Deals

Every deal, on a boardyou designed.

Deals with an amount, owner and close date, moving through the pipelines and stages you set. Open, weighted and won totals at the top, stage history on every deal, and a flag when one stops moving.

Book a demoSee the full CRM
As many pipelines as you need · Included in the CRM on every plan

The board

See the whole pipeline at a glance.

Stage totals, weighted value and stale deals on one screen. Drag a card to move it, or open it to see everything about the deal.

New business Open $254k · Weighted $124k · Won $96k
My dealsTeam: AEs Board List
Qualified10%

$54k

Annual plan

Brightloop

$24,000RA
Pilot

Northwind

$30,000PS
Demo booked25%

$51k

Platform rolloutStale

Acme Co

$42,000RA
Starter seats

Lumen Studio

$9,600SK
Proposal60%

$61k

Rollout, phase 1

Vertex Labs

$61,000PS
Negotiation80%

$88k

Enterprise renewal

Halcyon

$88,000SK

Capabilities

Built the way you sell. Changed whenever you want.

Pipelines, stages, probabilities, lost reasons and stale rules are all yours to set, in the app or by asking your AI assistant.

New businessRenewalsPartners
Qualified10%
Demo booked25%
Proposal60%
Negotiation80%
OutcomesWon · 100%Lost · 0%

Pipelines you design

As many pipelines as you sell through, each with its own stages, win probabilities and won or lost outcomes.

New business Board List

Open

$254k

Weighted

$124k

Won

$96k

SearchMy dealsOwnerTeam
Annual planBrightloopQualified RA
Rollout, phase 1Vertex LabsProposal RA

Board or list

Drag deals across the board, or switch to a list and change stages inline when you are working through a lot of them.

Platform rolloutAcme Co$42,000
JMJordan MilesCOOPrimary
ATAna TorresHead of Ops
SPSam PatelIT lead
Listed on the Acme Co company record

Contacts and companies

Every deal links to its company and to the people involved, so the whole buying group is one click away.

Enterprise renewalHalcyon

ProposalNegotiationToday

Sam Patel

Demo bookedProposalOct 20

Workflow or API

QualifiedDemo bookedOct 12

Sam Patel

Runs your “Deal stage changed” workflows

Stage history

Every stage change is recorded with when it happened and which teammate made it, or that a workflow or the API did.

Mark as lostPilot · NorthwindReason required
Budget
Went with a competitor
No decision
Timing
Your list, edited in settings Mark lost

Lost reasons

Learn why deals slip away. Pick from your own list of reasons when a deal is marked lost, and require one if you want the data.

Time in stage 2 stale
Platform rolloutDemo booked · 34 daysStale
PilotQualified · 41 daysStale
Starter seatsDemo booked · 3 daysMoving
Flag after30 days

Stale deals

Open deals that stop moving get flagged on the board, so nothing sits in Proposal for a quarter unnoticed.

The deal record

Know how every deal got here.

Amount, expected close, owner, company and the people involved at the top. Stage history below, with who moved it and when, plus the notes and tasks your team and your agents add along the way.

  • Custom fields on deals, including select lists
  • Default currency for new deals
  • Notes and tasks on every deal
Rollout, phase 1Vertex Labs · Priya Shah$61,000Close Nov 28

Contacts

  • JMJordan MilesCOOPrimary
  • ATAna TorresHead of Ops

Stage history

  1. Demo booked → ProposalToday · Priya Shah
  2. Qualified → Demo bookedOct 14 · Priya Shah
  3. Created in QualifiedOct 9 · Workflow or API

Automation and agents

Deals that open themselves. Follow-ups that never slip.

Demo request to deal Published
Form submittedDemo request · qualified leadsWhen
Create dealNew business · QualifiedThen
Skip contacts with an open deal
Create task and add noteFor the deal ownerThen
Also triggers on: deal stage changed, by pipeline and stage

Deal workflows

Open a deal when a qualified lead submits a form or books a meeting, and run the next steps when a deal changes stage.

Claude· Orbit connected

Which deals in Proposal have gone quiet? Give each owner a follow-up task.

  1. list_deals7 deals in Proposal, 3 of them stale
  2. get_dealLast activity and contacts for each
  3. create_taskFollow-up tasks for each deal owner, due Friday
  4. create_noteNext steps logged on each deal

Private pipelines

Limit one to specific teams and people

100+ MCP tools

For Claude, ChatGPT and your agents

REST API

Deals and pipelines, scoped API keys

Unlimited seats

Every plan, no per-seat fees

FAQ

Frequently asked questions.

Pipelines, totals, automation and moving your deals over.

Put your pipeline on one board.

Rebuild your pipelines in one conversation, then let your reps, your workflows and your agents move the deals.

Book a demoCompare plans

Unlimited seats · MCP access on every plan · Set up by your AI assistant