Setup: Easy
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Who it's for

Small sales teams who can't see where each deal stands or when to follow up.

What it does

Shows every deal in simple pipeline stages
Reminds you when it's time to follow up
Runs follow-up steps for you with automations

Proof

Maker's claimThe company that makes it says so

“Trusted by over 100,000 sales teams around the world”

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Try it yourself DIY version

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I run sales for [BUSINESS NAME]. Our sales steps are usually [LIST YOUR STEPS, E.G. NEW LEAD, CALLED, QUOTE SENT, WON/LOST]. Here are our open deals: [PASTE DEALS: NAME, VALUE, LAST CONTACT, NOTES]. Please: 1) put each deal into the right stage in a table with value, days since last contact, and next step, 2) total the dollar value in each stage, 3) flag deals stuck in one stage for more than [NUMBER] days, 4) write a short follow-up email or text for each flagged deal, under 60 words. Keep it plain and simple.