Visual Kanban
Sales Pipeline
Keep your sales team aligned and momentum high. Track opportunities across customizable stages, drag and drop deals effortlessly, and see real-time pipeline valuations.
JUMP TO SECTIONS
Pipeline Flow
From First Discovery
To Closed-Won Revenue
Drag & Drop Simplicity
Updating deal stages takes a split second. Drag cards across stages to trigger automated workflows, notifications, and value recalculations.
Customizable stage names and order tailored to your B2B sales cycle
Instant column summary headers displaying total dollar value and active deal counts
Quick search, multi-filter by rep, and saved views for daily pipeline standups
Custom Deal Fields & Properties
Capture contract lengths, expected close dates, decision maker roles, and recurring revenue metrics with tailored custom properties.
Support for multi-currency values with automated exchange conversion
Custom fields: text, numbers, dates, single/multi-select dropdowns
Direct association with multiple contacts, organizations, and email threads
Win/Loss Reason Tracking
Understand the root causes behind every closed deal. Capture competitor mentions and loss reasons to continuously sharpen your positioning.
Mandatory loss-reason prompts when dragging deals to Closed-Lost
Competitor objection logging for sales enablement battlecards
Historical win-rate tracking across reps, deal sizes, and lead sources
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FAQ
Frequently Asked Questions
Common questions about managing deals in the visual pipeline.
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