Board or list, same data
See the pipeline as a Kanban board or as a table. In Companies and Deals you build and save your own table views.
Every deal up to date, without anyone updating it.
Deals is HomieDesk's pipeline: every deal gathers its emails, meetings, tasks and notes, as a board or a list. You define the stages and the agents understand what each one means.
Deals
Import / Export Add DealAsk Homie
All deals Filter
TableKanban
Deal
Win probability
Stage
Signals
ALOutbound programLucía Méndez · Altamar Logística
62%
Proposal
Replied to email2 clicks
FPLinkedIn contentDaniel Rojas · Fintek Pagos
55%
Meeting
Meeting at 3 PM
CVGrowth campaignSofía Castro · Clínica Vértice
38%55%
First contactMeeting
Opened 2×Replied to email
TÁFunnel redesignCamila León · Torre Ámbar
47%
Meeting
Opened 3×1 click
GAOutbound for 2027Andrés Pardo · Grupo Andino
74%
Negotiation
Due soon
GCKey account strategyRicardo Vela · Grupo Cima
81%
Negotiation
Replied to email
NLContent retainerMateo Silva · Nexo Living
31%
First contact
Opened email
BSWebsite and SEONatalia Ruiz · Brava Seguros
45%
Proposal
Opened 4×1 click
RESales auditJulián Gómez · Ruta Express
22%
First contact
Stalled 9d
KLApp launchFelipe Mora · Kanto Labs
0%
Lost
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How it works
You define your stages
Name them the way your team talks and give each one its meaning, like “proposal sent”. If you rename a stage later, the agents still understand it.
Everything lands on its deal
Every email, meeting and task ties itself to the right deal. Nobody has to copy anything.
The Pipeline Management Agent follows up
It reviews every deal every day, writes the follow-ups and suggests the next step. You decide with one click.
In detail
The deal page
A timeline with every email, meeting, task and note on the deal. Private notes are only visible to whoever wrote them.
LMLucía MéndezAltamar Logística
Daniel RojasFintek Pagos
SCSofía CastroClínica Vértice
Tasks that write themselves
Follow-ups land on your list and cancel themselves if the client already replied.
Send cases to Altamar
Follow up with Nexo Living
Call Torre ÁmbarAlready replied
What we know about each company
The company page gathers what we know about it, every fact with its source and date.
Opened a distribution center in Querétaro.
altamar.mx/noticias
Hiring two B2B account executives.
altamar.mx/empleos
What it doesn't do yet
- ×Customizable table views are available in Companies and Deals; not in People yet.
Questions about Deals
What is a deal in HomieDesk?
It's an open opportunity with a company or a person. It gathers its emails, meetings, tasks and notes, and moves through the stages of your pipeline.
Can I change the pipeline stages?
Yes. Name them however you like and give each one its meaning. The agents go by the meaning, not the name, so renaming a stage doesn't confuse them.
Does the agent move deals on its own?
Only in Automatic mode. In Hybrid, the mode it starts in, it suggests the move and you approve it. Winning or losing a deal is always a person's call.
Is there a Kanban view?
Yes. The pipeline shows as a Kanban board or as a list, with the same data in both.
Who can see the notes on a deal?
Regular notes are visible to your team. Private notes are only visible to whoever wrote them.