CRM · Sales

Stages you define.
A forecast that follows.

Deal stages configured to your sales process rather than a vendor’s, deals moving through them with their history intact, and a forecast computed from what is actually in the pipeline.

A forecast is only as honest as its stages. If everything sits in "negotiation" for six weeks, the number is fiction.

The pipeline

Deals and the stages they move through.

Stages you configureYour process, named your way, in your order.
Deals as recordsWith their value, their stage and the history of both, so movement is measurable.
Forecast from the pipelineComputed from the deals and stages that exist, rather than typed into a spreadsheet each Friday.
Who you are selling to

Contacts and companies.

CompaniesThe organisation, with the deals and contacts that belong to it.
ContactsPeople, attached to companies, so a champion changing jobs does not orphan the relationship.
NotesAgainst the record rather than in somebody’s email, which is where context normally dies when a rep leaves.
The work

Tasks and activities.

TasksWhat has to happen next, on the record it has to happen on.
ActivitiesA log of what was done, which is what makes a pipeline review a conversation about facts.
Nearby

Related capabilities.

Lead management · CRM reporting · Sequences

A number you can defend on a Monday.

Because it was computed from deals that exist, at stages that mean something.

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