Pipeline
A pipeline you enjoy using.
Drag deals between stages, add a new deal right in the first column and see the value of every stage. Familiar, only faster.
Stages that match your process
Create several pipelines, for example project sales and repeat sales. Each stage can have exit criteria.
- Multiple pipelines
- Stage probability and weighted value
- Stage exit criteria
A deal page with everything
Emails, calls, quotes, files, notes and activities in one place. Open a deal and know where it stands.
- Coloured labels and pins
- Custom fields
- Keyboard shortcuts
Automation
Winly handles repetitive steps: creating activities, sending emails, changing owners or notifying.
- When a deal moves, create an activity
- When a quote is opened, notify
- When a deal stalls, remind
Questions
Does the pipeline look like Pipedrive?
The structure is similar so switching is easy. Winly adds goals, a daily plan and customer scores.
How many pipelines can I create?
There is no limit.
Be among the first
Winly opens in stages. Leave your details and we will write when it is your team's turn.