Leadline
$0$33,100$63,900$92,300$118,500$142,300$163,900$183,200$200,300$215,300$228,000$238,600$247,100$253,500$258,000$260,500$261,300
Lead3
Northwind$12.4KHalden Co.$8.9KOrbit Labs$21KQualified2
Brightpath$32KKettle$14.5KProposal3
Saltmarsh$48KLumen$26.5KParallax$36KWon2
Tidewater$40KFieldnote$22KPipeline valueThe pipeline fills
Pipeline
Drag a deal.See the quarter.
Four stages, every deal on a card, the value of each column at the top and a forecast that moves with every drag.
Proposal3 deals$110.5K
- Stages4
- In this board$261K
- Forecast13 wks
Pipeline
Drag a deal.See the quarter.
Four stages, every deal on a card, the value of each column at the top and a forecast that moves with every drag.
Proposal3 deals$110.5K
- Stages4
- In this board$261K
- Forecast13 wks
Pipeline
Drag a deal.See the quarter.
Four stages, every deal on a card, the value of each column at the top and a forecast that moves with every drag.
Proposal3 deals$110.5K
- Stages4
- In this board$261K
- Forecast13 wks
The board
Drag a deal. Watch the quarter move.
Every deal sits on one board, in the stage it has reached. Move a card and the column totals and the weighted forecast follow at once, so Monday's meeting starts from real numbers.
Drag a card, or press Move on it
Ava HartNorthwindInbound · 2 days
$12,400M
Ingrid SolbergHalden Co.Referral · 4 days
$8,900L
Kai MoriOrbit LabsOutbound · 1 week
$21,000M
Daniel RuizBrightpathDemo booked
$32,000S
Marcus BellKettleCall today
$14,500L
Grace TanSaltmarshSent Tuesday
$48,000S
Lucia RuizLumenOpened 3×
$26,500M
Rosa MéndezParallaxLegal review
$36,000L
Tom ReyesTidewaterSigned
$40,000S
Marcus LeeFieldnoteSigned
$22,000M
- Lead · 10%
- Qualified · 30%
- Proposal · 60%
- Won · 100%
The board
Drag a deal. Watch the quarter move.
Every deal sits on one board, in the stage it has reached. Move a card and the column totals and the weighted forecast follow at once, so Monday's meeting starts from real numbers.
Drag a card, or press Move on it
Ava HartNorthwindInbound · 2 days
$12,400M
Ingrid SolbergHalden Co.Referral · 4 days
$8,900L
Kai MoriOrbit LabsOutbound · 1 week
$21,000M
Daniel RuizBrightpathDemo booked
$32,000S
Marcus BellKettleCall today
$14,500L
Grace TanSaltmarshSent Tuesday
$48,000S
Lucia RuizLumenOpened 3×
$26,500M
Rosa MéndezParallaxLegal review
$36,000L
Tom ReyesTidewaterSigned
$40,000S
Marcus LeeFieldnoteSigned
$22,000M
- Lead · 10%
- Qualified · 30%
- Proposal · 60%
- Won · 100%
The board
Drag a deal. Watch the quarter move.
Every deal sits on one board, in the stage it has reached. Move a card and the column totals and the weighted forecast follow at once, so Monday's meeting starts from real numbers.
Swipe the columns. Press Move on a deal to change its stage.
Ava HartNorthwindInbound · 2 days
$12,400M
Ingrid SolbergHalden Co.Referral · 4 days
$8,900L
Kai MoriOrbit LabsOutbound · 1 week
$21,000M
Daniel RuizBrightpathDemo booked
$32,000S
Marcus BellKettleCall today
$14,500L
Grace TanSaltmarshSent Tuesday
$48,000S
Lucia RuizLumenOpened 3×
$26,500M
Rosa MéndezParallaxLegal review
$36,000L
Tom ReyesTidewaterSigned
$40,000S
Marcus LeeFieldnoteSigned
$22,000M
- Lead · 10%
- Qualified · 30%
- Proposal · 60%
- Won · 100%
The forecast
Know this quarter before it ends.
Every open deal, weighted by its stage, adds up to one number you can trust. Slide through the weeks and watch it build.
$0123456789.01234567890123456789M$1.42M forecast, Week 8 of 13
forecast, week 8 of 13+$180K vs last week
Halden Co. · $9K · 28%
Saltmarsh · $48K · 78%
Fieldnote · $22K · won
- W1
- W2
- W3
- W4
- W5
- W6
- W7
- W8
- W9
- W10
- W11
- W12
- W13
The forecast
Know this quarter before it ends.
Every open deal, weighted by its stage, adds up to one number you can trust. Slide through the weeks and watch it build.
$0123456789.01234567890123456789M$1.42M forecast, Week 8 of 13
forecast, week 8 of 13+$180K vs last week
Halden Co. · $9K · 28%
Saltmarsh · $48K · 78%
Fieldnote · $22K · won
- W1
- W2
- W3
- W4
- W5
- W6
- W7
- W8
- W9
- W10
- W11
- W12
- W13
The forecast
Know this quarter before it ends.
Every open deal, weighted by its stage, adds up to one number you can trust. Slide through the weeks and watch it build.
$0123456789.01234567890123456789M$1.42M forecast, Week 8 of 13
forecast, week 8 of 13+$180K vs last week
Halden Co. · $9K · 28%
Saltmarsh · $48K · 78%
Fieldnote · $22K · won
- W1
- W2
- W3
- W4
- W5
- W6
- W7
- W8
- W9
- W10
- W11
- W12
- W13
FAQ
Questions, answered.
The things teams ask before they move their pipeline. Anything else, write to us.
Yes. The Free plan is free forever for up to two seats and one pipeline. Paid plans add more seats, pipelines, reminders, reports and forecasts.
Yes. Export a CSV from your spreadsheet or old CRM and drop it in. Leadline matches the columns and merges duplicates.
Leadline connects to Gmail and Outlook, logs the e-mails you send and tells you when they are opened.
Yes, for iOS and Android. The board, contacts and follow-ups are all there, and you can log a call in two taps.
The Team and Business plans start with fourteen days free. No card is needed to start.
Any time. You pay for the seats you use, by the month or by the year.
You do. Export everything as CSV whenever you like, and delete your account with one click.
E-mail support on every plan, priority support on Team and a named success manager on Business.
FAQ
Questions, answered.
The things teams ask before they move their pipeline. Anything else, write to us.
Yes. The Free plan is free forever for up to two seats and one pipeline. Paid plans add more seats, pipelines, reminders, reports and forecasts.
Yes. Export a CSV from your spreadsheet or old CRM and drop it in. Leadline matches the columns and merges duplicates.
Leadline connects to Gmail and Outlook, logs the e-mails you send and tells you when they are opened.
Yes, for iOS and Android. The board, contacts and follow-ups are all there, and you can log a call in two taps.
The Team and Business plans start with fourteen days free. No card is needed to start.
Any time. You pay for the seats you use, by the month or by the year.
You do. Export everything as CSV whenever you like, and delete your account with one click.
E-mail support on every plan, priority support on Team and a named success manager on Business.
FAQ
Questions, answered.
The things teams ask before they move their pipeline. Anything else, write to us.
Yes. The Free plan is free forever for up to two seats and one pipeline. Paid plans add more seats, pipelines, reminders, reports and forecasts.
Yes. Export a CSV from your spreadsheet or old CRM and drop it in. Leadline matches the columns and merges duplicates.
Leadline connects to Gmail and Outlook, logs the e-mails you send and tells you when they are opened.
Yes, for iOS and Android. The board, contacts and follow-ups are all there, and you can log a call in two taps.
The Team and Business plans start with fourteen days free. No card is needed to start.
Any time. You pay for the seats you use, by the month or by the year.
You do. Export everything as CSV whenever you like, and delete your account with one click.
E-mail support on every plan, priority support on Team and a named success manager on Business.