Sales Pipeline
Track every prospect from first contact through closed deal — with a visual Kanban board, AI-powered deal analysis, built-in scheduling, multi-contact stakeholder mapping, and automatic stale deal detection. Pipeline analytics show win rates, stage breakdowns, and overdue follow-ups. Lost reason tracking means you learn from every deal that doesn't close.
Features
- ✓ Seven pipeline stages — New, Contacted, Qualified, Proposal, Negotiation, Closed Won, Closed Lost
- ✓ Kanban board view — visual pipeline with stage columns, color-coded cards, stale deal badges, and overdue indicators
- ✓ Analytics dashboard — win rate, pipeline value, stale deal alerts, overdue follow-ups, and pipeline-by-stage breakdown charts
- ✓ AI-powered deal analysis — get AI assessments of deal health, risk factors, and suggested next steps for any prospect
- ✓ Activity logging — phone calls, emails, meetings, demos, proposals, and follow-ups per prospect
- ✓ Scheduling & reminders — create calls, meetings, demos, site visits, and reminders with outcome notes and status tracking
- ✓ Multi-contact management — track multiple contacts per prospect with influence roles (Decision Maker, Champion, Blocker, etc.)
- ✓ Stale deal detection — automatically flags deals with no activity for 7+ days so nothing goes cold
- ✓ Lost reason tracking — prompted when closing a deal as lost; captured for pattern analysis
- ✓ Query by Example (QBE) — advanced multi-field filtering for power users beyond basic search
- ✓ Manager activity log — see all sales activities across the entire team, filterable by rep and type
- ✓ Column customization & CSV export — choose visible columns from 20 available fields, export filtered data anytime
- ✓ Full audit trail — every change tracked with timestamps, users, and details per prospect
- ✓ Clickable contact info — phone and email links open your dialer or email client directly from the detail view
- ✓ AI chat integration — chat about individual prospects or your entire filtered list with full context pre-loaded
What sets it apart
Kanban + List — your choice
Switch between a sortable data table and a visual Kanban board instantly. Kanban cards show value, priority, stale warnings, and overdue badges — so you see pipeline health at a glance.
AI that knows your deals
Run an AI analysis on any prospect to get risk assessments, suggested next steps, and deal health scores. Or open a chat pre-loaded with the deal’s full history and ask anything.
Stale deals surface automatically
Any deal without logged activity for 7+ days gets flagged as stale — on the dashboard, in the list, and on Kanban cards. Overdue follow-ups are surfaced the same way. Nothing goes cold quietly.
Full contact & stakeholder mapping
Track every person involved in a deal — Decision Makers, Champions, Blockers, Technical Evaluators. Each contact has their own phone, email, title, and influence role.
Built-in scheduling & outcome tracking
Schedule calls, meetings, demos, and site visits directly from the prospect view. After each event, log outcome notes and mark it done — creating a complete history of every touchpoint.
Lost reasons reveal patterns
When a deal closes as Lost, the system prompts for a reason before saving. Over time, these reasons show where you're losing, which stages fail most, and which sources convert worst.
Interested in this module?
Every module can be customized to match your exact workflow. Let's talk about what you need.
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