PIPELINES
Every deal moves forward, and the numbers keep up
A board for each process you run. Drag a deal to the next stage and the column totals follow; a stage asks for what it needs before a deal enters; approvals bind to the number that was asked; quotes keep what the customer was given; and the buyer reviews it all through a link, no login required.
Free plan, not a trial · One board on Free · Unlimited boards on Pro
Stage gates
A deal reaches the next stage ready
Each stage asks for what the team needs before a card can enter it: a value, a close date, a decision maker. The board tells you what is missing instead of letting a half-filled deal drift into the forecast.
- Qualified
- Proposalthe deal is here
- Negotiationneeds a value and a close date
- Won
Run as many boards as you have processes: a raise funnel, a bid-team funnel and a renewals board, each with its own stages, its own URL and its own totals. Swimlanes split any board by owner, priority or company, and a limit per stage shows when a column is overloaded.
Approvals
Approve the number that was asked
A discount past the limit, a deal above a threshold or a move into a late stage sends an approval to the right people, and the numbers freeze at the moment of the ask. What the approver signed off is what stays approved, however the deal moves afterwards.
- Triggers on deal value, discount percent or stage entry
- Any one of a named set, or all of them
- Auto-approve after a set time when you want speed
- The requester can withdraw the ask
Quotes
A quote keeps what the customer was given
Products and line items live on the deal, so the value you read is built from what you are selling. Each quote is a version, v1, v2 and on, that remembers its lines, totals and currency, and expiry is computed from the validity date. Send for signature renders the PDF and collects the signature through SignX.
- Draft
- Sent
- Accepted
- Expired
The other side
A portal the buyer opens without a login
Share a deal as a link under your name and colour. The buyer sees what you chose to show, approves or declines with a reason, and you see who viewed and when.
You choose what shows
Value, timeline and comments each switch on or off, and approval can be required before the deal moves.
Links you control
Set an expiry, revoke a link at any time, and read the view count and the recent viewers on the deal.
Outcomes feed the forecast
Closing a deal records a reason, so win and loss rates, velocity and the forecast in analytics stay true.
The email thread and call notes land on the same deal, and the object CRM page covers what a record can hold. One board is on Free; unlimited boards, quotes, approvals and the portal are on Pro at $12 per seat per month. See the plans.
Frequently asked questions
Can two people move the same deal at once?
Yes. If a colleague moved the card first, or a rule changed its stage, your card returns to where the deal now sits and a toast tells you. Nothing is silently overwritten.
What stops a deal entering a stage?
Stage requirements you set: the deal value, the expected close date, a contact, an owner, a probability or any custom field. The check runs on the board, in the grid and on the deal itself, and the refusal names the missing fields.
Does a quote change when the products change?
No. A quote remembers its lines, totals and currency from the moment it is created. If the products on the deal move on afterwards, a banner on the quote says what was offered and what the products now come to.
Which plan do pipelines need?
One board is on Free. Unlimited boards, quotes, approvals and the share portal are on Pro at $12 per seat per month. The same kernel runs on every plan.
Boards that keep the number true.
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Free plan · 32,822 investors · six markets