Pipeline
Every open deal, laid out by stage. A converted lead lands at Prospecting and moves left to right as it gets real. Drag a card when the deal moves; no status form, no separate update. The board is the record.
Every open deal, laid out by stage. A converted lead lands at Prospecting and moves left to right as it gets real. Drag a card when the deal moves; no status form, no separate update. The board is the record.
Name, account, stage, amount, close date. Lands on the board in the right column.
Prospecting → Qualification → Proposal → Negotiation. The Pipeline Value tile recomputes; the Closed Won tile waits.
The $ books, the Goal % climbs, the MRR objective ticks. One drag, the rollup chain does the rest.
Free to start. Drag-and-drop stages. No HubSpot Pipeline.
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The Apex Q3 deal you dragged from Proposal to Closed Won — and the $24K that hit the books that minute. The Crestmark renewal sitting in Negotiation, waiting for the legal redline. The Northbeam discovery deal that just moved from Prospecting to Qualification after Wednesday's call. The MRR objective that ticked up automatically when the Apex card landed — the rollup chain doing its work. The Closed Won column you'd otherwise update with three separate manual percentage fields. The deal that would have stayed "in flight" forever in someone else's CRM because the stage column never got updated.