Companies, contacts and deals with a pipeline view — who you are talking to, what they might buy, and what stage it is at.
Key capabilities
What it does
- Companies and contacts
Keep the businesses and people you deal with in one place.
- Deal pipeline
Move deals through stages and see the pipeline value at a glance.
- Tasks and notes
Log what happened and what to do next, against the right record.
In practice
How different businesses use it
- A gym
Track corporate tie-up leads through to signed contracts.
- A studio or agency
Run new-client pitches through a pipeline instead of a spreadsheet.
What it does not do yet
- Records are scoped to the person who owns them, not yet shared with every admin in your business.
Related modules