Deal Flow Mastery

SEE EVERY DEAL.
MISS NOTHING.

Drag. Drop. Close. Visual pipeline management that shows you exactly where every dollar sits and what needs attention right now.

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See It Live

CxTrack visual sales pipeline with kanban board

Drag-and-Drop

Move deals between stages with your mouse. No forms, no friction, no wasted clicks.

Custom Stages

Build pipelines that match YOUR sales process. Not some generic template designed for someone else.

Revenue Forecasting

See projected revenue by stage, probability, and close date. Know your month before it happens.

Stale Deal Alerts

Deals going cold? You'll know before they're dead. Automatic nudges keep momentum.

Multi-Pipeline

Different products? Different teams? Separate pipelines, one unified dashboard.

Win/Loss Analysis

Learn why you win. Learn why you lose. Get better at both with data, not guesses.

The Process

Create your pipeline stages

Match your actual sales process. 3 stages or 12—your call.

Deals flow visually

Drag between stages. AI calculates probability. Revenue updates live.

Nothing falls through

Stale alerts, automated follow-ups, and forecasting keep you ahead.

DEALS SLIPPING THROUGH THE CRACKS?

STOP LOSING REVENUE
TO CHAOS

Teams using visual pipelines close 27% faster. Every deal visible. Every dollar tracked.

No Credit Card • Setup in 5 Minutes • Cancel Anytime

Frequently Asked Questions

How does drag-and-drop deal management work?+

CxTrack uses a visual kanban board where each deal is a card. You drag deals between pipeline stages with your mouse, and all associated data (probability, revenue forecast, next actions) updates automatically in real time.

Can I create custom pipeline stages?+

Yes. You can build pipelines with as few as 3 or as many as 12+ custom stages. Each stage can have its own probability weighting, required fields, and automated actions that trigger when a deal enters or exits.

Does CxTrack offer pipeline revenue forecasting?+

CxTrack calculates projected revenue by multiplying deal values by stage probability and close date. You get a real-time forecast of expected revenue by week, month, or quarter, so you always know where you stand.

How does deal tracking prevent leads from falling through?+

CxTrack flags stale deals that have not progressed within your defined timeframes. Automatic alerts notify the deal owner, and optional automations can trigger follow-up emails or task assignments to re-engage cold opportunities.

Can my whole team see the same pipeline?+

Yes. Managers see the full pipeline across all team members. Individual reps see their own deals by default. Role-based permissions control exactly who sees what, keeping sensitive deal data protected.

What reporting is available for pipelines?+

CxTrack includes win/loss analysis, stage conversion rates, average deal velocity, and revenue forecasting reports. All metrics update in real time as deals move through your pipeline.

Stop Guessing. Start Automating.

Book a 30-minute audit. We'll map your biggest leaks and show you the exact automation roadmap. No pitch. No pressure.

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Roadmap in 4 weeks

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SEE EVERY DEAL. MISS NOTHING.