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Template · works for any team

Sales pipeline

Deals by stage, what they're worth, and a forecast you can trust.

Customize thisOpen the live demo · No signup

Free to try with sample data. Sign in with your email and it's added to your workspace, ready to change. Matrixcape Build is in private beta.

The work it's for

Deals live in inboxes and a spreadsheet nobody updates, so the forecast is a guess. Here every deal has a stage, a value and a close date; the probability follows the stage, the weighted forecast is worked out by month, slipping deals are flagged, and yearly contracts create next year's renewal when they're won.

  • Know what will close this month and next
  • See which deals are stuck past their close date
  • Never miss a yearly renewal

Try it. It's working software.

The real app with sample data, shown for a commercial cleaning company. Switch roles (Owner, Sales rep, Sales manager) to see what each person sees. Nothing you do here is saved.

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What it does today

Only what the app does right now. It works in any phone's browser, and every version is saved.

  • Board view: move cards from step to step
  • Calculated fields that keep themselves up to date
  • Workflow steps that say who can do what
  • A note required on key steps
  • Fields filled in automatically
  • Records created automatically
  • Email on workflow steps
  • Email reminders before or after a date
  • Team members see only the records assigned to them
  • Rules that stop bad data from being saved
  • Dashboard with totals, charts and a waiting-on-you list
  • Overdue items in your inbox
  • CSV import and export

Make it yours.

Every template starts clean. After you customize it, change the look in Design or just ask: your colors and logo, fonts, corners, how compact it is, a board or a calendar, light or dark.

  • Clean

    How every template starts.

  • Your brand

    Your colors, a serif, rounder corners.

  • Dark

    Easy on the eyes, compact.

Change how it works, not just how it looks.

The steps, who approves what, the rules, the reminders and the emails it sends are yours to change. Say it the way you'd tell someone on your team. You see each change before your team does, and your team keeps using the live version until you publish.

Changes you can ask for

  • “Change the stage probabilities to 15, 35, 60 and 80 percent.”
  • “Require the sales manager's approval to mark a deal won when it's worth more than $50,000.”
  • “Email the contact a thank-you note when a deal is won.”
  • “Add a Lost reason choice (price, timing, competitor, no decision) and a chart of lost deals by reason.”
  • “Show deals on a calendar by expected close.”
  • “Make it compact with sharp corners.”

One app in your Matrixcape workspace, not a separate subscription.

Start with one problem. Build the rest when you need it: every app you add lives in the same workspace, with one sign-in for your team. The same app works for an it services provider, a corporate catering company, a staffing agency too.

Customize this

Customize this uses no build credits.

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