Features
Milestones and CRM pipelines
Two stage systems at once: the milestones your client sees, and the internal pipeline they don't.
What you get
The short version
Built-in client-facing milestones, with their own set for buying, selling and refinancing.
Your company's own pipelines and stages on top, with a kanban board you can drag deals across.
A stage move can create tasks, attach checklists and send messages — each one tickable, and each message editable before it goes.
Move a deal to a different pipeline and its tasks and history move with it.
More features
The rest of the platform
Ready to see it in action?
Tell us who you are and we'll point you at the right starting place. Or watch a 2-minute walkthrough.