Track opportunities without pretending you need a full CRM.
Use cards as opportunities, columns as stages and custom fields for deal value, dates and other details your process needs.
Build the sales stages that match your actual process.
Use columns for the steps your team follows, from new inquiry to proposal, follow-up and closed work. You are not forced into a predefined sales workflow.
Learn morePut real opportunity data directly on the card.
Custom fields can store currency, numbers, dates, dropdowns, checkboxes, links and text. Track deal value, next follow-up date or any other structured information your team needs.
Learn moreMake follow-up harder to forget.
Use due dates, reminders and automation rules to surface the next action. The board becomes more useful than a spreadsheet because it can actively remind the team.
Learn moreKnow when you actually need a CRM instead.
RocketCollab is a flexible pipeline board, not a full CRM. It does not currently have dedicated contact records, win probability, sales activity logs or cross-deal CRM reporting.
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