Sales & Pipeline
From first touch to closed-won.
Every opportunity in one place, with its amount, stage, and close date, plus the full history of who did what and when.
Included in every plan · free for viewers & customers.
What deals gives you.
The fields that close deals
Amount, stage, owner, and close date on every record. Set a next step so no opportunity goes quiet.
A timeline of everything
Emails, calls, notes, and stage changes line up in one thread. Open a deal and see exactly where it stands.
Forecast by close date
Filter by month or quarter and read the weighted total. You get a number for the board without a spreadsheet.
One connected system
A deal touches finance, support, and your inbox.
Close a deal and the rest of the company knows. The invoice, the onboarding, and the emails all trace back to one record.
Won deal creates the invoice and notifies finance.
Every email to the contact shows on the deal timeline.
New customer, open an onboarding ticket for support.
More in Sales & Pipeline.
Every feature comes with every plan, on the same connected data.