Close deals, not just conversationsand watch revenue write itself.
A hands-on pipeline for real opportunities with a dollar value, a win probability, and an expected close date. Move a deal to Won and an income entry lands in your finance ledger automatically. No manual revenue entry, ever.
Looking for auto-captured leads from your social DMs instead? That is the omnichannel pipeline. Deals are the money-value opportunities you manage by hand on top of it.
Every deal carries its value
Each card holds a title, a value in any currency you trade in, a win probability, an expected close date, the contact behind it, and a live count of open tasks. Advance a deal with the stage dropdown. Won snaps the probability to 100, Lost to 0.
- Deal titleInitech rollout
- Value + currency58,000 USD
- Win probability60 / 100
- Expected closeMar 18, 2026
- ContactSam Reed
- Open tasks1 open
- 1LeadA fresh opportunity, value still rough.
- 2QualifiedReal budget and a real need confirmed.
- 3ProposalNumbers are on the table.
- 4NegotiationFinal terms being worked out.
- 5WonClosed. Probability locks to 100.
- 6LostClosed out. Probability locks to 0.
Stages are changed with a dropdown on each card, not by dragging. That keeps the board fast and predictable, even with hundreds of open deals.
Win a deal.
Revenue writes itself.
The second a deal moves to Won, CRM Solid posts an income transaction to your finance ledger labelled Deal won: ... with the deal value and currency. It is the difference between a CRM that tracks talk and one that tracks money.
- Probability set to 100%
- ClosedAt stamped
Every won deal flows straight into your books.
See the finance moduleNothing slips
Give every task a priority, a status, and a due date. Tie it to a contact and a deal, so a deal shows exactly what is left before it closes. Anything past due and still open turns red on sight.
- HighIn progressToday, 5:00 PMSend signed contract to InitechInitech rollout Sam Reed
- HighOpenYesterdayFollow up on Umbrella renewal termsUmbrella renewal Iris Cole
- MediumOpenMar 14Prep proposal deck for GlobexGlobex seats x40 Mara Lin
- MediumIn progressMar 16Confirm budget with NorthwindNorthwind trial Leo Park
- LowDoneMar 9Schedule onboarding callPepper P.
See what is coming
before it closes
Every column carries its own running total, and every deal carries a win probability. Together they turn a list of opportunities into a forecast you can actually plan around, then a ledger entry the moment you win.
- Free 14-day trial, no credit card
- Multi-currency deal values, any ISO code
- Won deals post revenue automatically
- Tasks bound to deals and contacts