A pipeline that reads your activity
Your deals now show how they're really moving, and Chip suggests what to move next. Email replies and form responses are easier to act on.
What changed
- See your deals as a board or a list.
- Win rate, deal speed and response time are worked out from real activity.
- Chip suggests which deals to move, right above the board.
- Email replies land in your customer inbox.
- The form builder saves as you go, and offers back work that didn't save.
- Filter responses by form, and message the people who sent them.
- Money Manager and Email Marketing were rebuilt, with scan to pay and visual email templates.