Boards
Drag and drop boards for deals by stage, leads by status and tasks by status, so everyone sees where things stand.
Three boards for daily work
Deals sit in columns by stage, leads by status and tasks by status. Each card is a real record, so the board always shows the same data your team sees in tables and reports.
Move a card, update the record
Drag a card to the next column and its stage or status changes on the spot. Sales managers see the whole pipeline at a glance, and team leads spot tasks that are stuck before they become late.
What you can do
Deals by stage
Follow every deal from first contact to won or lost.
Leads by status
See at a glance where every lead stands.
Tasks by status
Spot what is waiting, moving or done.
Drag and drop
Move a card and its stage or status updates instantly.
Always in sync
Boards, tables and reports read the same records.
Explore other modules
Questions about this module
Is this module included in every plan?
Plans are built around the modules your team needs. Talk to us and we will include what fits.
Can it be customised for our process?
Yes. Columns, statuses, permissions and automations adapt to your process, and our team can build extra features when needed.
What if a feature is marked coming soon?
It is planned for an upcoming version and is not live yet. Tell us if you need it and we will keep you posted.
See this module with your own data
Book a demo or create your workspace now.