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Pipeline & Deals

A pipeline you can
trust.

Move deals through stages you define, with AI deal analysis, live forecasting, and follow-ups that keep revenue moving.

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Custom stages & pipelines AI win-probability scoring Forecasts exportable for the board

From first touch to closed won.

Everything a deal needs to keep moving — visibility, analysis, and the follow-up that usually slips.

Drag-and-drop pipelines

Kanban boards per pipeline with your own stages, values, and stage probabilities — across sales and fundraising.

AI deal analysis

Qualification summaries, risk flags, and recommended next steps written from the deal's own activity history.

Win probability & closure prediction

Deal-level scoring that updates as activity happens, so the board reflects reality instead of optimism.

Forecasting & coverage

Weighted forecasts by stage, owner, and quarter, with pipeline coverage and performance dashboards.

Follow-up on autopilot

Tasks and reminders fire when a deal stalls, a stage changes, or activity goes quiet for too long.

Proposals & paperwork

Attach proposals and contracts, collect e-signatures, and track buyer engagement from inside the deal.

The value

Revenue you can see coming.

When the pipeline is accurate and nothing goes quiet, forecasting stops being a guessing game.

Forecasts the board believes

Weighted stages plus real activity history produce numbers your leadership can plan against.

Deals that don't go dark

Automatic alerts and tasks catch stalled opportunities weeks earlier than a manual review would.

One view across sales and fundraising

Customer deals and investor conversations live on the same board, so priorities stay aligned.

Shorter cycles, less admin

Email and calendar sync, templates, and automation cut the clerical work out of every stage change.

See every deal, and what it needs next.

Start free and put your live pipeline on a board your team will actually update.

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