Pipeline
See every deal, and what it's worth
Deals by stage, value and expected close date. These are sample deals: move one and watch the totals follow.
Try it
Move a deal across the board
Each stage shows what it's worth as deals move through.
- Deals by stage, value and expected close date
- Open and won totals that keep count for you
- Automations that move a deal on when a proposal is sent
Lead
£14,000
Qualified
£28,500
Proposal sent
£12,000
Won
£0
Move a deal on to the next stage.
In practice
What Pipeline gives you
Know what's open
Every deal, the stage it's at and what it's worth.
Straight to a proposal
Send a priced proposal for a deal and see when it's signed.
See how sales are moving
Reports cover sales over any period you choose.
How it works
Pipeline in three steps
Add a deal
Give it a value and an expected close date.
Move it on
Take it through your stages as it progresses.
See where you stand
What's open, and what's won.
Goes well with
Proposals
Build once, reuse as a template, and see when it's signed.
Customers
People and companies, with everything linked to them.
Automations
Create the next task or move a deal on, automatically.
FAQ
Questions about Pipeline
Get started
Give your big goal somewhere to live
Start a 28-day free trial and have your organisation set up in about 10 minutes.