Pipeline
No deal dies of silence on your watch
One board across every client, staged the way you actually sell. When a deal goes 14 days without a logged interaction, the Monitor flags it — so you follow up before it goes cold, not after the client has moved on.
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.
Budget/burn tracking
See spend against budget on a deal as it moves through the pipeline, not after the fact.
How it works
Stage deals on one board
Across every client, in stages you can rename and reorder.
The Monitor flags the quiet ones
A deal with no logged interaction in 14 days is raised before it goes cold.
Closing branches automatically
A Project deal creates a Project; a Retainer deal creates the first 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
- Budget/burn tracking on Deals gives visibility into spend against budget as a deal progresses
Part of one workspace
Every part reads and writes the same records, so nothing has to be kept in sync.
Less paperwork. More business.
Seats open in small batches — join the waitlist and you’ll be first in line when yours is ready.