Contacts · deals · next actions

Know which deal to chase next.

Every lead, conversation and proposal on one board. Move a deal along with one tap, see what your open pipeline is worth, and never lose the follow-up.

Start your pipeline Sign in
DealsExample data
Open pipeline $39,9009 deals3 next actions
Leads 3$8,500

  • Website refresh

    $4,800 · Corner bakery

    → Intro call

  • Spring catalogue

    $2,200 · Garden shop

  • Event photography

    $1,500 · Book club

Contacted 2$9,200

  • Brand workshop

    $6,000 · Coffee roaster

    → Send dates · Thu

  • Monthly retainer

    $3,200 · Dental clinic

Proposal 2$22,200

  • Annual support plan

    $12,400 · Law office

    → Follow up · Mon

  • Online shop build

    $9,800 · Shoe repair

Won 1$3,600

  • Logo and signage

    $3,600 · Florist

Lost 1$5,000

  • Video series

    $5,000 · Gym

Swipe the board sideways to see every stage.

01

Five stages, one board

Leads, contacted, proposal, won, lost. Tap an arrow to move a deal on — it works the same on a phone.

02

Every contact in one place

Names, emails, phone numbers and companies, with each deal linked to the person behind it.

03

Never lose the follow-up

Give every deal a next action and a date, so the board tells you who to call today.

Start your pipeline →