You can now run your entire sales pipeline from one screen.
Every rep's deals on one screen. A team roll-up for the sales manager. A forecast that builds itself from real deal data. Every deal carries its own checklist of required steps.
Today, your pipeline lives in three places.
A whiteboard in the sales office. A shared Excel on the network drive. A Monday sales call where the team rebuilds the view. Different team members see different parts. Each one keeps their own copy.
One screen. Every deal. Every required step.
Your sales team picks the stages and the required steps for each one. Every rep sees their pipeline on one screen. The sales manager pulls a team roll-up. The forecast builds itself from real deal data. Every deal carries its own checklist. The deal can't advance to the next stage until each step is complete.
Set up your sales stages once. Every deal runs through them.
No new tab to open. No new tool to learn.
Set up your sales stages your way.
Pick the stages your sales team works through. Pick the required steps. Rental teams set up their own. Click below to see how it works.
Three views. Built for three different jobs.
One for the reps. One for the sales manager. One for the GM. Same data underneath.
Pipeline View
Every rep sees their entire pipeline. Each card shows the dollar amount, the stage, and the next step. Drag a deal forward when it's ready.
Timeline View
See how long deals sit at each stage. When deals back up, the slowdown shows up in the data, not in Monday's meeting.
Pre-built reports & forecast
Sales managers see a team roll-up. The forecast builds itself from real deal data, ready for leadership or OEMs.
Sales rep sees their pipeline. Sales manager sees the roll-up. GM sees the forecast.
Sales Rep
Opens one screen, sees their entire pipeline. Knows what's moving and what's about to close. No more reciting deals at Monday's meeting.
Sales Manager (or Rental Manager)
Sees a team roll-up. The forecast builds itself from real deal data. Communicates the number to leadership without three reps emailing their best guess.
Finance Manager (when financed)
When a deal needs financing, picks it up from the same screen. The paperwork is already attached or flagged as missing.
Dealer Principal & GM
Pre-built reports show the pipeline, the forecast, and team activity. Always current. No more Sunday-night spreadsheet rebuilds.
See it running with your dealership's process.
A 20-minute demo covers your stages, your required steps, and how Pipeline View would look across your sales team.