Adapt stages to your process
Create pipelines with open stages and explicit won and lost outcomes.
- Configurable order.
- Probability per opportunity.
- Protection for stages in use.
Pipeline and opportunities
See every opportunity in a clear sales pipeline
Review which negotiations are open, their current stage and the financial value represented by each one.
Move opportunities with traceability
Kanban lets you change stage and records the origin, destination and person who made the move.
- Change history.
- Visible owner.
- Expected closing date.
Review the real funnel
Reports group opportunities and value by stage during the selected period.
- Open value.
- Won value.
- Funnel and sources.
Frequently asked questions
Can I create several pipelines?
Yes. Free and Basic include one, Plus three and Pro ten.
What happens when I move an opportunity to Won?
The opportunity closes as won and the change remains in its history.
Can I delete a stage in use?
Not directly. Stages with opportunities are protected to prevent inconsistencies.
Organise the next step of every sale
Create a clear pipeline and bring leads, customers, opportunities and activities together from the Free plan.