Sales | base: the pipeline as a board

In Sales | base, the CRM with marketing, you see your pipeline as a board. You drag deals from stage to stage and see at a glance where things are stuck.

Every stage at a glance

The board shows the count, total and weighted value per stage, separately for each currency. You can adjust a deal's probability; the forecast then uses your value, otherwise the stage value applies. With "+" you enter a new deal directly in the right column.

Move and close deals

You drag deals between stages. Using the drop zones you close a deal as won or lost, a lost deal with a reason. Without a mouse you choose the stage on each card. In the "Forecast" view deals are sorted by expected closing month: if you drag a deal into another month, its closing date moves too.

A traffic light for stalled deals

Each card shows the responsible person and the next activity with its date. The light is green if an activity is planned, yellow if none is planned and red if it is overdue. If a deal stays in the same stage longer than the number of days set for that stage, the card is flagged. What is due today is in the daily desk: due tasks, stalled deals and new leads in one list.

Connected to Finance | base

With Finance | base your open deals flow into liquidity and revenue planning with one click, weighted by probability and kept separate from the secured amount. Offers are created directly from the deal.

Take a look

Try KMU | base in the demo account: seven days, with sample data, no credit card.