Pipeline
Every deal, staged the way you actually sell
Pipeline is the cross-company lens showing every open deal across every client as a single stage board — the canonical place to see and move live sales, not a page buried inside each client's profile.
One board, every client
Every open deal across the whole book of business, staged the way you actually sell.
Drag to advance
Move a deal forward with a drag; Closed Won and Lost go through a dedicated Close action.
Closing branches automatically
A Project deal spins up a one-off Project; a Retainer deal starts its first recurring Cycle.
- Every Workspace ships with a default pipeline — Lead, Qualified, Proposal Sent, Negotiation, Closed Won/Lost — and you can rename, add, reorder, or remove stages
- Cross-company by default: it’s the one board across every client, not a per-client tab you have to click into
- Drag-to-advance between stages; Closed Won and Closed Lost are reached via a dedicated Close action, not just a drag
- The Monitor flags a deal with no logged interaction in 14 days — before you have to notice yourself
- Closing a deal branches automatically: a Project deal creates a one-off Project, a Retainer deal creates the first Cycle
Less paperwork. More business.
Seats open in small batches — join the waitlist and you’ll be first in line when yours is ready.