Visual Deal Management

See Every Deal.Visible.

Visual pipeline management that shows exactly where every deal stands. Track activities, never miss follow-ups, and close more deals with complete visibility.

$50M+ in deals tracked monthly

Pipeline Problems We Solve

Deals falling through the cracks—you forgot to follow up

No visibility into what your team is actually doing

Spreadsheets that don't scale beyond 50 deals

How Pipeline Management Works

Simple but powerful deal tracking

Add Your Deals

Create deals from qualified leads or add them directly. Set deal value, expected close date, and starting stage.

Track Everything

Log activities, set follow-up tasks, and move deals through stages. Full history keeps everyone aligned.

Close & Learn

Win or lose, capture the outcome. Analytics reveal patterns to improve your process and close more.

Everything You Need to Manage Your Pipeline

Built for how sales teams actually work

01

Visual Kanban View

Drag and drop deals between stages. See your entire pipeline at a glance. Filter by rep, value, or date to focus.

Drag & dropStage filteringValue totals
02

Complete Activity History

Every email, call, meeting, and note is logged. See the full story of every deal without asking your team.

Email loggingCall trackingMeeting sync
03

Smart Follow-Up Reminders

Create tasks with due dates. Get notifications before deadlines. Stale deals are flagged automatically.

Task managementDue date alertsStale deal flags
04

Pipeline Analytics

Conversion rates, sales velocity, win/loss analysis. Understand what's working and where deals get stuck.

Conversion trackingWin/loss analysisTeam comparison

Why Teams Love Our Pipeline

Nothing falls through

Follow-up reminders and stale deal alerts

Full visibility

See every deal and activity instantly

Faster onboarding

New reps understand deals quickly

Better forecasting

Know what's likely to close and when

Less data entry

Email and calendar sync automatically

Team alignment

Everyone sees the same information

Customer Success
We used to lose deals because partners would forget to follow up after proposals. The pipeline with task reminders eliminated that problem. Our proposal-to-close rate improved by 28% in three months.

Michael Rodriguez

Managing Partner, Pinnacle Consulting

Frequently Asked Questions

Get Complete Pipeline Visibility

Track every deal, never miss a follow-up, close more sales. Free trial, no credit card required.