See every deal in one pipeline

The pipeline sits under the calling layer with leads, contacts, an inbox and tasks, so deal status and call history live in one place; a separate renewals pipeline keeps repeat business apart. Where it stops: Solo is single-user.

Deal pipelines run on Free, AI deal summaries start on Starter, and Professional adds forecasting, pipeline approvals, deal splits and workflows triggered by deal changes. Where it stops: Custom reports, such as pipeline movement by source, are not on Free or Starter.

Deals move left to right through stages you define, with contacts, activities and a calendar underneath; its AI builds a report from a plain description, and forecast reports show what should close. Where it stops: Formula fields start on Premium, and teams, visibility groups and permission sets also begin there.

A simple pipeline with tasks, calls and standard reports runs on Free, and a workflow updates fields when a deal closes; Standard adds several pipelines and sales forecasting, Professional adds closing-likelihood scores. Where it stops: Free caps at 3 users and has standard reports only.

Deals are tracked as opportunities alongside leads, accounts and contacts on Starter Suite; quoting and forecasting start on Pro Suite. Where it stops: The trial covers Starter Suite only, so forecasting cannot be tested there; the Pipeline Management agent and Predictive Forecasting are sold separately.

A visual pipeline holds contacts, accounts and deals with lifecycle stages from the Free plan; the sales dashboard shows the pipeline at a glance from Growth, and sales forecasting comes with Pro. Where it stops: Free has no sales dashboard or reports, and Free and Growth have one pipeline only.

A pipeline with stages you name, such as transaction steps or agency pitches, sits next to the scheduler, quotes that convert to invoices and recurring invoices. Where it stops: The pipeline is a tracking board, not a forecasting system, and reporting is adequate rather than strong.