Deal board and alerts
Put active deals at the top.
The board orders your deals by recent reader activity. You get an alert when a reader opens a link.
Free for one seat. Readers never pay.
Board
Deals by stage and activity.
Each column is a stage. In a column, the deal with the most recent reader comes first.
- Drag a deal to another stage.
- A deal that someone reads now carries a Reading now mark.
- Filter the board on your own deals or on views this week.
Alerts
An alert for each open.
Phase sends you an email when a reader opens your link. You can send the same alerts to a Slack channel.
- A daily digest lists the activity of the day.
- You get an alert for a forwarded link, a question and an access request.
- Each person sets their own alerts.
People
A page per person.
The person page lists every visit of one reader across your pitches.
- Add notes to a person.
- Set a reminder for the next contact.
- Search finds deals, pitches and people.
PlannedHubSpot, Pipedrive and Salesforce sync come to the Team plan.
Stages you name
Edit the stages to match your own sales steps.
Slack in one step
Paste a Slack webhook address in the settings.
A view for the team
On Team, every member sees the board of the workspace.
Your questions answered
Is the board a CRM?
No. The board shows deals and their reader activity. It has no forecast and no revenue reports.
Can I use Phase with my CRM?
CRM sync is planned for the Team plan. Today you set stages by hand.
Can I switch alerts off?
Yes. Each person switches each kind of alert on or off.
Send your first tracked link today
Free for one seat. New workspaces get 14 days of the Team plan without a card.