Run your sales pipeline from lead to won
Set up the stages your sales process really has, then move deals through them. Contacts, activity, emails and line items stay on each deal, so you see stages, owners, values and close dates on one screen. The AI Deal Coach can point out risks and suggest next steps when you ask.
Following a deal to the end
Pipelines built around your stages
Define your own pipelines and stages, then drag a deal from one stage to the next.
Ask the Deal Coach about a deal
Ask it to score a deal's risk. It reads the deal's dates, contacts, activity and emails, then suggests what to do next. It only does this when you ask.
Emails on the deal's timeline
Emails linked to a deal appear on its timeline. Any that were linked by matching are marked as such.
A price list and line items
Keep a price list, then add line items to a deal with a quantity and a percentage discount.
Forecast, win rate and how fast deals move
See pipeline value, how fast deals move, win rate and a weighted forecast worked out from each deal's chance of closing. A leaderboard shows your sales reps, and win and loss reasons sit next to the win rate by month.
Works with
- A contract linked from Contracts shows its status right on the deal page.
- A deal can be linked to its company in Clients, and the deal page takes you straight to that record.
- When a deal is won, Onboarding can start client onboarding from it.
When you request access, tell us the stages your sales process really has.
Sending a request doesn’t create a workspace, and every request is reviewed before anyone is given access.