Track every customer, deal, and dollar in one place

One record for every customer, not a spreadsheet

Search and sort your customer list by name or when it was added. Add contacts underneath each customer with a role, email, phone, and any other way to reach them, and mark one as the primary contact.

Every contact method is clickable, so calling or emailing someone takes one click instead of a copy and paste.

See exactly where every deal stands

Move deals through a Kanban board with stages you configure, the same board your team already uses for project work. Each card shows the deal's title, amount, customer, and assignee at a glance.

If a stage needs sign-off before a deal can move, Slateo blocks the drag and shows exactly what approval is missing instead of letting it fail silently.

Know your pipeline, not just guess at it

A dedicated dashboard shows total deals open, won, and lost, your win rate and average deal cycle time, and open pipeline value broken down by stage.

See what's closing in the next two weeks and which open deals carry the most value, so you know where to focus.

Every call, email, and meeting in one timeline

Log calls, emails, meetings, and notes against a customer or a deal, each with a subject, content, and when it happened. The same timeline shows up on both, so context never gets stuck in one place.