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For revenue teams

Every deal, every contact, in one moving pipeline

Corteksa gives revenue teams a live view of every opportunity. Drag deals through stages on a Kanban board, edit records inline, and filter your data down to exactly what needs attention.

Corteksa
0Deals lost to a forgotten spreadsheet
<30sTo move a deal stage and update the whole table
100%Of your pipeline visible in a single view

See your pipeline three ways

The same records, the right view for the job. Drag on the board, edit in the table, dig in on the drawer.

Pipeline board
Lead2
Marina 2BR$320k
Omar K.MA
Downtown studio$180k
WebDS
Viewing1
Villa 7$1.2M
Dana S.V7
Closed1
Unit 1203$540k
Maya F.U1
Capabilities

Everything you need, in one place

Dynamic CRM objects

Track Opportunities, Contacts, and Leads out of the box, or model any custom object your sales motion actually needs.

Drag-and-drop stages

Move deals between stages on the Kanban board and the record's stage updates instantly across every view.

Inline editing

Update an amount, owner, or close date straight from the table row, no extra screens or save buttons.

Advanced filters & search

Narrow thousands of records to the deals that matter, then save the result as a view you reuse every day.

Bulk actions

Reassign an owner, change a stage, or update a field across hundreds of records in a single action.

Import & export

Bring your existing pipeline in from a spreadsheet and pull clean data back out whenever finance asks.

How it works

Up and running in three steps

1

Shape your pipeline

Pick Opportunities, Contacts, and Leads or build a custom object, then define the stages your deals move through.

2

Work the board

Drag deals between stages, edit records inline, and use filters to focus on what needs a touch today.

3

Save views and export

Save custom views for each rep and stage, then export the numbers your team reviews every week.

FAQ

Frequently asked questions

Yes. The CRM is built on dynamic objects, so alongside Opportunities, Contacts, and Leads you can create custom objects with the fields your process needs.

It does. The board is grouped by your stage field, so dragging a card to a new column updates that record's stage everywhere, including the table and any saved views.

Import your records from a spreadsheet to populate the pipeline, and export any view back out at any time when you need the data elsewhere.

Yes. Apply advanced filters and save them as custom views, so each rep, region, or stage gets its own focused look at the same data.

Put your whole pipeline in one place

Move every deal forward on a board your team will actually keep up to date. See Corteksa with your own pipeline.

Corteksa
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