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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.

Proof Points

  • Multiple pipelines with custom stages, colours, types and default probabilities
  • Weighted forecast with per-deal override
  • Stats bar: total pipeline, weighted, won this month, 90-day win rate
  • Per-pipeline membership and roles
  • Convert a lead to an opportunity without removing it from its campaign
  • Stage changes fire workflow triggers

How It Works

  1. Set up your pipeline and stages
  2. Convert qualified leads into opportunities
  3. Drag them through the board
  4. Read the weighted forecast

Benefits

Several pipelines, properly separated

A renewals motion isn't a new-business motion. Each pipeline has its own stages and its own membership.

Weighted, and explainable

Each deal is weighted by its own probability where you've set one, and by the stage default where you haven't. When someone asks how the forecast was calculated, there's an answer.

One number, everywhere

The dashboard, the board and the public API all run the same calculation. The figure in your warehouse matches the figure on the screen.

Frequently asked questions

Can I have different pipelines for different products?

Yes, as many as you need.

Does converting a lead remove it from its campaign?

No. It stays live and linked.

Can I reopen a closed deal?

Yes.

Related Features

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.

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