Sales & Clients
See every deal, at every stage
Deals sit on a drag-and-drop pipeline board grouped by stage — new, negotiation, won, lost. Move a card, and the deal's status updates immediately, visible to the whole sales team.
Each card shows the deal value, the client, and who's responsible, so a manager can scan the board and see exactly where revenue is sitting without opening a single deal. Filter the board by manager, service, or date range to focus on one slice of the pipeline at a time.
Stages are the same ones used in reporting elsewhere in the app, so a deal moved on the board instantly reflects in dashboards and client records — no second system to keep in sync.
Stop losing track of deals in a spreadsheet.
WTM is free and open source under AGPL-3.0. Self-host it and put your pipeline on one board.
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