Deals that move along when the quotation goes out.

Stages you can read at a glance.

Every new company starts with a Sales pipeline: Discovery 10%, Qualification 25%, Proposal 50%, Negotiation 75% and Closed Won 100%. Each column shows its deals, their total, and that total weighted by their chance of closing.

• Rename the stages, change the percentages, add your own, or run a second pipeline for tenders or rentals.
• Drag a card to another stage, and the deal takes that stage’s percentage.

Calls and meetings become someone’s tasks.

On the deal, log a call, a meeting, an email or a task. Each one with an owner is in that person’s tasks on Home and in the Calendar. Tick it done, rename it or change its date in either place, and the other follows.

• Updates is the team’s conversation about the deal. An @mention rings that person’s bell.
• Switch on the rules, and a deal that goes quiet, or passes its close date, gives its owner a task to follow it up.

The quotation starts from the deal.

Create quotation makes a draft quotation for the deal’s customer, in their own currency at the day’s exchange rate, linked to the deal, and opens it in Sales for you to add the lines.

• The order and the invoice made from it carry the link too, so the deal lists all three, with what’s been invoiced and paid.

It moves when the quotation does.

When the quotation is sent, the deal moves to Proposal. When it’s confirmed, the deal moves to Closed Won. Each move is noted on the deal with its reason, such as Moved to Closed Won.

• The deal’s owner gets a notice the moment it’s won.
• Anyone looking at the board sees the card move without refreshing.

What’s likely to close, and when.

Forecast adds up the open deals by the month they should close, weighted by their percentages, beside what’s already won this quarter and anything past its close date. Look three, six or twelve months ahead, by month or by owner.