Deal pipeline

The pipeline in daily use

The basics explain what a deal is — here it's about adapting the pipeline to your sales and working with it. The board is the stage on which your selling happens.

Stages that fit you

You define the stages yourself and rename them — your sales process looks different from a law firm's. You drag cards from stage to stage with the mouse; the order within a stage you arrange freely.

Analysis instead of guessing

An analysis sums up how much sits in which stage and what's to be expected. So you spot bottlenecks early — for instance when deals pile up in “Offer” — and can steer against them before the month is over.

Custom deal fields

Additional fields per deal — type of service, term, order source — map the specifics of your offer. You configure stages and fields yourself, without developers, and adjust them as your sales evolve.