Deals & Tasks
A simple sales pipeline and follow-up task list built on your customer profiles.
Deals gives you a Kanban-style sales pipeline attached to your Customers — track opportunities from Lead through Contacted, Quoted, and Negotiating, to a closed Won or Lost stage, with a running value total per stage.
Alongside deals, you can set follow-up Tasks against a customer — reminders to call back, send a quote, or check in — separate from the sales pipeline itself.
What you can do
- Kanban board with drag-and-drop stage changes
- Deal value, expected close date, notes, and assignee
- Filter by "assigned to me", a specific teammate, or everyone
- Follow-up tasks per customer
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