Flexible pipeline stages
Add your own stages with custom background and text colors. System stages are protected, and a non-empty stage cannot be deleted: your data stays safe.
Sales pipelines & deals
Manage deals the way your team prefers: kanban, list or calendar. Configure custom pipelines for every business direction, and never lose a deal again.
Kanban, list, calendar
Switch between three view modes. In the list a stage changes with one click; the calendar shows deals by month, week or day.
Activity kanban
A dedicated board shows deals by activity urgency: overdue, today, this week, no activities. Instantly see who to call right now.
Smart filters
“My deals”, “Deals in progress”, “Closed deals”: instant focus on the right slice without complex settings.
Quick create
Create a deal in a couple of clicks: the system automatically adds a “Contact the client” activity so no new client is forgotten.
Multi-currency
Amount and currency on every deal. Work with clients from different countries without manual conversion.
Tunnels between pipelines
A deal moves or is copied to another pipeline, for example from sales to account management, without manual duplication.
Watchers
Add colleagues to a deal: a head of sales or an expert follows the progress without becoming the assignee.
From deal to invoice
An invoice is created from the deal in one click with the client and amount.
Other capabilities
All featuresReady to sell more?
Leave a request: our specialist will contact you within 15 minutes and help configure the CRM for your business.