Used For

• +**Your deals disappear into CRM black holes and reps forget follow-ups** → Visual cards you drag between pipeline stages, impossible to ignore
• +**Sales managers have no clue what's actually happening with their team** → Real-time heat maps show which territories are hot and which reps need help
• +**You're juggling 3 different product lines in one confusing pipeline** → Separate visual pipelines for each product, bulk update hundreds of deals at once
• +Drag-and-drop deal management - move opportunities between stages without clicking through 5 screens
• +Account hierarchy graphs that actually show parent-subsidiary relationships visually

Best For

• >Your sales team keeps losing track of deals in traditional CRM spreadsheet hell
• >Managing multiple product lines that need separate pipelines
• >You want to see sales territories on actual maps instead of guessing

Not For

• -Solo entrepreneurs or tiny teams who just need basic contact management
• -Companies wanting simple setup - this needs someone who enjoys customizing dashboards and user roles
• -Budget-conscious startups - no pricing listed usually means 'if you have to ask, you can't afford it'

Pairs With

• *Office 365 (syncs your email so deal history doesn't live in separate silos)
• *Tableau (because executives want prettier charts than what any CRM provides natively)
• *DocuSign (to actually close those visual pipeline deals with e-signatures)
• *Microsoft Teams (where your team gets pinged about hot leads moving through stages)
• *Power BI (for data analysis that goes deeper than pipeline pretty pictures)

The Catch

• !No public pricing means you're stuck with sales calls and custom quotes
• !The visual approach only works if your team actually uses it - otherwise you're paying extra for fancy graphics on unused data
• !Vendor claims you'll 'master it in hours' but provides zero user testimonials or real adoption timelines

Bottom Line

For sales teams who think better in pictures than lists, but you'll pay extra for the pretty interface.