See where every deal stands at a glance
Six columns from lead to won, every deal a card. You drag it to the next stage, and the pipeline tells you where it sticks.
You've lost track of how much is out there
Quotes live in a folder, in your inbox and in your head. Ask anyone how much is outstanding and they start adding up, and the odds are good they forget two. Not the big ones, but the one from two months ago that never got an answer.
What you know even less is why you didn't get the rest. A lost quote disappears out of the folder, and the pattern disappears with it. Too expensive, too late, wrong person, you could know this, but nobody has counted it.
Six stages, and dragging is the whole of it
Lead, Contact, Quote, Negotiation, Won and Lost. Every column shows the number of deals and the value underneath, so you can see at a glance how much is sitting in the quote stage.
Moving a deal is dragging a card to the next column. If dragging doesn't work, or you're on a phone, you pick the stage in the deal panel instead: same result, same line in the timeline.
Every stage change ends up in the company's timeline. So later you see not only that a deal is in Negotiation, but when it got there.
What the pipeline keeps track of
Six fixed stages
Lead, Contact, Quote, Negotiation, Won, Lost. Every stage has its own colour and its own name on the card, so colour is never the only clue.
Drag it, or pick it
Drag the card to the next column. On a narrow screen you change the stage in the deal's own panel; it's the same action in a different shape.
Lost asks you for a reason
Put a deal on Lost and Nermio asks why, and the button stays off until you've written it down. Not to nag, but because in a year you'll want to know what it kept falling over.
Value, owner and expected close date
Per deal an amount, the colleague carrying it and the date you think you'll close. Only the title and the company are required.
Last activity
Every deal keeps track of when something last happened on it. Stay quiet too long and it comes back on your Today screen.
Put your open quotes in
Half an hour of work, and after that you'll know for the first time exactly how much is outstanding.