A visual Kanban board for your entire sales pipeline. Drag deals between stages, track commission by stage, and know exactly where every opportunity stands at a glance.
Your pipeline as a visual board. Each column is a stage, each card is a deal. Drag contacts between stages as they progress — from new lead to closed deal, it all happens on one screen.
Every agent works differently. Define your own pipeline stages, reorder them, set probability percentages, and assign colors. Build a workflow that matches how you actually sell.
Know exactly how much money is in your pipeline at every stage. See total deal value, projected commission, and weighted forecasts so you can plan your business with confidence.
Understand what's working and where deals get stuck. Conversion rates between stages, average deal velocity, bottleneck identification, and win/loss analysis — all in real-time dashboards.
Yes. Create separate pipelines for buyers, sellers, rentals, or any workflow you need. Each pipeline has its own stages, colors, and probability settings. Switch between them instantly.
Completely. Add, rename, reorder, or delete stages at any time. Set win probability percentages for weighted forecasting. CloseDaily includes sensible defaults to get you started, but you have full control over your workflow.
Yes. Team pipelines give everyone a shared view of all deals in progress. Filter by agent to see individual performance or view the full board for team-wide visibility. Admins control who can move deals and edit stages.
Start your free 7-day trial. Drag-and-drop pipeline included on every plan.