Track every deal from first conversation to signed contract — without leaving the portal your clients already use. Because deals connect to the clients and companies already in your Assembly CRM, a card on the board carries the real account behind it: the company, the primary contact, and the invoices and contracts attached to the work.

Built for your team, not your clients. It's internal-only, so staff get a kanban board, a table, and revenue charts over the same data while clients see nothing. And when a deal closes, the account, contact, and paperwork are already in place to start delivery — no re-entering anything.

Key features

• Pipeline board with drag-and-drop stage changes, plus a dense table view with saved views, inline editing, and bulk actions

• Deals link to real Assembly CRM companies, contacts, and custom fields — the CRM stays the source of truth rather than a duplicate database

• Optional client-facing deal page with simplified statuses, shared proposals, estimates, and documents, while internal stages, win probability, and comments stay hidden

What you can customize

• Stage names, colors, order, and each stage's default win probability

• Which company custom fields appear on a deal

• Views — add, rename, duplicate, or remove kanban, table, and chart tabs, each with saved filters

• Where new deals start, and who owns them

• Branding is automatic — the app picks up your workspace's theme and fonts