DEALS
Deal tracking that survives a pipeline review
Every deal carries its value, stage, owner, close date, and complete history — so a review is a reading, not a negotiation.
The numbers a forecast needs
Value, currency, stage, owner, and expected close date on every deal, with multi-currency support on the record so an international pipeline totals correctly instead of adding rupees to dollars.
History attached, not remembered
Calls, emails, meetings, notes, and every stage change live on the deal. When a rep leaves or an account changes hands, the context transfers with the record rather than with the person.
Loss reasons worth reading
Closing a deal as lost asks for a reason a human wrote. 'Went dark' is allowed; 'chose competitor — pricing' is gold. Six months of honest loss reasons will redesign your qualification stage for you.
Tasks that keep deals moving
Attach tasks and reminders to a deal so the follow-up has an owner and a date instead of living in somebody's head. Overdue work surfaces where the deal does, not in a separate app nobody opens.
WORKS WITH
Pipelines
A drag-and-drop board with stages you define, updating in real time for everyone looking at it.
Reporting
Pipeline value, conversion by stage, velocity, and who's actually closing — from live data, not last week's export.
Automations
When this happens, check that, then do these things — built visually, and not metered by the month.
Questions about deals
Can I track deals in multiple currencies?
Yes — deal records carry their own currency, on every plan, so a pipeline spanning several markets totals correctly rather than silently summing different units.
How many deals can I have?
Starter and Professional have per-plan deal ceilings; Enterprise is unlimited. The exact figures are on the pricing page, alongside the contact, lead, and company limits.
Can I automate deal follow-ups?
On Enterprise, yes — the workflow builder can create tasks, send emails, or reassign owners when a deal changes stage or goes quiet. On other plans you can set tasks and reminders manually on the deal.
We're building the CRM that does more and costs less
If your stack feels like five subscriptions duct-taped together, start your free trial
