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Convert

Move the deal, see the number change

A drag-and-drop board with pipeline value, weighted forecast, won-this-month and win rate above it.

Proof Points

  • Drag-and-drop across stages
  • Stats bar with weighted forecast and 90-day win rate
  • Board and list views
  • Win, lose and reopen with a lost reason
  • Multiple contacts per opportunity, plus an activity log
  • Stage changes fire workflow triggers

How It Works

  1. Open the board
  2. Switch pipelines if you have several
  3. Drag deals between stages
  4. Win or lose them with a reason

Benefits

The numbers are on screen

Total pipeline, weighted forecast, won this month and a rolling ninety-day win rate sit above the columns, so moving a deal shows you what it did to the forecast.

Board or table

Kanban for working the pipeline in a review. List view for sorting, filtering and editing in bulk.

Moving a card can do more than move a card

Stage changes fire workflow triggers, so entering Negotiation can create a task, send an email or notify a manager.

Frequently asked questions

Can I customise stages?

Yes — label, colour, order, type and default probability.

Can I limit who sees a pipeline?

Yes, per-pipeline membership.

Is there a list view?

Yes, with inline editing.

Related Features

Convert

A forecast you can actually defend

Multiple pipelines, custom stages, and a weighted forecast that's the same number in the app, the board meeting and the API.

Intelligence

Numbers that survive scrutiny

Weighted pipeline, and a sit rate that excludes meetings nobody dispositioned rather than guessing.

Engage

Draw what happens next

A drag-and-drop canvas with 17 block types and 13 triggers. Branches, waits, A/B splits and webhooks — no code.

Explore