Make every opportunity visible from first interest to outcome
Track pipeline stage, deal value, salesperson ownership, due work, products, quotes and conversion outcomes through a clear sales operating model.
Kanban Stages
Move deals through visual stages while keeping the underlying record consistent.
Deal Value
Track values, weighted coverage, line items and commercial opportunity.
Next Steps
Connect tasks, activities, due dates and salesperson queues to each deal.
Conversion Visibility
Measure won, lost, stalled and at-risk pipeline with reliable outcomes.
A sales board backed by dependable records
The Kanban view is not just decoration. Each movement updates a real deal record and respects validation, save success and downstream lifecycle events.
- Configurable pipeline stages
- Deal owner, value and expected close date
- Server-side won and lost governance
- Reliable post-save events for integrations
Help salespeople focus on the right next action
CRM Pro adds salesperson queues, assignments, scoring, targets and daily sales operations so the pipeline becomes a working system rather than a passive report.
- Sales Desk and guided queues
- Lead scoring and assignment rules
- Territories, quotas and attainment
- Evidence-bound commission calculations
Carry the opportunity through quote, renewal and handoff
Pro extends deals with products and services, multi-line value, CRM quotes, commercial approvals, Accounting handoff, renewals, contracts and customer-success operations.
- Products, services and line items
- CRM quotes and approval flows
- Accounting handoff and renewals
- Post-sale onboarding, health and expansion tracking
Build a pipeline your team can operate, not merely view
Use the free foundation for basic deals and tasks, then add Pro sales operations, forecasting and commercial workflows.