See the whole pipeline.
Use the board to review leads by stage, from the first conversation onward. Update stages as the relationship changes so the board reflects your actual work.
CRM & pipeline
Know where every opportunity stands.
Keep the person, conversation stage and next action together. See what is moving, what is waiting and where your attention will make the most difference.
Start Your 3-Day Free TrialKeep the details close.
Record contact and company details, notes, a follow-up date and the next action. Add a deal value when it is useful to your own process.
Switch to a clearer list.
Use the lead list when you need to scan details across people. Search and filter to find the opportunities that deserve your attention today.
The same leads. A different perspective.
Move from the stage board to the lead list when you want to compare details, find a person or review follow-up dates. Keep your work in one pipeline.
A simple workflow
How it works.
Keep the person in view
Add or review the contact and the context you already have.
Set the stage
Choose a stage that reflects where the conversation stands.
Make the next step concrete
Record an action and follow-up date, then update them as you progress.
Good to know.
Is this separate from my conversations?
The CRM is part of the same workspace as your inbox and sales work. Use it to organise the relationship and next steps around each person.
Does a deal value mean revenue has been earned?
No. A value you enter helps you track an opportunity. It is not a payment record or proof of revenue.
Make room for your next sales conversation.
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