Product · Deal pipeline
A six-stage pipeline for the selling. Signing converts a deal into an engagement in one click, and everything you learned while selling travels with it.
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What it does
Selling and delivery are different objects, so unsigned work cannot pretend to be revenue.
Conversation, scoping call, proposal sent, negotiating, then signed or lost. The vocabulary is fixed on purpose.
Signing creates the engagement. The estimate and notes go with it. It happens once, and only in that direction.
If they said not now, set a recheck date. When it arrives, the deal shows up again on Today.
How it works
One account can hold as many deals as you like — two pieces of work is two deals.
The stages are the selling, not a custom board. Proposal sent starts the follow-up clock.
Retainer does not write or send the proposal. Mark the stage when it goes out.
One click. Pitch and delivery stay linked. Lost deals keep a reason.
Conversation, scoping call, proposal sent, negotiating, signed, and lost. Signed and lost are the end. Everything before that is still a deal, not revenue.
Retainer creates an engagement on the same account, carries the estimate and notes across, and links the two records. Signing happens once.
No. The stages are fixed. A consultant configuring a CRM is a consultant not selling.
No. Only the engagement does. That is why they are two objects — so a hopeful conversation cannot inflate the book.
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