Sales pipeline software to close deals faster
LEDGRR's pipeline gives you a visual board for every deal stage—drag and drop opportunities, track progress, and forecast revenue without leaving the platform.
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Pipeline
Sales Management
Every deal, one pipeline, full visibility.
Visual pipeline boards
Drag-and-drop deals across customizable stages so you always know where every opportunity stands.
Lead tracking
Capture leads from forms, emails and imports—then qualify and route them into the right pipeline stage instantly.
Automated stage actions
Trigger follow-up emails, task assignments and document requests automatically when a deal moves to a new stage.
Quotes & proposals
Send quotes and proposals straight from a deal card, pre-filled with client data and ready for e-signature.
Revenue forecasting
See projected revenue by stage, owner and close date so you can plan resources and hit your targets.
Won-deal handoff
When a deal is won, automatically create a project, contract and invoice—no manual data re-entry required.
Move every deal forward with a pipeline that works for you.
Customizable pipeline stages
Tailor every stage to match your sales process—from first contact to closed-won—so your team always knows the next step for each deal.
Drag-and-drop deal management
Move deals between stages with a simple drag and drop. Update values, assign owners and add notes without opening a separate screen.
Close faster with built-in quotinging
Generate professional quotes and proposals directly from a deal card. Track opens, comments and approvals so you can follow up at the right moment.
Forecast revenue with confidence
Roll up deal values by stage, owner and close date to see exactly what's in the pipeline and what's likely to close this quarter.
Automate follow-ups and reminders
Set stage-based automations that send emails, create tasks and notify team members so no deal slips through the cracks.
From won deal to project in one click
When a deal is marked won, LEDGRR automatically creates a project, generates contracts and sends the first invoice—so you start delivery without re-keying data.
James, Sales Lead
I used to lose track of where deals were. With LEDGRR's pipeline board I can see every stage at a glance. My close rate went up because nothing falls through the cracks.
10,000+
Services firms trust LEDGRR
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Keep exploring LEDGRR's features
Time tracking
Keep track of the hours you work every day, on every project and on every device. Add notes and mark the task completed with each new entry.
Task management
Use simple task lists and create task templates on your projects to see what needs to be done. Set due dates and get email reminders.
Get started in 30 seconds.
Visualize your sales process, close more deals and hand off won opportunities without leaving the platform.