Someone asks how much you have in negotiation and the honest answer is "about thirty thousand, I think." The number comes from memory, because the information is scattered across WhatsApp conversations, an outdated spreadsheet and whatever each salesperson remembers. At the end of the month you find out what closed, but you never knew, mid-month, what was about to close and what had been stuck for three weeks already.
The kanban does not count cards, it adds up money. Glancing at the proposal column and seeing the total inside it is different information from "I have twelve open deals" — it is the one that answers the question the owner is actually asking.
Stages carry a milestone: qualified, proposal, won, lost. That turns the pipeline from a sequence of names each company invents into something with comparable points — you can say how much came in as qualified and how much reached won.
Besides what is open, the dashboard shows what has already been won and lost in the period, the average ticket and the conversion rate. It is a picture of the whole organization, calculated from the deals in the pipeline — not from a separate spreadsheet someone has to feed by hand.
A deal past its stage deadline gets flagged, and the history shows who moved the card and when. So the open value comes with context: it is not just how much, it is how much is moving and how much has been sitting too long.
Start — $24.00/month
A pipeline with value per stage, conversion milestones and a dashboard for won revenue, average ticket and conversion have existed since Start. A new contact becomes a deal via a database trigger on every plan.
See the full plan gridIf any of the points below is a dealbreaker for you, better to know now than midway through the trial.
There is no forecast. A deal does not carry an expected close date or probability, so CRPRO tells you what is open today — never how much of that will close by the 30th.
Won revenue, average ticket and conversion rate are organization-level. There is no equivalent breakdown per salesperson: the individual report measures conversation volume, not money.
You cannot import the pipeline and its deals from another CRM. The import brings contacts; stages and open values go in by hand, or via the API on plans that include it.
There is no lead enrichment by company registry. What the pipeline knows about the business on the other side is whatever someone typed in or came up in the conversation.
It rarely comes alone. These tend to show up in the same pipeline:
Every new contact already enters as an opportunity, with open value and a per-stage deadline. You see what stalled before you lose it.
Try 7 days free7 days free trial on every plan. Minimum plan for this pain point: Start — $24.00/month.