CRM Suite · Pipeline & Sales
Close deals faster with clean stages
Visualize your sales process, automate deal tracking, and empower reps with trigger-based next steps that push deals forward.
Capabilities
Everything pipeline & sales should do
Visual deal board
Drag-and-drop kanban boards that map directly to your stages and sales cycle.
Trigger-based automation
Auto-assign tasks, send alerts, and create follow-up steps when deals move forward.
Advanced forecasting
Predict close dates and revenue based on historical conversion ratios and deal age.
Contract & proposal management
Generate proposals, drafts, and invoices from the deal board, with digital signature logs.
Rep activity metrics
Track call volume, email replies, and meetings held per rep to optimize sales coaching.
Competitor tracking
Log competitor details and win/loss analysis to optimize pricing and pitches.
How it works
Live in days, not quarters
Map pipeline
Customize stages, fields, and probabilities to mirror your sales steps.
Automate tasks
Set up background triggers for quick emails and task creations.
Scale & close
Follow visual cues, manage approvals, and close contracts seamlessly.
More in CRM Suite
See Pipeline & Sales on your own data
A 30-minute walkthrough with your workflows — not a canned demo.