See the shape of your sales, not just the last message
Kanban boards where every contact is a card that advances from step to step, so you know what stage the business is really in.
Boards that match how you actually sell
Add the steps your process has, rename them and reorder them by dragging. One board per process, per product line or per campaign, each with its own steps and its own cards.
How the boards work →
Move a contact by dragging it
A card is a contact on this funnel. Drag it to the next column and the whole team sees where it is. Fold away the cards of any column you no longer need to see, for the whole team, so the stages you are still working stay readable.
How to build your funnel →
Act on a whole column at once
Move every contact of a step to the next one in a single action, or send the same approved template to everyone sitting in it. What used to be an afternoon of clicking is one decision.
How to work your board day to day →
A column at a time, not the whole inbox
Filter your conversations down to one board and one column and you get that stage of the work and nothing else. Add your own conversations on top of it and you have the list you actually start the day with.
How to work your board day to day →
The funnel from inside the conversation
While you are talking to someone you can see which boards they are on, add them to one and move them along, without leaving the chat.
Know when a lead lands on your board
Choose who on the team hears about each board. When a lead is added to it or moved in from another board, they get a notice in the app and a push alert, without keeping the board open.
How the boards work →Your boards in the order you work them
Put first the board your team opens most. Everyone sees the boards in that same order, wherever they are listed, and Kanban opens on the first one.
How the boards work →Take a card off the board, keep the contact
Each card has its own menu to edit its title or delete it from the board. Deleting asks first, and the contact, its conversation and its cards on other boards stay where they are.
How the boards work →