal history
Every note and stage change, kept.
Saved filters
Slice the board however you work.
Pipeline analytics
Win rate per board and per owner.
Cycle-length tracking
See how long deals really take.
Live stage status
Real-time position for every deal.
Stale-deal alerts
Quiet deals flagged before they die.
Won / lost reasons
Learn why deals actually closed.
Frequently asked questions
It's where saved businesses become real opportunities. Build a board with your own stages, move each business along as things progress, and see exactly where every deal stands - with its full history attached.
Time is money. Build your first pipeline.
Organize, track and forecast every opportunity on one board. No credit card required.