Five views to close more deals
Kanban with drag-and-drop, a grid with inline editing, weighted forecast, a close calendar and an actions view. Quoting with line items and MRR, a product catalog and duplicate merging.
Key capabilities
Kanban with drag-and-drop
Move deals across stages by dragging. Multiple pipelines, stages with probability and stalled-deal detection.
Grid with inline editing
A grid view with cell-by-cell inline editing, columns you reorder and hide, multi-sort and range selection.
Weighted forecast
Close projection weighted by each stage's probability, compared against your targets for the period.
Quoting with MRR
Build quotes with line items, discounts and taxes. It computes one-time value and monthly recurring revenue automatically.
Custom fields and labels
Thirteen custom field types, color labels and saved filters shareable across your team.
Lists and import
Static, dynamic and CSV lists, plus a five-step import wizard with mapping and dedup.
Five ways to see your deals
The same pipeline, five views: Kanban to move deals, Grid to edit in bulk, Forecast to project, Calendar to see closes and Actions to plan your day. Everyone works the way they prefer.
A grid that is genuinely fast
Cell-by-cell inline editing with Tab and Enter, columns that resize, reorder and persist per user, multi-sort and range selection. The density of a spreadsheet, but fluid and wired to your pipeline.
Quoting with MRR
Each deal can carry quote lines with product, quantity, discount and tax. The system computes total value and monthly recurring revenue, and stores a snapshot so history doesn't change if you edit the catalog.
Work your pipeline your way
Five views, quoting and forecast, all included.
14 days free of charge · Cancel anytime
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