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Pipeline

What's moving, and what it's worth.

Every deal, its stage, and the number behind it. Open, weighted, and won, kept current as things move.

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Every deal, its stage, and the number behind it. Open, weighted, and won, kept current as things move.
Every deal, its stage, and the number behind it. Open, weighted, and won, kept current as things move.
$8.18M open $3.85M weighted $391K won
Open, weighted, won

The whole pipeline in three numbers you can trust.

Pipeline

See what's moving, and what it's worth.

Open pipeline, weighted forecast, and closed-won, updated as deals move. The three numbers that tell you where next quarter stands.

  • Open pipeline across every stage
  • A weighted forecast, not a wish list
  • Won deals, carried into the work
See what's moving, and what it's worth.
See what's moving, and what it's worth.
A board you can move

Move a deal, the numbers move with it.

Drag a deal to its new stage and every total updates. No spreadsheet to reconcile at the end of the week.

Move a deal, the numbers move with it.
Move a deal, the numbers move with it.
Weighted, not wishful

Forecast by the odds, not the hope.

Each open deal is weighted by its stage's probability, so the forecast reflects what's likely to land, not the sum of everything you would love to win.

Forecast by the odds, not the hope.
Forecast by the odds, not the hope.

The deal, end to end.

Stages that fit Name the stages your sales actually move through, from first contact to closed.
Weighted forecast Probability by stage turns a list of deals into a number you can plan around.
Owner and next step Every deal shows who owns it and what happens next, so nothing stalls unseen.
Won into work A closed deal carries into proposals, projects, and eventually the invoice.

Know where next quarter stands.

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Invoicing

The money, at a glance.

Projects

Every job on one board, status called out live.

Doradca Strategiczny

Odpowiedzi poparte Twoimi danymi.

Lepsza praca, razem.

See every job, invoice, proposal, and document in one place, and ask it anything, with the answer cited from your own files.

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Bezpłatnie na zawsze w planie Starter. Bez karty kredytowej.

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Produkt

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Firma

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