Deals and Notion-style boards
Sales stages, amounts and owners, a drag-and-drop board with grouping, filters and saved views for the whole team or just for you.
Your sales path
Several stage sets ("Sales", "Wholesale", "Service"), each with its colours and an in-progress, won or lost meaning. A lead is a deal at the first stage, so data is never split between leads and deals.
A board that adapts
Drag a card and the stage changes, with who and when recorded in the timeline. Group by stage, owner or any choice field, add sub-groups, a column total, coloured columns and card sizes. Open a deal in a side panel without leaving the board.
Views for everyone
Save filters and settings as a view, shared with the team or personal. Colleagues' changes appear on the board instantly.
Also
The Deal button in a conversation creates a deal with that contact.
Bordee asks for one when a deal moves to Lost.
A deal reaching a stage starts a bot: thanks, instructions, a review request.
A won deal passes its amount to your ads through Conversions API.