Track opportunities from lead to close with visual kanban pipelines.
A pipeline is a sequence of stages (e.g. Prospecting → Qualified → Proposal → Won). You can have multiple pipelines for different products or sales motions. Switch between them from the pipeline dropdown on the Deals board.
Click "+ New Deal" from the board or list view. Set a name, stage, company/contact, amount, and close date. The deal card shows probability, amount, and days-to-close at a glance.
Each deal is automatically scored 0-100 for win likelihood by the ORIS AI engine. The score uses deal age, stage velocity, amount vs. your historical averages, and engagement signals. Scores refresh daily.
Drag and drop deal cards between stages on the Kanban board. You can also bulk-update stage from the list view using the multi-select checkbox.
The Sales Forecast report shows projected revenue by month, broken down by stage and probability band. Go to CRM → Forecast to see the rolling 6-month view.