CRM & sales · Sales Pipeline & Deals
See every deal, its value and its next step on one board
Deals move across stages you define. Each stage has a probability, each deal has an owner, a value and an expected close date, and the board tells you what to do next.
- Included in
- Free plan and above
- Status
- Available now
- Module
- CRM & sales
- Trial
- Included in the 7-day trial
Pipelines that fit your sales process
Start with a default pipeline or build your own stages. Businesses with different sales motions (retail, wholesale, projects) can run several pipelines on Growth and above.
- Drag-and-drop stages
- Multiple pipelines (Growth and above)
- Won and lost reasons for learning
Deals connected to everything else
A deal links to the contact, the company, the quotation and, when won, the order or project. Activities and WhatsApp messages about the deal sit on its timeline.
- Quotation attached to the deal
- Won deal creates order or invoice
- Timeline of calls, messages and meetings
Forecasts from your own numbers
Weighted pipeline value uses stage probabilities; on Business and above, AI forecasting adjusts for your historical win rates and cycle times by owner and deal size.
- Weighted pipeline by month
- Stale deal alerts
- AI forecast with confidence range (Business and above)
What you get
- Clarity
- The board shows where revenue is and where it is stuck.
- Discipline
- Every deal has an owner, a value and a next action.
- Predictability
- Forecasts are built from what actually closes.
Questions
- Can I have more than one pipeline?
- Free and Starter include one sales pipeline. Growth and above allow multiple pipelines, for example one for retail and one for projects.
- Does the AI help with deals?
- Yes. The assistant can summarise a deal's history, draft the next email or WhatsApp message and suggest the next action. AI forecasting is available on Business and above.
- Can I see deals by salesperson?
- Yes. Filter the board and reports by owner, and set targets per person on Growth and above.
- Which KztOne plan includes sales pipeline & deals?
- Sales Pipeline & Deals is included in every plan, including Free. Every new workspace gets a 7-day trial of the full platform, so you can try it before choosing a plan.
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A CRM that knows what each customer bought, paid and said, across WhatsApp, email and your website. Contacts, companies, pipelines and automation in one place.
See it with your own data
Create a workspace, import your records and try every feature free for 7 days.