Complete Visibility
See every open deal, its stage and its value on a single board.
Overview
Visualize your entire sales process from prospect to close. Move deals through customizable stages and forecast revenue accurately.
The visual pipeline shows every open deal on a board, organised by stage. Move a deal forward as it progresses and instantly see how many opportunities – and how much value – sit at each step of your sales process. Stages can be customised to match the way your business actually sells, whether that is a quick counter sale or a multi-month B2B negotiation.
Sales automation that keeps deals moving
Because the pipeline is connected to quotations, orders and invoices, a deal flows from enquiry to billing without re-entering data. Deal forecasting estimates upcoming revenue from the deals in your pipeline, while win/loss analysis and sales velocity metrics reveal where deals stall and how quickly your team converts opportunities.
Key Features
- Visual pipeline view
- Custom stages
- Deal forecasting
- Win/loss analysis
- Sales velocity metrics
Why It Matters
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Business Benefits
Realistic Forecasts
Plan purchases, cash flow and targets from a clear view of upcoming revenue.
Faster Closures
Spot stalled deals early and act before the opportunity goes cold.
Free Live Demo
See Sales Pipeline in action
Book a free 30-minute walkthrough tailored to your business workflow — no obligation.