Products
One platform for the entire B2B revenue cycle
Six connected modules that share one customer record, from first lead to renewal.
Lead ManagementAccounts and ContactsPipeline and DealsActivities and Follow-upsReports and ForecastingSecurity and Administration
Pipeline and Deals
A pipeline your whole leadership team can trust
Track every opportunity by stage, amount, close date and owner on a board or a list, with probability and weighted value built in.
- Drag-and-drop pipeline board
- Probability and weighted value by stage
- Close dates, deal types and lost reasons
- Deals tied to every contact and account involved
ReachIQ Pipeline and Deals
Qualification
68
Proposal
46
Negotiation
31
Closed won
22
A $48,000 deal moved to Negotiation
Right-sized
The same product, configured for your scale
Small business
Live in a day with CSV import. No consultants or setup fees. Simple pipeline the whole team understands.
See the solutionMid-market
Team-level dashboards and forecasts. Lead scores and owner assignment. Custom properties for your process.
See the solutionEnterprise
Audit log and privacy controls. Teams, seats and roles. Data export, and account deletion on request.
See the solutionPipeline and Deals
Everything included in pipeline and deals
Pipeline
- Board view with drag and drop between stages
- List view with sorting, filters and pagination
- Stages from Appointment scheduled to Closed won or lost
- Totals per stage at the top of every column
Deal record
- Amount, close date, pipeline and stage
- Probability and weighted value worked out for you
- Deal type, priority and closed lost reason
- Record summary with days to close and last contact
Collaboration
- Contacts and companies linked to every deal
- Upcoming tasks and recent activity on the deal
- Documents such as proposals and contracts
- Tickets and payments tracked alongside
Bulk actions
- Assign, edit and delete many deals at once
- Create tasks for selected deals
- Export selected deals as CSV
- Filter by owner, stage, amount and close date
On screen
Fields you will work with
These fields come ready to use. Add your own with custom properties.
Deal nameDeal stageAmountClose dateDeal ownerPipelineProbabilityWeighted valueDeal typePriorityClosed lost reason
FAQ
Questions about pipeline and deals
Can I see deals as a board and a list?
Yes. Switch between the pipeline board and the list view at any time.
How is weighted value calculated?
Each stage has a win probability. Weighted value is the amount multiplied by that probability.
Can I record why we lost a deal?
Yes. Closed lost deals carry a reason, and the Lost deals by reason report shows the pattern.
Try ReachIQ with your own data
Start free, then add capacity and controls as you grow.