A sorted enquiry becomes a contact with company, source and history. The pipeline moves it through four stages; every move, message and deadline records itself in the timeline.
Scope
Contacts · Pipeline · Timeline · Deadlines
In this demo
12 deals, movable across four stages
Drag a deal into another column and watch the timeline continue writing itself. Every line in it is marked: written by the automation, or by a person.
New4€26,500
Qualified3€39,700
Proposal2€42,300
Won3€54,900
Deals12Open pipeline€108,500Timeline entries32Written automatically24 (75 %)Without an owner1