All features
Sales
Sales Pipeline
Visualise every deal from lead to close.
Overview
Drag-and-drop Kanban pipeline with custom stages, probability tracking, loss-reason analysis, and full stage history. Know exactly where every opportunity stands and what it takes to move it forward.
Key capabilities
- Customisable pipeline stages
- Drag-and-drop Kanban board
- Win probability per stage
- Loss-reason tracking
- Stage history & timeline
- Opportunity value forecasting
- Assigned sales rep per deal
- Linked contacts & accounts
app.swiftlycrm.com/sales-pipeline