Sales Pipeline
From first discovery to closed-won. Every stage tracked.
Multi-pipeline Kanban with drag-drop, table view, one-click deal creation from leads. Contacts and companies auto-link. Every stage change logged, every email linked, every touchpoint captured.
Metro Tower Phase II
Meridian Properties
$4.1M
Downtown Transit Hub
City Transportation
$8.3M
Lakewood Commons
Greenfield Homes
$850K
Riverfront Plaza Renovation
Walsh Development
$2.8M
Summit Ridge Office Park
Chen Holdings
$1.9M
Harbor District Mixed-Use
Pacific Ventures
$6.2M
Central Station Retrofit
Metro Transit Auth
$3.5M
Eastgate Industrial
Foster Manufacturing
$2.1M
Parkview Medical Center
Regional Health
$5.4M
Westfield Commercial
Bradley Group
$1.2M
Riverside Lofts
Urban Dev Co
$1.8M
Oakmont Residential
Park Living
$950K
Bridgeport Logistics Hub
Atlas Freight
$3.4M
Northgate Data Center
CloudFirst Inc
$9.1M
Metro Tower Phase II
Meridian Properties
Stage: Proposal
Contacts
Pipeline management that actually helps you sell
Kanban & Table Views
Drag-and-drop Kanban for visual pipeline management. Switch to table view for bulk operations and filtering.
Auto-Linked Contacts
Contacts and companies automatically associate with deals. See every stakeholder at a glance.
Complete Deal History
Every stage change, email, note, and interaction logged automatically. Full audit trail.
Multiple Pipelines
Run separate pipelines for different deal types, teams, or markets. Each with custom stages.
Deal Detail Pages
Rich deal pages with contacts, emails, activity timeline, and notes. Everything in one place.
One-Click Creation
Create deals from contacts, emails, or the AI assistant. Pre-filled with context so you can move fast.