Deals and pipelines
Deals (or "opportunities") represent your ongoing business. They are organized into one or more pipelines, with stages that you define.
Custom pipelines and Kanban view
From the CRM hub, you can create several pipelines — for example one pipeline per type of offer or per sales team — and define their stages freely. Each deal moves from stage to stage in Kanban view, by drag and drop.
Tasks, due dates and reminders can be attached to each deal to keep track of the next actions to take.
Deal scoring
A score is calculated for each deal from its data and from the associated engagement signals (contact activity, recent exchanges, etc.). It helps you prioritize the business that deserves the most attention at any given moment.
Weighted pipeline and forecasts
The weighted pipeline applies a probability of closing to each deal according to its stage, to produce a revenue forecast that is more realistic than simply adding up the amounts in progress.
Combine the weighted pipeline with segments on your contacts and companies to identify the most promising deals at the right time.