Track opportunities through customisable stages on a drag-and-drop board, with weighted revenue forecasting that shows what is actually likely to close.
Model your sales process as a set of customisable pipeline stages, then move opportunities through them on a Kanban-style board. Each deal carries its value, owner, expected close date, and linked contact, so the board is both a working view and an honest picture of where revenue sits today.
Every stage carries a win probability, so the pipeline rolls up into a weighted forecast rather than a wishful total. See committed versus best-case revenue, filter by owner or close date, and walk into a sales review with numbers you can defend instead of a gut feel.
Moving a deal between stages can trigger follow-up tasks, score recalculation, and timeline entries automatically — so the next action is never lost when a deal advances. The process runs the rep, not the other way around.
Build an opportunity up from line items, then generate a formatted quote from them in one click — atomic and race-safe, with sequential quote numbering — ready to push to Xero. The path from "interested" to "here is your quote" stays inside one tool.