The stages are the ones you actually sell through: new lead, contacted, demo, documents, first deposit and funded. Move a deal along and its value, stage and next action stay visible.
Calls, emails and WhatsApp threads attach to the deal automatically. Managers forecast from live pipeline data, and stalled deals get nudged back into motion.
What's included
- Drag-and-drop deal board with FX stages
- Automatic call, email and WhatsApp logging
- Stall detection and nudges
- Revenue forecast from live data
- Per-rep leaderboards and conversion
- Task queues for the next move
Deal Pipeline Board FAQ
Common questions.
They work as a pair: Lead Management captures and routes, and Sales Pipeline takes the deal from active conversation through first deposit and beyond.
Next step
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