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Deals & Pipeline
A visual pipeline your sales team will actually keep updated.
Deal Kanban by pipeline and stage, a closing-date calendar, and direct lead-to-deal conversion — built for teams who live in a board view, not a report.
Fully built and in active use across tenants.
The problem
- Forecasts are guesswork because deals don't move stages in the system.
- No single view of what's supposed to close this month.
- Multiple product lines need different pipelines, not one generic funnel.
How VKomak solves it
- Drag-and-drop Kanban board, selectable by pipeline, so each business line gets its own view.
- Closing calendar surfaces everything expected to close in a given window.
- Loss reasons and forecast categories captured at the point of stage change, not after the fact.
Features
Deal list and Kanban board with drag-to-advance stage
Multiple pipelines and tenant-configurable stages
Closing calendar view
Loss reason and forecast category capture
Direct conversion from Lead, preserving history
Benefits
- Forecasts reflect what's actually in the pipeline
- Reps update the board because it's the fastest way to work, not an extra step
- Clear loss-reason data to improve win rate over time
Related modules
FAQs
Yes — pipelines and stages are configurable per tenant from Master Data, so different teams or product lines can each have their own.
See Deals & Pipeline on your own data.
Book a guided walkthrough, or start a free trial and explore it yourself.
