What you can do
A simple-to-configure pipeline, visual and connected to quotes and invoices.
Customizable kanban
Stages (qualification, proposal, negotiation, won, lost) with drag-and-drop between columns.
Revenue forecast
Amount + probability per deal, aggregated as a weighted forecast.
Direct quote link
A deal = one or more quotes; acceptance triggers billing.
Conversion rate
Stats by stage, by member and by period — surfaced on the dashboard.
Activities & reminders
Linked tasks (call, demo, follow-up) and automatic inactivity reminders.
Lead sources
Marketplace, site form, manual import — every deal traces its origin.
How it works
From deal creation to a paid invoice.
- 1
Create the deal
From a client record, a prospect or a marketplace lead, in one click.
- 2
Move it on the kanban
Drag-and-drop between stages as conversations progress and add activities.
- 3
Issue the quote
When the opportunity is mature, generate a quote from the deal.
- 4
Close
Acceptance = invoice + contract; rejection = loss analysis.
Good to know
Tip — pipeline stages