Skip to content
Log inGet started free
Deals from New to Won

Every deal, every stage, one board.

Track opportunities from New to Won with live totals in every column. Move a card and the values, workflows and notifications follow.

Try Pipeline freeBook a demo
Kanban boardDeal customizationWin / loss
Pipeline
9 open deals · $344.5K
New3 · $71.0K
Marcus Hale68
Ledgerly
$24,000LinkedIn · 1d
Chloe Adams58
Ridgeway Fitness
$19,000Instagram · today
Grace Liu55
Fieldnote
$28,000WhatsApp · today
Qualified2 · $45.5K
Lucas Moreau77
Verdant Energy
$36,000LinkedIn · 4d
Sofia Marin74
Kitewing Studio
$9,500Website · 3d
Proposal2 · $96.0K
Ravi Menon88
Quantive AI
$64,000Upwork · 8d
Emma Clarke86
Northwind Labs
$32,000Upwork · today
Negotiation2 · $132.0K
Daniel Okafor91
Brightpath Health
$78,000Referral · 2d
Omar Farouk79
Tidewater Logistics
$54,0009d in stage
Won2 · $16.8K
Jonas BergWon
Pixelmint
$4,800Won yesterday
Ana RuizWon
Juniper Books
$12,000Won Oct 9
Live demo · hover a card, then Move
Before and after

Every deal where everyone can see it. Totals that update themselves.

When deals live in a sheet, stages drift, totals go stale and nobody knows what moved.

  • Track deal stages
    Spreadsheet tabcolor codes
  • Know pipeline value
    SUM formulasmanual refresh
  • Follow up after a move
    Calendar reminderemail draft
Pipeline flow

From first discovery to closed-won revenue.

A clear visual board for your account executives: New, Qualified, Proposal, Negotiation, Won and Lost, with running totals in every column.

  1. Updating a stage takes a split second. Moving a card triggers workflows, notifications and value recalculations.

    • Custom stage names and order
    • Search and filter by owner, audience and date
    • Board and list views
    Totals in every column
    Stalled deals stand out

Capabilities

A board built around how you sell.

Pipeline

Every deal on one board.

Drag deals from New to Won with live totals per stage.

Board

Drag-and-drop board

Move a card and its column totals, workflows and notifications follow.

6 tones

Your own stages

Rename, reorder, add or remove stages. Each custom stage picks one of six tones.

Filters

Owner and audience filters

Focus the board on one rep's deals or one audience list.

Outcome

Won and lost

Mark the outcome and log the reason. Won value rolls into revenue.

By the numbers

A board that does the math.

stage tones
6
Custom stages stay readable, even with long names.
drag to update
1
The value, totals and workflows follow the card.
formulas
0
Column totals and shares recalculate on every move.
By team

One board, every pipeline meeting.

Sales

Run the weekly review on the board.

Walk the columns together instead of reading out a spreadsheet.

Sales playbook0/4 done
  1. Filter to one owner
  2. Walk each column left to right
  3. Move the deals that progressed
  4. Mark won or lost with a reason
What your agent can do

Read and act across the whole workspace.

Connect Claude, ChatGPT, Cursor, Claude Code, Codex or Antigravity. Sign in with OAuth, then find hot leads, preview campaigns and build workflows in plain language, on live CRM data.

  • Claude Desktop
  • ChatGPT
  • Cursor
  • Claude Code
  • Codex
  • Antigravity
Set up MCP
/api/v1/mcp · OAuth
Which deals moved to Proposal this week?
Works with

Pipeline is better with company.

View all modules
Pipeline

Revenue dashboard

Revenue at a glance

Leads & AI scoring

Capture, enrich and rank 0–100

No-code workflows

IF → THEN automations and run log

Unified mailbox

Two-way email in one inbox

LearnPipeline guideWork the boardFilter the boardManage stages
Pipeline FAQ

Good questions.

Pipeline guide

Yes. You can create separate pipelines for different business units, product lines or sales motions, such as inbound sales, outbound enterprise or renewals.

The deal value is added to won revenue, your team can be notified, and onboarding workflows can start automatically.

Yes. Role-based permissions let admins lock down deal editing, deletion and export for each team member.

Put your whole pipeline on one board.

Import your deals, set your stages and see live totals in minutes.

Get started freeBook a demo