Deals & Pipelines
See the next step in every opportunity
A sales process your whole team can follow
Track each Deal with its Contact, expected value and close date. Build the Pipelines and Stages that match how you sell, then see what is moving, what is stalled and what could close next—inside the same CRM you use to serve the Client.
Shape each Pipeline around your process
Create more than one Pipeline, name and order its Stages, and choose whether Stage probability contributes to your Forecast View.
Keep the Deal connected to its Contact
Give every opportunity a name, value, expected close date, Category and Stage. Followers can stay informed while the Deal moves toward Won or Lost.
Let a Stage change start the next action
Attach Automations to entry into or exit from a Stage. Your sales process can move the relationship forward without copying the same details into another tool.
Questions people ask
Can I manage more than one sales process?
Yes. Create multiple Pipelines, each with its own Stages and currency.
What views are available?
You can use List, Card, Stage and Forecast views for your Deals.
Can a Stage movement trigger follow-up work?
Yes. Configure Automations for a Deal entering or leaving a Stage.
Explore more: Sales Pipeline Management guide, CRM, Automations.
