TEMPLATE
A pipeline, not a platform
Each card is a deal. Value, stage and expected close live as fields, so the table view doubles as your forecast sheet.
Use this template freeLeads
Acme Corp
Cold
Blue Café
Warm
Contacted
Studio North
Hot
Proposal
Harbor Gym
Cold
Won
Ivy Books
Warm
Comes with the right fields
Custom fields are part of the template — they show on card fronts, become table columns and power filters from day one.
ValueNumber
StageSelectColdWarmHot
Close byDate
WebsiteLink
Forecast in the table
Sort deals by value, filter by stage — your pipeline review is one view.
Chips on the card front
Deal value and temperature show at a glance on the board.
Nothing falls through
Close-by dates surface on the calendar; automations flag deals gone quiet.
Free for small pipelines
Unlimited boards and cards on the free plan — Pro only when you need more fields.
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