Organise
Deal pipelines
Kanban sales tracking that speaks your language
Track opportunities on visual Kanban pipelines with custom stages, values, assignees and your own currency.
- Custom pipeline stages with colours
- Deal value, assignee & win/lost status
- Weighted pipeline value and win rate
- Stage names you define yourself
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A screenshot of the running product. The names and numbers are invented; the software is not.
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See every opportunity at a glance
Drag deals across stages you define, assign them to owners, and record their value in your own currency. An overview tab reports open pipeline value, weighted value, open deal count and win rate over a range you pick — and every tile links through to the deals behind it, so a number is never a dead end.
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Terminology that matches your trade
Name your own stages — Viewing, Quote Sent, Fitting, whatever your team actually says — so the board reads the way you already talk about the work. A new account self-seeds a sensible default board on first visit, which you can then rename into your own language.
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Works well with
Contacts & CRM
One clean record per customer
Tags, custom fields, notes and CSV import with automatic phone-number deduplication — so every customer is one record, not five.
Learn moreSegments
Save the list, not just the label
Saved contact lists built from a filter across everything the CRM knows — fields, tags, activity, deals and past campaign engagement.
Learn moreAI assistants
It drafts, it replies, it knows when to fetch a human
Draft replies and summarise threads, or hand whole conversations to an assistant that answers within limits you set — and steps aside the moment a person takes over.
Learn moreWho uses this, and what for
The industries whose module leans on this capability, and the scenarios it shows up in.
Ready to answer every customer in one place?
Bring WhatsApp, Messenger and Instagram together with AI that actually helps. Talk to us and we'll get you set up.
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