Sales & Pipeline
Every deal, every stage.
Track deals through the stages you define, from first lead to closed-won. Each stage shows a weighted total, so your forecast updates as deals move.
Included in every plan · free for viewers & customers.
What pipelines gives you.
Stages you name yourself
Lead, qualified, proposal, won, or whatever your team actually does. Rename, reorder, and add stages without a setup call.
Weighted totals per stage
Every stage carries a win probability, so the number at the top of the column is a forecast you can trust, not just a sum of open deals.
Drag it across the board
Move a deal from proposal to won by dragging the card. The totals, the forecast, and the close date all update as you go.
One connected system
One pipeline, wired to the rest of the business.
A stage change here does not stop at the CRM. It can raise an invoice, brief support, or start a task in the same system.
Deal hits won, finance drafts the invoice automatically.
Stage moves to proposal, a quote is ready to send.
Close date slips, a task lands on the owner's list.
More in Sales & Pipeline.
Every feature comes with every plan, on the same connected data.