Solutions
Start with a pipeline built for your kind of business.
Every business sells differently. Pick a starting template, then change anything you like.
Agencies and studios
Track pitches, retainers and project upsells. See which clients are coming up for renewal and which pitches are worth the effort.
- Track retainer value and renewal dates
- Log pitch costs against won revenue
- Shared client view for account and delivery teams
Software and SaaS companies
Run demos, trials and expansions in separate pipelines. Get alerted when a trial account goes quiet or a contract is up for renewal.
- Separate pipelines for new business and expansion
- Seat counts and ARR on every deal
- Webhooks to push won deals to billing
Wholesale and manufacturing
Manage distributor and trade accounts, quotes and repeat orders. Know when a regular buyer hasn’t reordered.
- Products, price lists and quantities on quotes
- Reorder reminders by account
- Territory views for field sales
Consultancies and professional services
Follow long sales cycles with several stakeholders, and keep proposals, contracts and meeting notes together.
- Map every stakeholder on the client side
- Store proposals and SOWs on the deal
- Track referral sources and partner introductions
Not sure which template fits?
Tell us how you sell and we’ll suggest a setup during your trial.