Welcome to SalesHub
Your sales command center
Run every deal in one connected workspace.
SalesHub brings deal management, collaborative pipelines, reporting, and calendar access together so revenue teams can focus on selling while leadership keeps a clear line of sight.
Discovery → Success
Rep leaderboard
FieldHub friendly
Weighted pipeline
$4.2M
Forecast confidence +9% week over week.
Deals this month
58 open
Meetings booked
34 scheduled
Deal management
Bring every deal into one clear motion.
Unlock deals, pipelines, and collaboration so the entire team knows what to do next.
Pipeline unlocks
Work every deal from lead to close with shared visibility, weighted values, and custom fields that mirror your process.
Live collaboration
Loop in account execs, SDRs, and leadership with shared notes, mentions, and updates that keep momentum up.
Linked context
Deals stay connected to accounts, contacts, Dev tasks, and Field ops so handoffs never lose detail.
Boards + lists
Interactive stages built for modern pipelines.
Switch between board and list layouts, make on-the-fly updates, and complete tickets faster than ever.
Discovery → Success stages
Add or reorder stages like Discovery, Demo, Onboarding, Success, and Support without engineers.
Board + list control
Drag cards, update columns, or switch to list mode for bulk edits and quick ticket completion.
On-the-fly adds
Create stages or deals inline so the pipeline reflects reality the moment things change.
Reporting
Know the score without digging through spreadsheets.
Dashboards, performance insights, and rep leaderboards in one view.
Performance snapshots
Track conversion rates, win velocity, and weighted forecasts with dashboards leaders can trust.
Rep leaderboard
Celebrate top performers and coach the rest with leaderboards and trend lines.
Activity health
See calls, meetings, and tasks by rep or deal to prevent stalled opportunities.
FieldHub integration
Sales + Field operations moving together.
Connect SalesHub and FieldHub for a holistic view of deals, operations, and calendars.
FieldHub sync
Send closed-won work straight into FieldHub so field teams stay in lockstep with sales.
Shared calendar
Meetings, tasks, and ops share the same calendar, making scheduling simple for every team.
Unified records
Contacts, accounts, and deals live in one workspace, so ops and delivery always have sales context.
Shared calendar
09:00
Discovery call — Ridge Farms
11:15
Field handoff — Demo site
15:00
Renewal prep
See deals, ops, and tasks in the same agenda so every team shows up prepared.
Mobile ready
Manage the pipeline from any device.
SalesHub goes wherever your team sells.
Responsive workspace
Boards, lists, and dashboards adjust to phones and tablets for on-the-go updates.
Quick actions
Add notes, change stages, or log activities with a couple of taps.
Focus modes
Filter by rep, segment, or priority so field sellers see only what matters on-site.
Unlock SalesHub
A modern sales management solution for growing teams.
Activate SalesHub to manage deals, boards, reporting, and connected calendars in a single workspace. Pair it with FieldHub for end-to-end visibility from pipeline to delivery.
Next steps
Invite your sales leaders, connect your first pipeline, and tap into the reports and calendars that keep revenue on track.