crm-153

Live demo — fictional data

Deals

$53,200 in open pipeline. In your workspace you drag these cards between stages — here they sit still, since this demo is read-only.

Lead2 · $6,000

Social media retainer — Alvarez Fitness

Nick Alvarez

$1,2004d in stage

Website refresh — Lakeside PT

Tom Gallagher · Lakeside Physical Therapy

$4,8005d in stage
Contacted2 · $8,900

Brand identity — Juniper & Sage

Emily Chen · Juniper & Sage Catering

$6,5007d in stage

Google Ads management — Ridgeline

Laura Bennett · Ridgeline Property Group

$2,4009d in stage
Qualified2 · $21,600

Ecommerce redesign — Cascade Outfitters

Sofia Ramirez · Cascade Outfitters

$18,0008d in stage

SEO retainer — Harborview Dental

Dr. Alan Pierce · Harborview Dental

$3,60012d in stage
Proposal2 · $16,700

Fall campaign — Bluebird Coffee

Priya Natarajan · Bluebird Coffee Roasters

$9,2006d in stage

Tenant portal microsite — Ridgeline

Marcus Webb · Ridgeline Property Group

$7,50014d in stage
Won2 · $17,400

Website redesign — Harborview Dental

Dr. Alan Pierce · Harborview Dental

$12,0008d in stage

Seasonal packaging — Bluebird Coffee

Priya Natarajan · Bluebird Coffee Roasters

$5,40022d in stage
Lost1 · $8,000

Video production — Cascade Outfitters

Rachel Kim · Cascade Outfitters

$8,00025d in stage

Pipelines and stages are fully yours to define — rename these, recolor them, or run several pipelines side by side. Unlimited, like everything else.

Your workspace could look like this by lunch

Import your contacts from a CSV, invite the team, and drag your first deal across the board. Free forever — unlimited contacts, unlimited teammates, no credit card.