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Track business opportunities visually through custom deal workflows

Deal Tracking

Visually manage deal flow

View and manage your deals on a kanban board.

Drag-and-drop deals as they progress through stages of your sales process.

Create separate pipelines

for each type of deal flow

Since sales processes can vary between business teams, you can create pipelines that represent each unique workflow.

Customize the stages in each pipeline to suit.

Powerful role-based access can ensure deals are only visible to those that need it.

Easy to customize

Easily modify pipeline stages with drag-and-drop ease.

Rename, sort, or add stages, as shown.

Create a custom deal-tracking process in minutes.