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Three ways. On the board, long-press a card and choose Move to stage. On the deal itself, tap any segment of the stage rail near the top. Or open the actions menu (⋯) in the top right. Clinch deliberately does not use drag-and-drop on the board — dragging a card while walking is exactly the kind of friction that stops people updating a CRM at all.

It means the deal has no scheduled, uncompleted activity attached to it. Every guide to pipeline management lands on the same instruction — make sure every deal has a next step — because a deal nobody has planned to touch is the one that quietly dies. Clinch treats it as a permanent, visible state rather than a report you have to remember to run: it is badged on the card, counted on Today, and listed under Needs attention with a schedule button on every row.

It has been sitting in its current stage longer than that stage allows. Each stage has its own limit — 14 days for Prospect, 21 for Discovery, 7 for Closing by default. Change or disable it in Settings → Pipelines and stages → tap a stage; setting the day count to 0 turns the check off for that stage.

Open the activity sheet from anywhere and switch the toggle at the top from Schedule to Log it. Pick the type, tap Log. The subject is optional — leave it blank and Clinch just calls it a call.

A lead is a business card from a conference: a name, maybe a company, no stage and no probability. It sits in Settings → Leads and never appears in a forecast. When it becomes real, swipe right to convert it — Clinch creates the deal, the company and the person, reusing any that already match by name so you don't end up with three copies of the same company.

Every open deal's value multiplied by its stage probability, added up. It is the honest number to plan from; the raw open-pipeline total is always the optimistic one.

(number of open deals × average deal size × win rate) ÷ average cycle length in days. That gives expected revenue per day, which Clinch shows as a 30-day figure. All four inputs are listed underneath, so when the number moves you can tell which one moved it. It stays blank until you have closed deals to measure a win rate and a cycle length from — inventing zeros there would print a confidently wrong forecast.

Because conversion is measured from the furthest stage each deal ever reached, not from where it sits now. Deals get pushed backwards, and deals close. If the funnel only counted current position, a stage would report 100% conversion simply because everything eventually left it — including the deals that died there.

Because "nothing has closed yet" and "your win rate is 0%" are completely different messages, and printing the second when you mean the first is how a report starts lying. Anywhere Clinch has no data, it says so.

Clinch will not tell you, on purpose. Published win rates run roughly 40–50% for transactional selling, 20–30% for consultative B2B and 10–20% for enterprise, so any fixed "good" number would be wrong for most people. The only comparison offered is against your own previous period.

Yes. Export a CSV from either and use Settings → Import and export → Import deals. Column names are matched loosely and case-insensitively — "Deal Title", "Deal name", "Title" and "Name" all work, as do "Organization", "Company" and "Account". Amounts parse from $12,500.00, 1.234,56, (1,200) and 1.2k. Rows that cannot be read are skipped and listed, rather than failing the whole file.

Settings → Import and export. Deals, people, companies and activities each export as standard CSV that opens in Numbers or Excel. Do this periodically if the data matters — see the next question for why.

No, and this is worth being blunt about. Clinch has no server and we never receive your data, so there is nothing on our side to restore from. If you delete a deal, delete the app, or lose your device without iCloud sync on, that data is gone. Keep your own CSV exports.

No. Clinch works completely without an account. Sign in with Apple is optional and only gives the app your name to display — it does not move any data anywhere.

Settings → iCloud → Sync with iCloud. Your data is copied to the private iCloud database of the Apple Account signed in on the device, so it appears on your other devices signed in to the same account. Nobody else can see it, including us.

Sync is bound when the app builds its database, so the switch takes effect the next time you open Clinch — quit it from the app switcher and reopen. If it still does not sync, check that iCloud shows Available on that same Settings screen; if it says "Not signed in", sign in to iCloud in iOS Settings first.

Only your name is removed. Every deal, contact and activity stays exactly where it is. Signing out is an identity action, not a destructive one.

Because you had nothing to be reminded about yet. Clinch asks the first time you actually schedule an activity — a permission prompt in front of an app that has not yet earned one is the fastest way to a permanent "Don't Allow".

One notification summarising how many deals need attention, rather than an alert per deal. Seven separate alerts on a Monday morning is noise; "6 deals need a next step" is a reason to open the app. Turn it off in Settings → Notifications.

Widgets refresh on a schedule iOS controls, and Clinch also refreshes them when you leave the app. Open Clinch and return to the Home Screen to force an update.