Your pipeline, always visible
A visual sales pipeline that keeps every opportunity in view. Drag deals through stages, track values and win probability, and open any deal for the full picture. When a deal closes, it becomes a project — not a copy-paste exercise.
Kanban & list view
Visual board or table — your choice
Multiple pipelines
Separate pipelines per service type
Win probability
Track likelihood on every deal
Comments & files
Full conversation on every deal
Drag deals through your pipeline
Each column is a stage in your sales process with custom win/lost flags. Drag deal cards between columns as opportunities progress — totals update in real time. Run multiple pipelines for different services or teams, and switch to list view when you need a different lens.
- Always know how much revenue sits at each stage
- Filter by stage, priority, or switch to list view
Every deal, fully tracked
Click any deal to see stage, value, probability with a progress bar, expected close date with overdue highlighting, and linked client. Keep the full context in one place with file attachments and a comment thread.
- Every field change logged automatically
- Full audit trail from creation to close
Save any view, switch in a click
Combine filters, sorting, and column visibility into named views. Filter by stage, priority, client, label, date, or value range — then save the combination for one-click access. Each team member can create personal views without affecting the shared workspace.
- Quick-switch between views from the toolbar
- Personal and shared views for the whole team
Categorize deals, track every change
Custom color-coded labels let you tag deals by type, source, or anything else — and filter or group by label across views. Every field change is logged automatically with who, what, and when, giving you a complete audit trail from creation to close.
- Tag and filter deals by label across all views
- See who changed what and when at a glance
How it works
Three steps. That's it.
No setup wizards, no onboarding calls. Just start using it.
Add a deal
Set the value, link a client and contact, pick a pipeline, and set the expected close date. Takes about 30 seconds.
Move through stages
Drag deals between columns as conversations progress. Probability, priority, and stage totals update instantly.
Win and convert
Mark a deal as won and convert it into a project or invoice directly. Client, value, and details carry over.
Why it matters
Never miss an opportunity
Every deal has a value, win probability, and close date. Column totals show exactly how much revenue sits at each stage.
Move fast
Drag deals between stages in the kanban view. Totals recalculate instantly. Overdue deals get flagged so nothing stalls quietly.
Full context on every deal
Description, file attachments, comment thread, activity log, and linked client — everything lives on the deal itself. No tab-switching.
Works with everything else
Every feature in Illusly is connected. Here's what pairs naturally.
Clients & CRM
Every deal links to a client and contact.
ExploreProposals
Send proposals to deals and track acceptance.
ExploreProjects
Convert won deals into active projects.
ExploreFAQ
Common questions
Can I have multiple pipelines?
Yes. Create separate pipelines for different services, teams, or sales processes. Each pipeline has its own stages, and you can customize the stage order.
What views are available?
Kanban board for visual tracking and list view for sorting and filtering. Both show the same deals with different layouts. Saved views let you switch between filter combinations instantly.
Can I track win probability?
Yes. Set a probability percentage on each deal. The pipeline shows weighted values per column, which is useful for forecasting revenue.
How do labels work?
Create custom color-coded labels — Enterprise, Referral, Upsell, or anything else. Apply them to deals, then filter or group by label across any view.
What happens when a deal is won?
Mark a deal as won and convert it into a project or invoice. The client, value, and context carry over so you do not need to re-enter anything.
See if it fits.
Free plan. No credit card. Takes a minute.