0 deals across all organisations · drag cards to move a stage
Based on each deal's close date · R 0 confirmed · R 0 total
Based on each deal's close date and profit margin (30% if not set) · R 0 confirmed · R 0 total
Runs automatically every 2 hours: links every contact to a client company account, opens a deal only once a contact has actually replied positively — a booked demo, a positive reply to a sequence, or a contact your team qualified — and moves accounts to Engaged or Customer as deals and paid invoices land. Opens, clicks and AI intent scores never create a deal; those contacts stay at New / Contacted.
Create your first opportunity against a client company.