See every deal, from first hello to won
Leads move through clear stages — new, interested, qualified, won — with deal values in your currency, owners, and the next action always visible. The pipeline updates itself as conversations happen.
Built in, not bolted on
Stages that mean something
A consistent stage order from new to won keeps everyone honest about where a deal really is.
Moves itself forward
When the AI qualifies a lead, the stage advances automatically — forward only, and never past your manual decisions.
Money you can trust
Deal values are entered once, in the workspace currency, and roll up into pipeline totals and reports without spreadsheet math.
Next action on every lead
Each lead shows what happens next — a follow-up, a meeting, a reply owed — so nothing silently stalls.
Filters and views
Slice the pipeline by owner, source, campaign, stage or custom fields, and save the views your team uses daily.
A timeline that remembers
Every message, stage change, note and meeting sits on the lead’s timeline — with who did it, human or AI.
Up and running in minutes
Leads enter automatically
Every captured lead starts in the pipeline with its source and value fields ready.
Stages advance with reality
Conversations, qualification and bookings move deals forward — visibly.
You steer
Drag a deal, reassign an owner, set the next action — your changes are final.
Good questions, straight answers
Can the AI move deals backward?
No. The AI only moves stages forward, and once you change a stage manually, the AI respects your decision and never overrides it.
Can we customize the pipeline?
You work with a clear, consistent stage order and can add custom fields, tags and saved views to match how your team sells.
Where do deal values show up?
On the lead, in pipeline totals, and across reports — always in your workspace currency, always the same number everywhere.
Is there a mobile view?
Yes — the pipeline works on desktop, tablet and the mobile app, so the team can update deals from anywhere.
Stop losing leads while you sleep.
Switch on your AI CRM and turn every WhatsApp and Meta lead into a booked meeting — starting today.