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Know what’s in the pipe—and what to do next.
Know what’s in the pipe—and what to do next.
Customize stages, owners, and properties. Drag-and-drop deals, set reminders, and forecast accurately with dashboards that roll up by rep, team, and region.
Know what’s in the pipe—and what to do next.
Know what’s in the pipe—and what to do next.
Customize stages, owners, and properties. Drag-and-drop deals, set reminders, and forecast accurately with dashboards that roll up by rep, team, and region.
Know what’s in the pipe—and what to do next.
Know what’s in the pipe—and what to do next.
Customize stages, owners, and properties. Drag-and-drop deals, set reminders, and forecast accurately with dashboards that roll up by rep, team, and region.
Pipeline visibility that drives action.
Spot aging deals, conversion rates, and next steps at a glance. Alerts flag stalls so you can intervene early and keep momentum from first touch to closed-won.
Prioritize the right work
- Lead scoring elevates high-fit, high-intent prospects.
- Views surface at-risk stages and long-cycle deals.
- Task queues accelerate calling and follow-ups.
Forecast with confidence
Rollups
Compare forecast to quota by rep and team.
Scenarios
Model outcomes by stage probability and pacing.
Coverage
Assess pipeline multiples to hit target.
Automate progress
Create tasks on stage change and SLA risk, notify owners, update fields on activity, and add stakeholders as deals progress—reducing manual work and errors.
Coach & improve
- Compare activity-to-outcome patterns by rep and segment.
- Share best-performing plays and cadences.
- Update deals and tasks from mobile to keep data fresh.
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Frequently asked questions
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