See every deal, at every stage, at a glance

A visual pipeline shows exactly where each opportunity sits, so nothing stalls quietly in the background. Sales quotes include automatic revision tracking, real-time stock availability and current pricing from XERO and MYOB Business.

As many pipelines as you need

Run a separate lead-qualification pipeline ahead of your sales pipeline, or build dedicated pipelines for renewals and different product lines — each with its own stages, owners and tasks.

Custom stages with forecasting

Define the stages that match how your team actually sells, attach win-probability to each one, and get a realistic forecast of revenue by stage, owner or close date.

Never let a deal go quiet

Deals with no recent activity or overdue tasks are flagged automatically, so stalled opportunities get noticed and actioned before they're lost — filter by next activity date, time in stage or deal value to focus where it matters.

Quotes that keep moving

Build quotes from templates, track revisions without losing the quote's history, and convert a won quote straight into a sales order in your connected accounting system — no re-keying line items.