Pipelines & Tasks
Move every deal forward.
Build pipelines that match the way you actually sell. Drag deals between stages, assign tasks, set reminders, and let automations push the rest forward.
- Unlimited
- pipelines
- Auto
- next-step
- 3x
- throughput
Custom pipelines
Per team, per product, per region — and switch views in a click.
Tasks that nag
Auto-assigned, auto-due, with reminders that actually fire.
SLA tracking
See where deals stall and where reps need help.
Board
Drag, drop, done. Kanban or list.
Switch between board, list and timeline views without losing context. Bulk-edit hundreds of deals in seconds.
- Kanban, list and timeline views
- Bulk edit and assign
- Custom deal fields and formulas
- Conditional stage requirements
Automations
Move work while you sleep.
When a deal hits 'proposal sent', auto-create a follow-up task, schedule a reminder and notify the rep — all from one trigger.
- Triggers on stage change
- Auto-task creation
- Slack / email notifications
- Round-robin assignment
How it works
Live in minutes, not months.
- Step 1
Design your stages
Match how you actually sell.
- Step 2
Add deals
From contacts, forms or imports.
- Step 3
Automate the boring
Tasks, reminders, notifications.
- Step 4
Track and coach
SLA, velocity, stalled deals.
Capabilities
Built to go the distance.
Every plan ships with the essentials. Upgrade only for team-scale, advanced security, and AI usage at volume.
Compare plans- Unlimited pipelines
- Custom stages and fields
- Tasks with SLAs
- Round-robin assignment
- Stage requirements
- Bulk actions
- Velocity & funnel reports
- API & webhooks
FAQ
Questions, answered.
How many pipelines can I have?
Unlimited — even on the free plan.
Can tasks repeat?
Yes — daily, weekly or custom cadences.
Can I require fields per stage?
Yes — block stage progression until requirements are met.
Is there a mobile board?
Yes — full board and tasks on iOS & Android.
Stop chasing. Start closing.
Pipelines and tasks that actually move work forward.