The problem
Deals live in one tool, money in another, goals in a third. So you never know which effort brings revenue.
01You keep spending on channels that do not convert
02Proposals go cold without a follow-up
03Forecasts ignore the pipeline
What you get
Track deals the way you actually sell
Any stages, any fields
Your sales process, not ours. Many pipelines if you need them.
Source on every dollar
Referral, inbound, outbound, ads, partner. Rolled up to revenue.
Weighted forecast
Pipeline feeds your goal pace automatically.
Follow-ups that write themselves
The Sales coach drafts, you approve, it sends.
Contacts and companies
A light CRM, or sync from HubSpot, Pipedrive or Salesforce.
Forms
A lead form that lands in the pipeline, source tagged.
Try asking
Questions you can ask, answered from your data
Which channel actually pays?
Referrals: 38% of revenue from 12% of leads. Paid ads: 9% of revenue at $4.10 cost per $1 earned this quarter.