Function
See at a glance where each lead or customer is located
From first contact to completed journey - drag tickets from phase to phase.
You know exactly who you still need to follow up with, who is waiting for an offer, and who is ready to start. Nothing falls between the cracks.
Never forget leads
One board with all your opportunities and customers
The process view works like a visual board with columns. Each column is a phase in your process - for example, “New contact,” “Intake scheduled,” “Quote sent,” “Started.” Each lead or customer is a card that you drag from phase to phase.
- Drag-and-drop: Move leads with one click or automatically based on triggers.
- Automatic follow-up: Set to automatically create an email, task or reminder when a ticket moves to a new stage.
- Filters and views: Filter by team member, date, value or status to see exactly what you're looking for.
Multiple pathways, one overview
Create separate pipelines for each route type
Do you offer multiple services? Create your own pipeline for each type of journey. For example, one for intakes, one for ongoing coaching processes, and one for upsell opportunities. That way you keep an overview without everything getting mixed up.
Automate by phase
Each phase automatically triggers the appropriate action
The process map is more than a visual board. Link automatic actions to each stage so the system works with your process.
- Deal to “intake scheduled”: System automatically sends confirmation email with intake form.
- Deal to “quote sent.” After 3 days without a response, a reminder automatically follows.
- Deal to “started.” Welcome email + access to course or community will be provided automatically.
Trajectory Overview
- Visual overview of your entire sales process
- Drag leads from phase to phase with drag-and-drop
- Automatic actions by phase (email, task, notification)
- Multiple pipelines for different trajectories
