Multiple configurable pipelines, kanban board, weighted forecasting, and PDF quotes and invoices.
Your pipeline, your way.
Create as many sales pipelines as your business needs - one for new business, one for renewals, one for partnerships. Each pipeline has its own stages, colours, and custom fields. Drag deals between stages on the kanban board, or switch to list view for bulk management.
Analytics dashboard.
See your sales performance at a glance: funnel conversion by stage, revenue trends over time, lapsed opportunities that need attention, won and lost this month, and pipeline breakdown by user. Filter by team member or date range to drill into the numbers.
Quotes and invoices in seconds.
Add line items to any deal - products or services with quantity, pricing, discounts (fixed or percentage), and VAT. Generate a branded PDF quote or invoice with one click. Your company details, logo, registration number, and terms are pulled from your invoice settings.
Custom fields per pipeline.
Each pipeline can have its own set of custom fields so your new business pipeline tracks different data than your renewals pipeline. Required fields ensure your team captures what matters at each stage.
Weighted forecasting.
Every deal has a value and a likelihood percentage. Clockwork calculates your weighted pipeline automatically so you can see not just what's in the funnel, but what's likely to land.
Recurring revenue.
Mark deals as recurring - weekly, monthly, quarterly, bi-annually, or annually. Track start and end dates for recurring revenue. Useful for subscriptions, retainers, or any deal that repeats.
Linked to your contacts.
Every deal connects to the people and companies involved. The full context is visible on the deal record and on each contact's timeline so everyone sees the same picture.
Advanced search & export.
Search across any field with operators like equals, contains, greater than, and between. Save filters for quick access. Export results to CSV or Excel. Clone deals to save time on similar opportunities.
Automation triggers.
Over 15 trigger points: deal created, updated, deleted, comment added, tag changed, contact linked, team member assigned, and more. Build automations that send notifications, update fields, or fire webhooks whenever your pipeline changes.
Full access for 14-days, get started today.
No credit card required.