Visual Sales Pipeline
See every deal at a glance on a Kanban board. Drag deals across custom stages, set values and close dates, schedule reminders, and never let a follow-up slip through the cracks.
Aarav Mehta
Northwind Retail
Sofia Rossi
Lumio Studio
Liam O'Connor
Vertex Labs
Priya Nair
Saffron & Co.
Noah Williams
Bluepeak
Meera Joshi
Kanso Digital
Drag-and-drop Kanban
Build pipelines that match how you actually sell. Create custom stages with colors, drag deals between them, and see stage totals update in real time. Every deal shows its value, owner, expected close date, and age at a glance.
- Unlimited custom stages with color coding
- Drag-and-drop deal movement
- Stage totals and deal count in real time
- Deal value, owner, and close date on every card
Aarav Mehta
Northwind Retail
Sofia Rossi
Lumio Studio
Liam O'Connor
Vertex Labs
Priya Nair
Saffron & Co.
Noah Williams
Bluepeak
Meera Joshi
Kanso Digital
Followups & reminders
Never forget a follow-up. Set reminders for calls, meetings, emails, or custom tasks on any contact or deal. Reminders are auto-seeded when you create a new deal, and overdue items trigger notifications so nothing falls through the cracks.
- Reminder types — call, meeting, email, followup, other
- Auto-seeded reminders on new deal creation
- Overdue and due-today notifications
- Followup outcome tracking — connected, no answer, callback, interested
Aarav Mehta
Northwind Retail
Sofia Rossi
Lumio Studio
Liam O'Connor
Vertex Labs
Priya Nair
Saffron & Co.
Noah Williams
Bluepeak
Meera Joshi
Kanso Digital
Deal tracking & history
Every deal carries its full story — value, currency, expected close date, custom fields, notes, and a complete audit trail. When a deal is won or lost, capture the reason and who closed it for cleaner reporting.
- Deal value with currency tracking
- Expected close date and deal age
- Win/loss status with reason tracking
- Full audit trail — who changed what, and when
Aarav Mehta
Northwind Retail
Sofia Rossi
Lumio Studio
Liam O'Connor
Vertex Labs
Priya Nair
Saffron & Co.
Noah Williams
Bluepeak
Meera Joshi
Kanso Digital
Closed deals archive
Won and lost deals move to a dedicated archive so your active pipeline stays clean. Filter by status, date range, owner, or lost reason to understand what's working and what needs attention.
- Separate view for won and lost deals
- Filter by date, owner, stage, or lost reason
- Track who closed each deal and when
- Five default lost reasons plus custom ones
Aarav Mehta
Northwind Retail
Sofia Rossi
Lumio Studio
Liam O'Connor
Vertex Labs
Priya Nair
Saffron & Co.
Noah Williams
Bluepeak
Meera Joshi
Kanso Digital
Stage change alerts
Get notified when deals move stages or hit milestones.
Deal assignment
Assign deals to team members with round-robin or manual control.
Pipeline reports
Conversion funnels, velocity, and forecast reports built from pipeline data.
Works great with
Ready to visualize your sales?
Book a demo and see how a Kanban pipeline with smart reminders keeps your team closing deals.