Master your pipeline & deals.
Close more deals with visual pipelines, highly customizable deal tracking, and AI-powered team insights designed for speed.
Built around your process
Pipeline Management
Visualize your entire conversion funnel. Drag and drop deals across custom stages with zero latency.
Deal Management
Keep all notes, tasks, files, and emails attached directly to the deal record so nothing slips through.
Customizable
Your business is unique. Create unlimited custom properties, tags, and pipelines to match your exact workflow.
Custom fields for unique data.
Capture the information that matters most to your business. Create text, dropdown, date, or number fields and map them to your deals instantly.
Visual labels for quick filtering.
Instantly identify high-priority deals or categorize by product lines using highly visible, custom colored tags that float right on your board.
Short links attached.
Generate trackable short links right inside the deal view. Share proposals and track exactly when a prospect clicks your link.
Proposal Link
Next Actions
To-do lists that drive action.
Never forget a follow-up. Attach specific checklists directly to your deals, assign them to team members, and get notified when tasks are due.
Rich notes & deal history.
Keep a running log of every call, meeting, and email. Your entire team can instantly read the context without asking you.
Client is happy with the proposal.
Main concern is implementation speed.
Action: Need to loop in Tech team
Reports for deals.
Transform your raw deal data into actionable insights instantly.
- Forecast revenue accurately across quarters.
- Analyze win/loss ratios by employee.
- Identify pipeline bottlenecks instantly.
Total Pipeline Value
Start managing deals like a pro.
Join thousands of teams who have ditched spreadsheets and closed more deals with Cocopipe.