Stage 2 - Contacted

See every deal, its stage and its next step on one board.

Drag deals from New to Contacted, Quoted, Negotiation and Won. Each card shows the value, the owner, the last touch and what has to happen next, so the Monday review takes ten minutes instead of an hour.

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New leadContactedQuotedNegotiationCopilotWon
Call logged with Meera Joshi. Deal created at an estimated ₹4.2 L per month.
What Deal Pipeline does

Deals by stage with drag-and-drop.

Drag-and-drop stages

Move a deal and the stage, probability and next task update together. Required fields keep data complete.

Multiple pipelines

Separate boards for new business, repeat orders, dealers or projects, each with its own stages.

Next step on every card

A deal without a next step turns amber. No deal sits silent without someone noticing.

Stage ageing

See how many days each deal has spent in its stage and where deals usually stall.

Accounts and contacts

Every deal links to the company and the people involved: purchase, accounts, plant head and owner.

Works on the road

Update stages, log visits with location and add photos from the mobile app between meetings.

How it works

Four steps, no manual work.

  1. 1

    Lead converted

    Qualified leads become deals with value, product and expected close date.

  2. 2

    Stage moved

    Drag the card. Tasks and follow-ups for the new stage start automatically.

  3. 3

    Reviewed

    Managers filter by owner, value or age and comment directly on cards.

  4. 4

    Closed

    Won or lost with a reason, feeding conversion reports in Revenue View.

Also included

The details your team will use every day.

See which plan includes Deal Pipeline
  • Weighted pipeline value by stage probability
  • Lost reasons you define, reported by source and product
  • Products and quantities on each deal
  • Activity timeline with calls, emails, WhatsApp and visits
  • Board, list and calendar views
  • Stage rules that require fields before moving on
Questions

About Deal Pipeline

Yes. Stages, probabilities and required fields are set per pipeline by an admin.

You decide. Roles can limit visibility to own deals, the team, a territory or everything.

Use a separate repeat-order pipeline so new business and reorders are reported apart.

Next on the river

Quote Builder

GST quotations in seconds, tracked when opened

Continue
One deal left on the board

The next deal to close is yours.

Strike off the spreadsheets, the scattered phones and the forgotten follow-ups. Move your team into Won in 14 days, free.

New lead
Enquiries spread across 4 phonesIndiaMART leads in an email folder
Contacted
Who called this buyer last?Notes in a diary on the bike
Quoted
Quotes rebuilt in Excel every timeGST worked out by hand
Negotiation
Follow-up forgotten after day 2Buyer went with a faster supplier
WonDay 14
READY TO CLOSEScore 99

Your sales team

Plan14-day trial, every feature
UsersYour whole team
CardNot required
Next stepSign up, then import your Excel leads
Move to Won Connect with sales