Deal pipeline
See where every deal stands
Set up stages that match your sales process and drag deals across the board. Estimated value, expected close date and owner are always clear — no more round-the-table status updates.
Common pain points
Sales progress is always fuzzy
- 01
Progress lives in people's heads
To forecast this month, the manager has to ask everyone one by one.
- 02
Every business sells differently
Fixed stages in off-the-shelf tools don't match how you close deals.
- 03
Missed follow-ups lose deals
Send a quote, forget to follow up, and the customer quietly goes elsewhere.
What you get
Manage deals your way
01 / PIPELINE
Custom pipelines and stages
Rename and reorder stages, and give each business line its own pipeline.
- Custom stage names and order
- Multiple pipelines
- Separate won and lost stages
02 / PIPELINE
Drag-and-drop board
Drag a card to the next stage to update it; each column shows its count and total value.
- Drag cards between stages
- Totals per column
- Search, filter and save views on the board
03 / PIPELINE
Deals linked to companies and contacts
Link a deal to a company and several contacts; activities and quotes sit under the deal.
- Company and multiple contacts
- Estimated value in NT$
- Owner and expected close date
How to start
Deal pipeline
- 1
Set up stages
Name them after your steps, e.g. first contact, needs, quote.
- 2
Create deals
Pick the company and enter value and expected close date.
- 3
Drag forward
Move the card when the conversation moves.
- 4
See the big picture
Counts and value per stage at a glance.
Try it yourself
Create a free workspace — trying it is the best way to see. Prefer a walkthrough? Book a live demo.