This tool provides a visual sales pipeline for managing leads and deals, replacing manual spreadsheets. It is designed for sales teams and business owners who need to track opportunities and improve conversion rates.

• Drag-and-drop pipeline management: Visually organize deals by moving them between customizable sales stages on a single screen.
• Automated deal creation and movement: Use automation workflows to create deals from contact actions and trigger follow-ups when a deal stage changes.
• Deal-specific data tracking: Attach notes and custom fields to each deal to keep all relevant customer and sales information accessible.
• Sales team permissions: Assign a sales representative role to limit user access to only their own contacts and deals.
• Integrated reporting: View key sales metrics and pipeline performance directly from the dashboard to inform business decisions.