Pipeline & Deals
See every deal. Know every number.
Visual deal tracking with drag-and-drop stages, probability scoring, revenue forecasting, and AI-powered deal insights.
Visual Pipeline
Drag-and-drop Kanban board with customizable stages. See your entire pipeline at a glance.
Deal Scoring
AI scores each deal based on activity, engagement, and conversion signals. Focus on the deals most likely to close.
Revenue Forecasting
Weighted pipeline forecasting based on stage probability and historical conversion rates.
Multiple Pipelines
Create separate pipelines for different products, regions, or teams. Each with its own stages and rules.
Deal Activity Timeline
Full activity history per deal — messages, calls, emails, payments, stage changes, and AI interactions.
Won/Lost Analysis
Understand why deals are won or lost. AI analyzes conversation patterns and generates insights.
Why teams choose Pipeline & Deals
Visual clarity on every deal
AI-powered deal scoring
Accurate revenue forecasting
Multiple pipelines per team
Data-driven win/loss analysis