Sales Feature
See every deal.
Move it forward
in one drag.
Build pipelines that match how you sell, set the rules each stage needs, and let calls and messages fill in the deal while your team works.
Qualification
3 · $18,400
Northwind
$6,200
Bluefin Co
$12,200
Proposal
5 · $42,000
Acme Ltd
$9,800
1 required field missing
TechCorp
$12,500
Negotiation
2 · $23,600
Globex
$15,600
Won
Deal marked as won Undo (8s)
Why it matters
Your process, your stages
Create a pipeline for each product, team, or region, with its own stages and its own list of people who can open it. Reps see their own deals; managers see the whole team.
Rules that keep data clean
Pick the fields a deal needs before it enters a stage, or before it is won or lost. A suggested field is flagged on the card; a required field opens a short form and the move happens once it is filled.
A board that is always current
Changes from colleagues appear live. Column headers show the number of deals and the total per currency. Won something by mistake? Undo it within 10 seconds.
Deals that need attention stand out
Set how many days a deal may sit in each stage. Deals past that limit, and open deals with no next step, are marked on the board and the list, with a one-click follow-up.
How It Works
Set up in four steps
- 1
Create your pipeline
Name your stages, set who can open the pipeline, and choose the fields each card shows.
- 2
Add stage rules
Mark fields as suggested or required for each stage and for Won and Lost.
- 3
Add your own fields
Text, number, date, dropdown, yes/no, and multi-select fields, as columns you can filter and sort.
- 4
Work the board
Drag deals forward, drop them on Won or Lost, and save the views your team opens every morning.
Use Cases
Built for how your team sells
Two pipelines, one team
A distributor runs "New customers" and "Existing customers" as separate pipelines. Field sales sees only the first; account managers see both.
No deal reaches Proposal without a value
A software company makes amount and expected close date required for the Proposal stage. Weekly sales meetings stop starting with "what is this one worth?"
One board, many currencies
An exporter sells in EUR, USD, and TRY on the same pipeline. Each column shows a total per currency, so nobody adds euros to lira by accident.
FAQ
Frequently asked questions
As many as your process needs. Each has its own stages, card fields, rules, and access list.
Only if you allow it. Without the permission to see all records, a rep sees only deals where they are the owner or the SDR.
If the fields are suggested, the deal moves and the card is flagged. If they are required, a short form asks for them and the deal moves once you save.
Yes. Users with export permission can download the list with the columns and filters they see.
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