Sales Pipeline, Tasks & Custom Fields · parity with Podium pipelines.
Funnels — CRM sales pipeline
A Kanban board of your sales stages, with a deal value on each contact card.
See every deal and its value move through your pipeline.
What you can do
- Customizable stages (New → Qualifying → Estimate Sent → …); one card per contact with a deal $ value and tags; per-stage count + $ roll-up totals; move cards between stages.
How to use it
Funnels tab.
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