Projects
Pipelines that show where every deal or contact really stands.
Run contact-based, deal-based, or general pipelines with clear stages, drag cards forward, see totals and conversion at a glance, and keep custom fields and owners attached to every row.
Your funnel should be visible, movable, and honest.
From the pipeline list you get health metrics and quick access; inside a pipeline you work the board, search, filter, bulk-move items, and open records without losing context.
Built for how you sell
Contact pipelines, deal pipelines, or flexible general boards
Spin up the pipeline type that matches the work, people-first funnels, revenue deals, or a lightweight general board, then name stages, colors, and icons so the whole team reads the same map.
Move work with your mouse
Kanban-style stages with drag-and-drop
Cards live in columns that match your process. Pull an opportunity to the next stage when it earns it, no spreadsheet gymnastics, and keep momentum visible for standups and forecasting.
Records that stay rich
Custom fields, assignees, uploads, and bulk actions
Open any card for the full story: custom data, owners, files, and history. When you need to tidy up, use bulk tools to move or update many items at once instead of clicking one by one.
Stay organized at scale
Pins, archive, export, and optional public views
Pin the pipelines you live in, tuck finished work into archive, export when finance or leadership wants the numbers, and share a public-facing view when you want partners to add or track items safely.
A reliable CRM for my law firm, clear interface, regular updates, and performance that matches how legal practice actually works day to day.
CEO · Leggado.Digital