A CRM with the precision of a printed report.
Pipeline, inbox and forecasting share one set of records. Change a deal anywhere and every total that depends on it changes with it.
One board for every deal in motion.
Six stages, fixed colors, totals that add up. Drag a deal forward and the weighted pipeline, the forecast and the rep's quota move with it.
- Lead10%
- Qualified25%
- Proposal50%
- Negotiation75%
- Closed won100%
- Closed lost0%
$225K
Rivetworks
Factory floor analytics
Fathom Marine
Vessel telemetry
Verdant Agritech
Field data platform
Cinder Games
Player analytics
+1 more
$489K
Zephyr Mobility
Data platform
Lumenfield Energy
Grid telemetry analytics
Ironwood Construction
Project cost analytics
Saltmarsh Media
Audience analytics
+2 more
$622K
Harborline Telecom
Network KPI platform
Pinecrest Insurance
Claims analytics
Emberly Foods
Supply chain visibility
Brightwater Health
Clinical ops pilot
+2 more
$586K
Tidewater Bank
Risk dashboards
Halcyon Freight
Fleet analytics rollout
Bellwether Retail
Store ops rollout
Arbor & Finch
Matter analytics
+1 more
$353K
Ferrowick Logistics
Routes module
Ferrous & Vale
Plant analytics
Harborline Telecom
Network pilot
Bellwether Retail
Six-store pilot
+3 more
Halcyon Freight
Fleet analytics rollout
Amount
$148,000
Close
Oct 30
- Probability
- 75%
- Contact
- Inés Álvarez
- Owner
- Dana Okafor
- Quote
- Q-2041
Next step · Tomorrow
Legal redlines call with procurement
By stage
Weighted- Lead5$22.5K
- Qualified6$124K
- Proposal6$300K
- Negotiation5$431K
Deal card
Every card carries the amount, close date, owner and the next step with its date. Open it and the quote, the contacts and the whole timeline are one scroll away.
Open Halcyon Freight in the demoStage rules
Require a next step, a close date or a quote before a deal can move forward.
Probability per stage
Set once for the workspace; override on a single deal when you know better.
Quiet deals surface
Cards with no activity for 14 days get a hairline flag, not a red alarm.
Email that knows which deal it's about.
Two-way sync puts every thread on the right deal and contact. Reply, schedule and enroll in a sequence without leaving the conversation.
- Rob Keller2 h ago
Re: Order form — payment terms
Hi Dana, Thanks for this. Two things from our side: we'd need Net 45 instead of Net 30, and the onboarding fee invoiced on go-live rather than signature. If that works, I can take it to Inés tomorrow. Rob
- Zoe CarterYesterday
Data residency questions
Hi Dana, Before our call today, could you confirm where event data is stored and whether we can pin it to US regions only? Ibrahim also asked about retention for raw events. Thanks, Zoe
- Tess WhitakerYesterday
Countersigned?
Great news, Tess. I'll send it first thing tomorrow.
- Noor Qureshi4 days ago
Discovery notes + a few metrics
Open-to-paid conversion, churn by newsletter, and sponsor delivery. Felix will join the next call.
- Beatriz Lima6 days ago
Renewal timing
Hi Dana, our budget cycle closes Nov 20. If the store-ops piece is in the renewal, I need numbers by Nov 6. Tom is keen.
Re: Order form — payment terms
Rob Keller
rob@halcyonfreight.example
Hi Dana, Thanks for this. Two things from our side: we'd need Net 45 instead of Net 30, and the onboarding fee invoiced on go-live rather than signature. If that works, I can take it to Inés tomorrow. Rob
Inbound demo follow-up
Demo requests from the website
Opened
74%
Replied
33%
Meetings
21%
- Day 1Thanks — here's the recording and next steps29 replies
- Day 2Call: confirm use case and team size155 due
- Day 4Three dashboards teams like yours build first18 replies
- Day 8Customer story: Ferrous & Vale plant analytics9 replies
- Day 12Should I close your file?5 replies
Matched, not copied
Threads link to the deal and every contact on it. Nothing is duplicated into notes.
Sequences that listen
A reply from anyone at the account pauses the sequence for everyone there.
Shared when it matters
Share a thread with your SE or manager in one click; keep the rest private.
A forecast you can defend line by line.
Closed, commit, best case and pipeline roll up from real deals. Every number on the forecast links back to the deals that make it.
Closed won
$353K
Commit
$939K
Best case
$1.56M
Quota
$1.56M
- Closed won
- Commit
- Best case
- Pipeline
Quota attainment
Q4 2026- Marcus Lindqvist46%
- Dana Okafor30%
- Tomás Herrera13%
- Hana Kobayashi8%
- Priya Raman8%
The rest of the toolkit, one click from a deal.
Sequences
Multi-step outreach with emails, calls and tasks. Replies pause the sequence automatically.
View in demo: SequencesQuotes
Build quotes from your price book, send for e-signature and watch for the view.
View in demo: QuotesTasks
Today, overdue and upcoming, each linked to the deal it moves forward.
View in demo: TasksCalendar
Meetings land on the deal and the contact; prep notes sit next to the invite.
View in demo: CalendarMobile
Log the call you just finished and check the board between meetings.
View in demo: MobileReports
Bookings, conversion, cycle time and leaderboards without a BI tool.
View in demo: Reports
14-day trial · No card required
Hold still over every deal. Then strike.
Set up your pipeline in an afternoon. Import from a CSV, connect email and calendar, and run your next forecast from the board.