Visual pipeline to capture more
Customizable Kanban funnels with drag-and-drop, deal templates and complete acquisition cycle tracking. Full visibility of your NNM pipeline.
Kanban pipeline with deals in different stages
Total control of your pipeline
From first contact to closing, every stage monitored and optimized.
Kanban Drag-and-Drop
Move deals between stages with drag and drop. Intuitive and fast visual.
Deal Management
Create and track opportunities with values, probability and closing date.
Deal Templates
Standardize deal creation with pre-configured templates by product type.
Lost Reasons
Record loss reasons to identify patterns and improve conversion.
Funnel Metrics
Conversion by stage, average cycle time, forecast and average ticket.
Forecasting
Acquisition forecast based on probability and conversion history.
Capture more with full visibility
Every stage of your funnel monitored and optimized automatically.
Visual and Intuitive Pipeline
Kanban board that shows the entire pipeline on a single screen. Filter by advisor, product or value.
- Drag-and-drop between stages
- Multiple pipelines per team or product
- Filters by advisor, value, date and tags
- Customizable colors per stage
Stage Automations
Configure automatic actions when a deal changes stage. Send emails, create tasks or notify the team.
- Automatic triggers on stage change
- Email and notification sending
- Automatic task creation
- Escalation for time stuck in stage
Acquisition Analytics
Dedicated dashboards with conversion metrics, acquisition speed and performance by advisor.
- Conversion rate by stage and advisor
- Average acquisition cycle time
- Team performance ranking
- Forecast based on real history
