Visual Opportunity Kanban
Drag-and-drop opportunity cards across customized pipeline stages with weighted deal values.
Included Capabilities
- Stage SLA alerts
- Expected close date forecasting
- Custom field deal cards
Inbound Lead Qualification & ICP Scoring
Automatically enrich inbound leads and score them by company size, tech stack, and intent signals.
Included Capabilities
- 1-Click Deal conversion
- Lead stage workflow statuses
- Custom qualification checklist
360° Account & Contact Directory
Complete timeline of emails, calls, notes, and tasks mapped to corporate customer accounts.
Included Capabilities
- Stakeholder hierarchy mapping
- Activity timeline streams
- CSV contact import & sync
Event-Driven Workflow Automation
Trigger task assignments, automated email notifications, and deal stage transitions without coding.
Included Capabilities
- Snooze & task reminders
- Auto-stage advance on contract sign
- Webhook integration hooks
Automated Email Cadences & Sequences
Scale outbound prospecting with multi-step email templates, follow-up timers, and open/click tracking.
Included Capabilities
- Personalization merge tokens
- Out-of-office bounce detection
- A/B subject line testing
Revenue Analytics & ARR Forecasting
Track sales quota pacing, average sales cycle days, rep win rates, and pipeline health metrics.
Included Capabilities
- Cohort ARR reports
- Rep leaderboard rankings
- Interactive visual charts
Test the Live Deals Kanban Board
Drag deals across Qualification, Demo, Proposal, and Won stages. See revenue forecasts recalculate instantly.