Track business opportunities visually through custom deal workflows

Deal Tracking

  • View and manage your deals on a kanban board.

  • ‚ÄčDrag-and-drop deals as they progress through stages of your sales process.

Visually manage deal flow

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

  • Rename, sort, or add stages, as shown.

  • Create a custom deal-tracking process in minutes.

Easy to customize

Create separate pipelines for each type of deal flow 

  • Create pipelines that represent each unique deal workflow (e.g. for different business teams and/or product lines).

  • Customize the stages in each pipeline to suit.

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

Make Your Business Sail

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