A pipeline your team trusts because it’s always current.

Boards and lists

Drag deals between stages on the board or work through a filtered list. Save views per person or share them with the team. Starter includes one pipeline; Growth and Scale have unlimited pipelines, so new business, renewals and partnerships each get their own stages.

Rotting alerts

Each stage has a time limit. When a deal has no two-way contact for longer than its stage allows, its card turns amber and the owner gets a nudge. Rules are set per stage on Growth and Scale.

Products and quotes

Attach products with quantities and prices to deals so the value updates itself, then send a quote with Quotes & e-Signature.

Custom fields and objects

Add any field to contacts, companies and deals. Scale adds custom objects, such as locations, lanes or policies, with their own relationships and reports.

Mobile

iOS and Android apps show today’s activities, the pipeline and contact history. The iOS app works offline and syncs when you reconnect.

Plans: All plans. Unlimited pipelines on Growth and Scale.