Sales pipeline and proposals
Campaigns with stages and assigned agents, weighted forecasts, broadcasts and proposals that clients accept and sign online.
The problem
Pipelines live in one tool, calls in another and proposals in a third, so forecasts are guesses and deals stall between steps.
Who uses it
- Sales reps and SDRs
- Sales managers
- Revenue leaders
Used by: Sales, Leadership
How it works
- Create a campaign with its stages and agents.
- Work records through the pipeline from calls, messages and sequences.
- Review a forecast weighted by stage probability, with an AI win probability where configured.
- Send a proposal link; the client accepts or signs it online and every step is logged.
What it does not do today
- Forecasts are weighted pipeline plus an optional AI estimate, not a trained forecasting model.
- Proposal signing is a simple in-app signature, not a certified e-signature service.
Connected to
Sales pipeline and proposals works on the same records and history as these parts of the platform.
CRM and universal records
AvailableOne record model for leads, customers, tickets and candidates, with stages, custom fields, companies and a full activity timeline.
Learn moreCalling and dialer
AvailableManual, power and predictive dialling in the browser, with recording, voicemail drop, supervisor listen/whisper/barge and post-call AI QA.
Learn moreInbox and outreach sequences
Available with limitsA shared SMS and email inbox on the customer record, plus multi-step sequences across calls, SMS, email and tasks.
Learn moreAnalytics and reporting
Available with limitsCustom dashboards, revenue and funnel reports, agent performance, leaderboards, exports and scheduled email reports.
Learn moreAutomation and workflows
Available with limitsTrigger-based workflows that assign, move, notify, message and update records — with dry runs, run history and retries.
Learn more