Deal Pipelines

Track every deal with real-time visibility.

Surface risks and opportunities with predictive scoring, build custom pipelines with drag-and-drop controls, and keep data accurate with automated updates so teams can drive revenue with confidence.

Get started

A dynamic sales pipeline dashboard with drag-and-drop deal stages, displaying real-time revenue forecasts and risk indicators.

Sales

Deal Pipelines

Track every deal with real-time visibility.

Surface risks and opportunities with predictive scoring, build custom pipelines with drag-and-drop controls, and keep data accurate with automated updates so teams can drive revenue with confidence.

Get started

Sales

Deal Pipelines

Track every deal with real-time visibility.

Surface risks and opportunities with predictive scoring, build custom pipelines with drag-and-drop controls, and keep data accurate with automated updates so teams can drive revenue with confidence.

Get started

Use deal insights to close more sales.

Let AI analyze customer interactions to predict deal health, recommend next steps, and spotlight where attention is needed. Engagement summaries and deal insights help you understand buyer goals and maintain momentum throughout the sales cycle.

Create new deals easily

Auto-recognize new deals from contact and company records in the CRM and keep them updated without extra data entry. Get a daily list of top priorities and next steps for your most important deals.

A dynamic sales pipeline dashboard with drag-and-drop deals, predictive scoring, and automated updates for clear visibility and confident revenue growth.

Customize your pipeline

Build tailored sales pipelines that match your process.
Set stage approvals and validation steps to keep deals on track.
Add guided actions so reps follow a proven path to close.
Use a drag-and-drop editor to adjust stages quickly.

A customizable sales pipeline interface with drag-and-drop stages, validation steps, and guided actions, showing deals moving through a tailored process.

Track performance at every level

Forecast with confidence

Use dashboards to predict revenue and monitor pipeline health.

Spot bottlenecks

See which stages are most and least efficient to guide improvements.

Scale what works

Automate playbooks and templates so teams apply best practices consistently.

Dashboards showing revenue forecasts, pipeline health, and efficiency reports with highlighted bottlenecks and automated playbooks.

Surface risks with predictive deal scoring

Identify opportunities and risks automatically. AI flags deal health, recommends next steps, and keeps momentum high across every stage — without manual analysis.