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.
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.
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.
Up and running in three steps
Shape your pipeline
Pick Opportunities, Contacts, and Leads or build a custom object, then define the stages your deals move through.
Work the board
Drag deals between stages, edit records inline, and use filters to focus on what needs a touch today.
Save views and export
Save custom views for each rep and stage, then export the numbers your team reviews every week.
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.


