Sid Ratnam · AI Services
See exactly where every deal stands, follow up at the right time, and close more business with a visual sales pipeline built for local teams.
Why it works
A visual pipeline puts every opportunity in front of you so nothing falls through the cracks.
Drag-and-drop kanban board shows every deal at every stage. One glance tells you everything.
Automated reminders and activity tracking ensure you never miss a critical follow-up moment.
Win/loss analysis shows exactly where deals are won or lost so you can improve your process.
Pipeline value and deal probability give you a reliable revenue forecast for the weeks ahead.
What's included
Visual kanban board
Drag-and-drop deals between stages with a clean, visual interface.
Stage-based pipeline
Custom stages that match your sales process, from lead to closed-won.
Deal value tracking
Assign dollar values to deals and see total pipeline value at each stage.
Win/loss analysis
Understand why deals close or fall through so you can optimize your approach.
Activity log
Every call, email, and meeting tied to the deal for full context.
Email integration
Log emails to deals automatically. Never lose a conversation thread.
Forecast report
Projected revenue based on deal stage, value, and probability.
Custom stages
Define your own pipeline stages to match exactly how you sell.
How it works
01
We map your sales process into pipeline stages. From first contact to closed deal — your way.
02
Import existing opportunities or start fresh. Every new lead can be added automatically from your forms and ads.
03
Move deals through your pipeline, follow up on time, and watch your close rate climb.
Pricing
Cancel anytime. No setup fees.
FAQ
Ready?
No contracts. No setup fees. Cancel anytime.