See your entire sales pipeline on a single screen. Drag and drop deals between stages, get AI-powered revenue forecasts, and let automated workflows handle the follow-ups. SalesSheet gives you the clarity to focus on the deals that matter most and the intelligence to know which ones will close.
Visual Kanban board with drag-and-drop deal management
Traditional CRM pipelines are static spreadsheets in disguise. Ours is a living, intelligent system that actively helps you close.
See every deal across every stage in a clean, drag-and-drop Kanban view. Color-coded cards show deal value, age, and health score at a glance. Filter by rep, date range, or deal size to focus on exactly what matters. Customize stages to match your unique sales process without any technical setup.
Stop guessing and start knowing. Our AI analyzes historical close rates, deal velocity, engagement patterns, and rep performance to deliver revenue forecasts you can actually trust. See weighted pipeline totals, best-case and worst-case scenarios, and get alerted when a forecast-critical deal starts slipping.
When a deal moves to a new stage, SalesSheet automatically triggers the right actions - send a follow-up email, create a task for a demo, notify a manager for approval, or update the close date. Your sales process runs on autopilot so nothing falls through the cracks between stages.
Add a new deal in seconds - type the company name, expected value, and target close date. Or let the AI assistant create it from a conversation. Every deal is automatically linked to the right contact and company records, giving you full context from day one without any duplicate data entry.
Create deals and see them appear on your visual pipeline board
Drag deals across your pipeline as they progress from prospecting to negotiation to close. Each stage transition triggers automated workflows and updates your forecast in real time. The AI monitors deal health and flags at-risk opportunities before they go cold, giving you time to course-correct.
Drag and drop deals between pipeline stages with real-time updates
When you win a deal, SalesSheet captures the full story - every email, call, meeting, and milestone that led to the close. Analyze win rates by stage, by rep, by lead source, and by deal size. Use these insights to refine your process and replicate what works across your entire team.
Analyze win rates, deal velocity, and pipeline performance
Ditch the spreadsheet and get a visual pipeline with AI-powered insights that actually help you close. Start your free trial and build your first pipeline in minutes.
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