Track every deal from inquiry to won
A Kanban pipeline to manage all your open opportunities. Drag cards between stages, edit deals inline, add notes, and create proposals directly from deals.
Pipeline Stages
| Stage | Meaning | Default probability |
|---|---|---|
| Inquiry | Initial contact, requirement not yet confirmed | 20% |
| Qualified | Requirement confirmed, quantity and timeline established | 40% |
| Proposal | Quotation sent, awaiting response | 60% |
| Negotiation | Back-and-forth on pricing or terms | 75% |
| Won | PO received or verbal commitment confirmed | 100% |
Deal Cards
Each card shows the deal title, company name, deal value, currency, probability, and expected close date. Drag left/right to move stages — changes save instantly. Click to open the detail panel.
Multi-Currency
Deal values support INR, USD, EUR, AED, and GBP. Set the currency per deal — useful for export orders. Values format correctly per currency (₹L/Cr for INR, $K/M for USD). The weighted pipeline total in the header uses INR as base.
Deal Detail Panel
- Stage picker — click any stage to move the deal instantly
- Edit Deal — inline edit title, value, currency, probability, and close date without leaving the Kanban
- Notes — free-text notes field saved per deal (call notes, follow-up reminders)
- Create Proposal — creates a draft proposal pre-linked to the deal's contact and company
Pipeline Metrics
The header shows two numbers: open deals count and weighted pipeline = sum of (deal value × probability) across all non-won stages. This is your realistic revenue forecast.