Deals and pipelines
See where every deal stands
Move deals through stages you define, keep every call and email with the deal, and invoice the customer the moment it's won.
Free for up to 3 users and 500 deals. No credit card required.
What is a deal pipeline in Slateo?
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A pipeline is the set of stages a deal moves through, from first contact to won or lost. In Slateo each deal belongs to a customer, has an amount, a probability and an expected close date, and moves across a board like a task does. You can run several pipelines, such as new sales, renewals and partnerships.
The deal
Everything about a deal on one page
Amount and currency, probability, expected close date, customer, contact, source, priority and owner, plus your own fields. Calls, emails, meetings and notes sit next to it, and they show on the customer's record too.
Dashboard
Know your pipeline, don't guess
See how many deals are open, won and lost, your win rate and average time to close, and the value of your open pipeline by stage. A closing-soon list shows where to focus this week.
Pipelines
A pipeline for each kind of deal
Run new sales, renewals and partnerships as separate pipelines, each with its own stages. Require approval before a deal enters a stage, like a manager signing off on a discount before Proposal.
Also in deals
Invoice from the deal
Start an invoice right from a won deal, and see what's still due.
Reminders
Set a follow-up on a deal and assign it to someone, so nothing goes quiet.
Won and lost
Close a deal as won or lost, and record why it was lost.
Custom fields
Track seats, contract value, lead source or anything else your team needs.
Included on every plan
Free includes 1 pipeline and 500 deals. Pro allows 5 pipelines and 2,500 deals, and Growth has no limit.
Questions
Can I have more than one sales pipeline?
Yes. Free includes one pipeline, Pro allows five, and Growth and Enterprise have no limit. Each pipeline has its own stages.
What does the deals dashboard show?
Total, open, won and lost deals, your win rate, average deal cycle, open pipeline value, the pipeline by stage, and deals closing soon. You can view all pipelines together or one at a time.
Can a deal need approval before it moves on?
Yes. Set required approvers on a stage, and a deal can't enter it until they approve. People whose role allows it can bypass an approval, and Slateo records who did.
Can I invoice a customer from a deal?
Yes. Create an invoice from the deal's page, and the deal shows each invoice with its amount and balance due.
How do deals connect to customers?
Every deal belongs to a customer and can name a contact. The deal's calls, emails, meetings and notes also appear on the customer's timeline.
Give your pipeline a real home.
Add your first deal in minutes. No credit card required.