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Cobble

Pipeline and deals

See what's closing, at a glance

Drag deals through stages you define, set the probability that suits your process, and watch the forecast move as you do. Every card tells you who, how much and when.

app.cobblecrm.com/fieldstone/deals
A kanban pipeline of deals across stages with totals per column
  • Pipelines that fit your process

    Create as many pipelines as you need, each with its own stages, win probabilities and rotting rules.

  • Drag, drop, done

    Move a deal between stages in one gesture. Won and lost reasons are captured so your reports mean something.

  • Totals that stay honest

    Each column shows deal count and value, and a weighted forecast uses your own probabilities.

  • Filters for every question

    Show only your deals, your team's deals or the whole company, depending on what your role allows.

Every deal has the full story

Open a deal and see the contacts involved, the emails sent, the calls logged and the task that is due next, all on one timeline.

  • Multiple pipelines with custom stages
  • Weighted and unweighted totals
  • Won and lost reasons
  • Owner, close date and amount on every card
app.cobblecrm.com/fieldstone/deals/brightwater
A deal record with its timeline, contacts and next task

Questions

Can I have more than one pipeline?

Yes. Create a pipeline for each way you sell, such as new business, renewals or partnerships, and give each its own stages.

Can I change stages later?

Yes. Rename, reorder or add stages at any time. Deals in a stage you remove can be moved to another stage first.

Start free. Be selling in minutes.

Try Cobble with your real pipeline for 14 days. No credit card, no setup call, no pressure.