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Deals don’t die in the close. They die in silence.

The last update was “looks good.” Then nobody touched it for 18 days. Spreadsheets do not ping you. Inboxes bury the quote. Saleslox puts pipeline, follow-up, and quotes on one board — and flags the stalled ones before Monday’s forecast meeting.

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The weekly pain

The CRM nobody opens

Reps live in inbox and chat. The “system of record” is updated on Friday afternoon so the dashboard does not look empty. Managers stop trusting it. Then everyone builds a private sheet.

The wow

My Stats: your morning quick view.

After you sign in you land on My Stats — a quick view of items you control: open leads, follow-ups due today, live pipeline, and quota. Not a wallpaper of charts. Designed team boards live under CRM → Dashboards.

Todayfollow-ups and hot leads you actually own
1 screenleads, pipeline, quota on login
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My Stats landing page: open leads, follow-ups, pipeline, and quota

Screenshot from the Enterprise Plan

See the work, not a mockup of work.

These are product screens: designed Dashboards tab, lead board, opportunity pipeline, charts, quotes, and the quote the customer actually receives.

Dashboards tab with KPI tiles and pipeline charts

Screenshot from the Enterprise Plan

Dashboards tab: live KPI tiles, pipeline by stage, leads by status.

What the board is for

Not another place to type notes. One path from first handshake to invoice, with the usual gaps closed.

Lead in, then actually work it

Capture a name without stopping to build the whole company file. Temperature and next action sit on the card so “hot” means someone is booked, not hoped.

Pipeline with aging

Kanban and table. Stage on the card. Professional adds stalled-deal alerts so quiet revenue is a queue, not a surprise.

Quote → order → invoice

Pro quotes and orders. Enterprise invoices. Document templates so the PDF matches the line items — not a Word file from last quarter.

Sales-cycle gates

A seven-stage checklist per account. Discovery cannot be skipped because the deal “felt” qualified. Tasks show up as work, not a wiki page.

Forecast that is the board

Weighted and unweighted from live opportunities. Yearly targets split to quarters. Quota on the home page is the same math as the forecast tab.

Dashboards you design

KPI tiles, stage charts, tables. Build the view for the Monday meeting instead of exporting to slides that are already stale.

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Try Pro for 30 days. No card.

Stalled-deal alerts, quotes, forecast, and sales-cycle checklists. We set up your company and email you a password link.

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Common questions

No. We set up your company on Pro and email you a link to choose a password. You only add a card if you keep the product after the trial.