Pipeline & deals
Track opportunities through stages. Drag deals across the kanban, close them, see your forecast. Pre-tuned for your vertical, fully customizable.
Stages
Each workspace gets a default pipeline tuned for its template (HVAC: New lead → Quote sent → Job scheduled → Job done → Invoice paid; Coach: Discovery booked → Proposal sent → Engaged → Renewing). Edit, reorder, or replace any of them in Settings → Pipeline.
Adding a deal
From a contact's profile, click "+ Deal." Or from the Deals view, click "New deal" and pick a contact. Each deal needs a value, a stage, and an owner; everything else is optional.
Kanban view
The Deals page is a horizontal kanban — one column per stage, deals as cards. Drag a card to move it. Total $ value of each column shows at the top of the column.
Probability-weighted forecast
Closing a deal
Drag to the final "won" stage. Or open the deal and click "Mark won." This fires whichever automations you have set up on close — usually a thank-you email, an invoice send via Stripe, and a review request 7 days later.
Lost deals
Lost deals stay in the database (you'll want them for re-engagement campaigns later). Mark a deal lost from its detail page; pick a reason (price, timing, lost to competitor, no response). Reasons feed your dashboard's "why we lose" report.