A pipeline your reps will actually keep up to date.
Deals you drag across stages, with the calls and meetings logged against them, and a forecast that comes out of the work rather than a spreadsheet.
What you get
A deal pipeline your team actually uses. Drag deals across stages, log calls and meetings, forecast the month, and convert marketing leads into deals.
Drag deals across your own stages
The pipeline is customisable, because a roofing company and an agency do not sell the same way.
The whole history on the deal
Calls, meetings and notes log against the deal, so a handover is not an archaeology project.
A forecast weighted by probability
See what the month is likely to close at, not just what everyone hopes.
Leads become deals in one click
A marketing lead converts straight into a deal, keeping the person and their history.
Better with
Every app you switch on writes to the same customer profile, so these are not integrations you set up. They already know each other.
- Outreach SequencesMulti-step email cadences that send from your own inbox, personalize with merge fields, and stop automatically the moment a prospect replies.
- Team CommissionsReward your sales team automatically. Set commission plans, and every won deal drops a commission into the ledger to approve and pay, with a live leaderboard.
- BookingsLet customers book you online: services with durations, your real availability, instant confirmation, and appointments that land on your calendar with day-before reminders.
More in Sales Team
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It comes with the free Core Workspace underneath it, so you get your customer list, a shared inbox and your team on day one whether or not you keep this app.