Your pipeline.
Always full.
Track deals on a kanban board, each linked to a contact, with a value and an expected close date.
See what's about to close.
Create a pipeline, add deals with a contact, value, product and expected close date, and drag them through Qualified, Proposal, Negotiation, Won and Lost. Each stage shows its total value, so you always know how much is in play. Create deals from a contact's page or straight from a WhatsApp chat in the inbox.
What you can do
Kanban board
Drag deals between stages and see the total value of each stage and of the whole pipeline.
Multiple pipelines
Keep separate pipelines, for example one for new sales and one for renewals.
Value and close date
Record what each deal is worth in rupees and when you expect it to close.
Create from a chat
Click Create deal in the inbox and the contact is filled in for you.
Linked to products
Attach the product from your catalogue that the deal is about.
Owner and status
Assign each deal to a teammate and mark it Open, Won or Lost.
In detail
Default stages
- Qualified
- Proposal
- Negotiation
- Won
- Lost
Deal fields
- Title
- Contact
- Product
- Value (INR)
- Expected close
- Notes
- Assignee
- Status
Create deals from
- An inbox chat
- A contact's page
- The contact drawer
- The deals board
Up and running in minutes
Create a pipeline
Click New Pipeline. It starts with the five default stages.
Add a deal
Pick the contact, then add a value, product and expected close date.
Move it along
Drag the card to the next stage as the conversation progresses.
Close it out
Mark it Won or Lost and watch the stage totals update.
Your pipeline, always in view.
Questions
Does it show win rate or forecasts?
Not yet. The board shows the number and total value of deals in each stage and status.
Which currency are deal values in?
Indian rupees (INR).
Can a deal be created from WhatsApp?
Yes. Click Create deal in a conversation's header and the deal is linked to that contact.