Visual Deal Pipeline Management
See Every Deal, Close More Sales
Visual Deal Pipeline
Drag-and-drop deals through your sales process while tracking value, probability, and team collaboration
Unqualified Lead
Initial contact
Qualified Lead
Worth pursuing
Preparing Proposal
Creating offer
Proposal Made
Waiting for decision
Client
Deal won
Declined
Deal lost
Drag and drop deals between stages • Create custom stages • Track probability per stage
Powerful Deal Management Features
Deal Probability
Forecast revenue accurately with probability weighting
Deal: $50,000
Stage: Proposal Made (75%)
Weighted: $37,500
Custom Pipeline Stages
- ✓Create unlimited stages
- ✓Name stages however you want
- ✓Set probability per stage
- ✓Color-code for visibility
Deal Value Tracking
- ✓Track deal amounts
- ✓Weighted forecasting
- ✓Stage-by-stage totals
- ✓Revenue projections
Team Collaboration
- ✓Assign deals to team members
- ✓Shared notes and comments
- ✓@Mentions for collaboration
- ✓Activity timeline
CRM Integration
- ✓Link deals to contacts
- ✓Link deals to companies
- ✓See full customer context
- ✓Track deal history
Deal Lifecycle
- ✓Created and closed dates
- ✓Time in each stage
- ✓Deal age tracking
- ✓Win/loss tracking
Accurate Revenue Forecasting
Weighted forecasting shows realistic revenue projections
Customize for Your Business
Add custom fields to track what matters to your sales process
Example: Consulting Pipeline
- • Initial Inquiry
- • Discovery Call Scheduled
- • Discovery Call Complete
- • Proposal Requested
- • Proposal Sent
- • Negotiating
- • Contract Signed
- • Declined
Example: SaaS Sales
- • Demo Requested
- • Demo Completed
- • Trial Started
- • Trial Active
- • Purchase Decision
- • Paying Customer
- • Churned
Perfect For
B2B Sales Teams
Track enterprise sales cycles and complex deals with multiple stakeholders
Agencies
Manage client proposals from initial inquiry to signed contract
Consulting Firms
Track consulting engagements and project proposals
SaaS Companies
Monitor trial-to-paid conversion and subscription sales
Freelancers
Track project leads and proposals in visual pipeline
Startups
Manage early sales pipeline and revenue forecasting
Integrated With Your Entire Business
Unlike standalone deal management tools, Corcava connects deals to your entire workflow
Convert Deals to Projects
Won deal → New project with one click
Automatic Invoicing
Create invoice from closed deal
CRM Context
See full customer history while closing deals
Team Coordination
Sales team works in same platform as delivery team
See Every Deal, Close More Sales
Visual deal pipelines integrated with CRM, projects, and invoicing
Free 14-day trial →