For Sales Teams

From lead to close, tracked.

Custom deal pipelines, real-time engagement scores, automated follow-ups. Never lose track of an opportunity again. Know which leads are hot, which deals are stalling, and what to do next.

Sales tools

Close more deals with less effort.

kanban

Deal Pipeline

Custom Deal Pipelines

Custom stages with probability weights. Drag deals across a kanban board. Multiple pipelines for different products or teams.

Custom stagesProbability weightsMulti-pipeline
real-time

Lead Scoring

Contact Scoring

Engagement plus fit scores update in real-time. Prioritize the hottest leads automatically. Custom scoring rules per pipeline.

Engagement scoreFit scoreCustom rules
full context

Contact Timeline

Activity Timeline

Every email, SMS, page visit, form submission, and meeting logged on the deal. Full context without switching tabs.

EmailSMSPage visitsMeetings
automated

Auto Follow-up

Automated Follow-Ups

Trigger workflows when deals stall, contacts go cold, or scores drop below a threshold. Never let a lead slip through the cracks.

Stall detectionScore triggersCold contact
weighted

Revenue Forecast

Revenue Forecasting

Weighted pipeline by stage probability. Forecast close revenue per quarter, per rep, per product line.

By quarterBy repBy product
collaborative

Team Inbox

Team Collaboration

Assign deals to team members. Notes, activity logs, handoff tracking, and team-level reporting for sales managers.

Deal assignmentHandoff trackingTeam reports

Pipeline

Your deals, organized across every stage.

Drag-and-drop kanban board with custom stages and probability weights. See your full pipeline at a glance, identify bottlenecks, and forecast revenue with weighted values.

Scoring

Prioritize leads that are ready to buy.

Engagement and fit scores update in real-time based on email opens, page visits, form submissions, and custom events. Focus your time on the leads most likely to close.

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