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A customer journey that fits you, from first contact to signature
Define the statuses a prospect goes through and who steps in at each stage. Follow every opportunity in a clear pipeline.
Your statuses, your words
First contact, quote sent, technical approval: name and order the steps the way you really work.
A group for each step
Assign a group to a status: the right people are notified as soon as a deal reaches them.
A pipeline you manage with a single move
Drag a card from one column to another; amounts, probabilities and forecasts update.
What you can do
Unlimited, reorderable statuses Approval by a group before moving to the next step Amount, probability and close date for each opportunity Weighted forecast of upcoming revenue Automatic switch to client on signature
Frequently asked questions
Can I have several journeys?
Yes, from the Team plan: one journey per line of business or type of clientele.
What happens when an opportunity is won?
The record becomes a client and joins your Clients list, with its full history.