See clearly every opportunity in your pipeline in a simple, easy to understand visual view.
Opportunities can be quickly moved from one stage with a simple drag and drop.
Customise your sales pipeline to reflect your processes. Our coaches can help you map your process.
Opportunity movements are all presented in real time across all users.
At a glance see the number of opportunities in a stage and the projected value
A opportunity number is automatically added as quick reference
Active icons at the base of the card show active to dos, appointments, notes and files
Quickly see what needs attention, opportunities with overdue tasks turn red, upcoming tasks turn green.
Show clearly your anticipated confidence for an opportunity, default confidences can be set for each stage
The allocated owners profile picture displays on the opportunity.
Notes are displayed in a simple message form, allowing you to quickly see who logged the notes and in what order.