Custom pipeline stages
Set up the stages your sale goes through, then move each deal from one stage to the next on a board.
- Your stagesSet them up once in settings.
- Board or listDrag deals on a board, or work from a list.
- One owner per dealEvery deal has someone responsible for it.
Contacts, companies and inventory
Deals, contacts, companies and the units you sell are all linked, so you can move between them in one click.
- ContactsEach person, with their full history.
- CompaniesAll deals with one company in one place.
- InventoryThe projects, units or products you sell.
- Notes and filesSaved on the record for the whole team.
Tasks and follow-up reminders
Create follow-up tasks with reminders and see them on a calendar, so no call gets missed.
- Task dashboardSee what the team has to do this week.
- CalendarDay, week and month views, linked to deals.
- RemindersGet reminded before a task is due.
Activity timeline
Every record shows a timeline of what happened and who did it. If someone is away or leaves, the history is still there.
- Shared with the teamNotes and updates are visible to everyone.
- Who did whatEvery change shows who made it.
- Easy handoverA new owner can catch up in minutes.
Frequently asked questions
Yes. You can upload deals, contacts, companies and items from CSV files, and our team helps you match your columns during onboarding. You can export to CSV at any time.
Related features
Reports
See how the month is going, then click any number to see the deals behind it.
Explore reportsCustomization
Rename records, add your own fields, set your stages and control who sees what.
Explore customizationConversations
One shared inbox for WhatsApp and email, linked to your contacts and deals.
Explore conversations