Log in
Book a demo
Start free
Pipeline & deals

Every deal, stage by stage.

Drag opportunities across your stages, see the weighted pipeline update, and catch stalled deals before they slip.

Start free
Book a demo
Free to start Included on every plan
Opportunities2,840Ask OriSK
Pipeline
$538K
Weighted
$221K
Won this month
$212K
Win rate (90d)
27%
Demo$118K
Loomstack
$12K30%
Fieldnote
$18.5KStalled 14d
Proposal$106K
Brightline Health
$36K55%
Negotiation$54K
Oakridge Labs
$9.8K75%
Won$160K
Mercator Pay
$52KWon
Tessellate · EMEA
$44K30%
Priya Natarajan · one-time
Weighted +$11K
Tessellate won · $44K
Fieldnote hasn’t moved in 14 days
Pipelines that match how you sell
Run several pipelines with their own stages, colours and probabilities, and share each one with the right people.
Stalled deals flagged for you
Deals past their close date are marked overdue, and ones that haven’t moved in 14 days are marked stalled.
The whole deal in one place
Contacts with roles, line items from your product catalogue, custom fields, documents and the full activity timeline.
How it works

From first meeting to closed-won.

01

Shape your pipeline

Create stages, set each one’s colour, type and default probability, and add members as owners, contributors or viewers.

New business5 stages
D
 DemoOpen · 30% probability
Open
P
 ProposalOpen · 55% probability
Open
W
 WonClosed · counts as revenue
Won
02

Move deals as they progress

Drag a card to its next stage. Probability and the weighted total update, and you can override the probability on any deal.

Tessellate · EMEA$44K one-time
→
 Proposal → NegotiationMoved by Marco
Moved
%
 Probability 75%Stage default
Weighted
$
 Weighted value $33KAdded to the forecast total
Updated
03

Close it out

Win or lose a deal with a reason, or reopen it later. Won this month and your 90-day win rate update straight away.

Pipeline statsThis quarter
P
 Pipeline: $538K24 open deals
Open
W
 Weighted: $221KBy stage probability
Weighted
★
 Win rate: 27%Last 90 days
+3 pts
One platform

Connected to the rest of Leadey.

See the whole platform
Work queue A ranked daily list of who each rep should contact next Learn more Reporting Calls, meetings, pipeline and campaign performance Learn more Workflows A visual builder that runs your follow-up automatically Learn more
Leadey MCP

Do it from your AI assistant.

Ask Claude, ChatGPT or any MCP client. It signs in as you and can only do what your role allows.

Connect your assistant
Your AI assistantLeadey connected
search_opportunitiesrunning
move_opportunity_stagerunning
get_pipeline_metricsrunning
Tessellate is now in Negotiation. Your weighted pipeline is $221K across 24 open deals.
27%
win rate, up 3 points

“The stalled tags do the chasing for me. Every Monday I open the board, sort the red ones, and nothing sits untouched for weeks.”

AM
Aisha Morgan
Founder, Loomstack
FAQ

Pipeline & deals, answered.

Yes. Create, edit and duplicate pipelines, each with its own stages and members.

See every deal you can close this quarter.

Start free
Book a demo