Feature pack
Sales
Keep each sales process clear from first contact to proposal and payment.
The account is free and needs no card. You add the pack in the app when you need it. What the free plan includes
Give different sales processes their own pipelines and boards. Keep each Prospect's activity and stage requirements in view, review possible duplicates before combining records, then continue into proposals and billing without losing the conversation.
What this pack adds
- Proposals 3 a month on the free plan, unlimited with this pack. Send a clear proposal the customer can review and accept, with signature and payment steps when they apply.
- Sales Pipeline 5 in total on the free plan, unlimited with this pack. Give each sales process its own stages, keep the conversation and continue into proposals and billing.
Works with it, free on every plan
These come with every account, with or without this pack.
Used in these setups
More in this group
Compare every pack → What the free plan includes → Find your setup →