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Deal pipeline

Track every deal through offer, approval, contract, payment, and handover in one pipeline, with the documents, sign-offs, and payment milestones it is waiting on in plain view. Most deals don't die on price. They die waiting for a signature.

Deal pipeline interface showing stages and deal cards

From offer to handover in one flow

Visual pipeline stages

See every deal in your pipeline at a glance. Drag and drop between stages like Offer, Approval, Contract, Payment, and Handover. Customize stages to match your sales process.

Multi-stage approvals

Route deals through sales managers, legal, finance, and executive approval chains. Track who approved what, when, and with what comments. No deal moves forward without sign-off.

Document checklists

Every deal stage has a required document checklist. Upload contracts, IDs, payment receipts, and NOCs. Deals can't progress until all documents are collected and verified.

Payment milestones

Link payment plans to pipeline stages. Track down payments, installments, and final settlements. Automatic reminders before due dates. Payment completion triggers next stage.

Deal timeline view

See a chronological history of every deal action. Who moved it, when, why it was held up, and what documents were added. Perfect for audits and dispute resolution.

Bulk deal actions

Approve multiple deals at once, send reminders to 20 customers, or generate batch invoices. Speed up repetitive tasks without losing accuracy or compliance.

Ready to close deals faster?

Stop losing deals to messy follow-ups and approval bottlenecks. Start converting.