Close deals. Revenue writes itself.
A hands-on pipeline for real opportunities: deal value, win probability, expected close date. Move a deal to Won and the income entry lands in your finance ledger automatically.
- Six-stage pipeline
- Win probability
- Linked tasks
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
- LowDoneMar 9Schedule onboarding callPepper P.
Open the matching deal and you will see only its tasks. Mark one Done and the completion time is stamped.
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 forever plan, no credit card
- Multi-currency deal values, any ISO code
- Won deals post revenue automatically
- Tasks bound to deals and contacts