Robust Sales and Pipeline

Feature Requests
1

Would love a built-in Sales & Pipeline feature to manage deals from lead to close. Key needs:

  • Multiple pipelines with customizable stages and probabilities

  • Kanban drag-and-drop, list views, and saved filters

  • Deals linked to contacts/companies, activities (tasks, calls, meetings), notes

  • Deal value, expected close date, owner, custom fields

  • Pipeline and forecasting reports (weighted revenue, stage funnel, win rate)

1 Like
2

I have struggled with getting we books etc to stay in sync with my use of Bigins. This feature enablement and removing dependency of Company would allow for more flexibility since not all deals are B2B

3

@mehzabeen_c @Ali_Shaown