The Planned column on your taskboard is the only prioritization you need. Your sales team always knows what has highest priority. Go away from tedious scoring, and start closing.
Flexible Kanban Boards
Customize the taskboard to fit your custom pipeline or choose from one of our case-specific workflow templates. Make your board fit your sales process.
Don't waste time on admin
No tedious administration or user management. Zero overhead in your process. No signups or registrations. Just open the taskboard and get to work.
Discuss leads in real-time
Your sales task management is rooted in your team's communication. Discuss individual leads on Slack or Microsoft Teams threads. Get updates on details from the teammate running the lead. Delightfull!
Attach all relevant docs & files
All of your pitch decks, sales notes and legal documents are in a single place, attached to a specific task. Getting the files you need right in your pipeline is great!
Track progress on leads
Get an instant overview of the state of every lead with just one look at your taskboard. Choose to get notified of each status change or only track big updates.