Close deals and deliver service in the same system.
A kanban pipeline for prospects — from first contact through close. Plus Org Ops: a live executive dashboard for company health, task pipeline, completion rates, and team workload.
Who it's for
- MSP owners running sales themselves
- Sales leaders forecasting pipeline
- Service-business leadership wanting one operations view
- Account managers running expansion plays
The problem it solves
Pipeline in one tool, delivery in another, executive dashboards built quarterly by hand. Forecasts swing wildly. Leadership doesn't know what to ask the team. Sales and delivery work from different versions of the truth.
The flow, end to end
Configurable kanban stages
Define stages that match your sales motion — inbound, qualified, proposal, closed-won, closed-lost.
Pipeline → delivery handoff
Closed deals convert to agreements, projects, or onboarding workflows automatically.
Live Org Ops
Executive dashboard rolling up health, completion, workload, and KPI metrics across the entire business.
What teams actually get
The specific outcomes service teams see when they put Pipeline + Ops to work.
- One client record across sales and delivery
- Defensible pipeline forecast with stage probability
- Executive visibility without asking for status
- Expansion opportunities surfaced from delivery data
A typical run-through
- 1.Inbound lead lands in the New stage.
- 2.Sales rep moves it through Qualified → Proposal → Won.
- 3.Closed-won spawns the onboarding workflow.
- 4.Executive sees pipeline + delivery + revenue in one view.
Map this module to your workflow
Get a guided walkthrough of Sales Pipeline & Org Ops tailored to your team, your client mix, and the tools you're replacing.
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