Round-robin, not roulette
New leads land with an owner the moment they arrive. The round-robin rule spreads work across the desk, and manual reassignment stays on the record.
The client journey
From lead to funded, in the open.
A prospect enters the funnel with a source and a score, gains an owner by rule, and advances stage by stage — with every transition recorded as an activity the whole desk can see.
- Captured
- Converted
- Stalled
Stages carry evidence
A deal advances when its record justifies it — amount, currency, owner, and notes travel with the tile from qualifying to closed.
Activities write themselves
Calls, notes, and stage transitions land on the timeline as they happen, so the next person picks up the thread instead of reconstructing it.
Inside the console
The pipeline, stage by stage
Stage colours and order come from tenant-configured pipeline rows — the kanban reflects how your desk actually works, not a template.
