A sales pipeline that doesn't live in a silo
Track leads and deals stage by stage, plan campaigns alongside sales, and hand off won deals straight into delivery boards — all without switching tools.
Pipeline stages as a board
Model your funnel — Lead, Qualified, Proposal, Won/Lost — as a Kanban board with deal value, owner, and close date at a glance.
Campaign planning
Plan marketing campaigns on a Gantt timeline alongside sales targets, keeping launch dates and pipeline goals in sync.
Won-deal handoff
Convert a closed-won deal directly into a delivery ticket on another board, carrying over notes, contacts, and scope.
Revenue dashboards
Live dashboards on pipeline value, conversion rate by stage, and forecasted revenue — no exported spreadsheets required.
Activity & follow-up tracking
Log calls, emails, and next steps on each deal so reps always know what happens next.
Lead source attribution
Tag deals by channel or campaign to see which marketing efforts actually convert.
Where sales pipeline shows up day to day
B2B sales teams
Give reps a fast board to move deals forward and give leadership a dashboard that always reflects reality.
Marketing + sales alignment
Plan campaigns and pipeline targets on shared timelines instead of two disconnected tools.
Sales-to-delivery handoff
Eliminate the gap between "deal closed" and "project kicked off" with a one-click board-to-board handoff.
AI enablement
Predictive deal-risk flagging
Rosteric AI flags deals going stale or at risk of slipping, and drafts a suggested follow-up so reps act before a deal goes cold.
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