Deals
A board for the deals that are not closed yet.
As many pipelines as you have processes, lanes you name and reorder, tickets you drag between them. Each deal carries a value, tags, a team member and a contact, and every lane shows its total in the header.
Capabilities
What you get
Pipelines and lanes
A board per process; lanes you add, rename, reorder and delete.
Drag it forward
Drag a ticket between lanes as the deal moves, or drag a lane to reorder the board.
A value per deal
Each ticket carries an amount; the lane header adds them up.
Tags in colours
Coloured tags made inline and reused across tickets, to slice the board by eye.
An owner and a person
Assign a team member with their avatar, and link the contact the deal is about.
Seen from the contact too
A linked deal appears on the contact's page, with its value counted in their lifetime value.
Part of
CRM
Frequently asked questions
Have other questions?Use the contact form
No. The board records where a deal is; it does not run automations.
No. The lane totals are the only arithmetic; there is no weighted forecast and no report screen.
Yes. With one pipeline you land on its board; with more, you choose from a selector.
No. There is no mailbox connection; a deal's history is what you write in its description.
Not today. Tickets are created on the board, one at a time.
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