Your pipeline, from first call to Won.
Work every deal on one board – drag through your own stages, see gross and factored value per column, and keep the whole story on the deal: tasks, notes, emails (BCC any deal its own address), and MEDDPICC qualification. Won offers to open the project. Start a deal by typing one thing: its name.
$17.00 per user, per month. Available by request — start a workspace and ask us for it, and we'll set it up with you.
What you get
- One board from Early to Won, with YOUR stages and factored forecasting
- Every call, note, and email lands on the deal - BCC it a copy
- Tasks keep deals moving; stalled and overdue surface themselves
- Scoreboard, heatmap, and quarter views - no more exporting your own pipeline
How it works
- 1
Open it in one line
The name of the deal is the only thing required. Client, size and close date are chips under the box, filled in when you know them rather than before you are allowed to save.
- 2
Move it across the board
Every column carries its count, its gross value and its factored value at that stage's own probability — so the forecast is on the board rather than in a spreadsheet somebody rebuilds on Fridays.
- 3
Win it, and keep going
Won stamps the close date, and can create the project from the same card — so the engagement starts from the deal that sold it instead of somebody retyping the client name.
A pipeline that adds up twice — what it is worth, and what it is worth after the odds.
Common questions
Where does the email go?
Each deal has its own address. Copy it on the thread and the correspondence files itself against the deal, attachments included. Mail from somebody we cannot place waits in an unfiled strip for you to place or dismiss — it is never guessed at.
Can we qualify properly, not just optimistically?
Every deal carries the eight MEDDPICC pillars with evidence, and the qualification view scores them across the whole open pipeline — which is the difference between a forecast and a hope.
Who can see which deals?
Everybody, or only what each person owns — one setting, enforced in the reads rather than hidden in the UI.
What comes with it?
Three more apps at no extra charge: Organizations, Contacts and Task Manager. Add them to your workspace once and everyone who has Deals can use them — no second seat, nothing on the bill. A CRM that could not hold the company, the person and the follow-up would not be a CRM.
Deals is one app in Curfew Suite.
Use it on its own for as long as you like. If you ever add another, it shares the same login, the same bill and the same data underneath.