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.
Deals in practice.
Manage opportunities from first touch to won.
01
The fields that close deals
Amount, stage, owner, and close date on every record. Set a next step so no opportunity goes quiet.
02
A timeline of what changed
Notes your team leaves, and every stage, owner and amount change, in one list against the deal. Open it and see what has actually happened rather than what somebody remembers.
03
Forecast by close date
Group the open deals by the month or quarter they are due to close and read the weighted number for each, so the board gets a figure without anybody building a spreadsheet.
One connected system
A deal reaches finance and support without being re-typed.
A deal points at a real company record rather than at a name somebody typed into a box, so the invoice raised from it and the ticket raised against it are about the same customer by construction.
- Convert a won deal and the invoice opens with the client and amount on it.
- The company's own record lists that deal beside its invoices and tickets.
- Change the customer's details once and every module reads the new value.
More in Sales & Pipeline.
All five products on every plan, on the same connected data.
