Visual Deal Pipeline

Manage your sales opportunities visually with a drag-and-drop deal pipeline that makes it easy to see where every opportunity stands in your sales process. Create customizable pipeline stages that match your sales methodology—from initial lead capture through qualification, proposal, negotiation, and close. Simply drag deals between stages as they progress, with the visual board providing instant visibility into your entire sales funnel.

Each deal in the pipeline can include contact associations, deal amounts, probability percentages for forecasting, file attachments, and complete activity history. Configure each pipeline stage with appropriate deal probability values to generate accurate sales forecasts, and use the visual layout to quickly identify deals that need attention, opportunities ready to close, or potential bottlenecks in your sales process.

Perfect for sales teams of any size that need clear visibility into opportunity progression, sales managers tracking team performance, or businesses that want to forecast revenue based on pipeline data. The visual pipeline makes it easy to spot deals stuck in stages, identify which contacts need follow-up, and understand your sales funnel health at a glance.