Contacts & Opportunity Pipeline

Kanban pipeline with stages, product interests, and won/lost.

Track contacts and opportunities through configurable stages in a Kanban or list view. Record product interests, notes, and attachments, move deals to Won or Lost, and create a quote directly from an opportunity.

Try it free See a live demo

Capabilities

What you can do

Kanban & list

Drag deals between stages or work a filtered list.

Product interests

Know which tests and products each deal covers.

Notes & attachments

Context travels with the deal.

Create Quote

Start a quote from the opportunity in one click.

Connected features

Works hand in hand with

Sales CRM

Quotes, Orders & Contracts

Q- to SO- to C-, without rekeying a line.

Quote builder
Convert to Order
Convert to Contract

Learn more

Sales CRM

Leads & Business Card Scan

From handshake to qualified lead in seconds.

Scan Business Card
Trade show capture
Google Places

Learn more

See Contacts & Opportunity Pipeline in action.

Start a free organization in minutes, or book a walkthrough with our team. Turn on only the modules you need—add more any time.

Create free account Request a demo

Already invited? Sign in