Unlimited Sales Pipelines Built to Track Every Deal
Move leads from initial inquiry to final invoice without dropping the ball. See where every prospect stands in your sales cycle, assign deal values, and automate follow-ups at every stage.
Complete Visibility Into Your Active Sales Opportunities
When prospective clients request quotes, keeping track of follow-ups on sticky notes or spread across email threads leads to lost revenue. Visual deal tracking organizes every active lead into a clear dashboard so your team instantly knows who needs a call today.
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Stage Name
Colored dot
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Pipeline stages (4)
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Opportunities
Opportunities
Pipelines
+ Add opportunity
Sales Pipeline ▾
18 opportunities
New Lead6
Contacted4
No Answer3
Closed Won3
Closed Lost2
Custom Drag-and-Drop Stages Built Around Your Process
Build custom pipeline stages to reflect how you actually sell — whether that’s Quote Requested, Inspection Scheduled, Proposal Sent, or Contract Signed. Move deals forward with a drag and drop, updating lead status across your entire team in real time.
Automated Stage Triggers and Revenue Forecasting
Trigger automatic actions the second a deal moves to a new column. Send contract reminders when a lead hits “Proposal Sent,” alert your office staff when a job is marked “Won,” and track expected revenue across every stage of your pipeline.
Opportunities
Contacts
Conversations
Opportunities382
1 Apr8 Apr15 Apr22 Apr
Opportunities by Status
Open 105
Lost 78
Abandoned 75
Won 45
Opportunities
382
Won
44
Open
105
Lost
74
Abandoned
76
Total Value
$1.60M
Amount Won
$1.50M
Amount Lost
$756K
Amount Open
$697K
Abandoned
$718K
Pipeline Features
Everything you need to track and close deals.
| Feature | What You Get |
|---|---|
| Kanban board view | Drag-and-drop cards between custom stages |
| List view | Sort, filter, search, and export opportunities |
| Custom stages | Name each stage to match your sales process |
| Deal values | Assign monetary values for revenue forecasting |
| Multiple pipelines | Separate pipelines for different services |
| Opportunity cards | Display up to 7 custom fields per card |
| Stage-change automations | Trigger emails, tasks, or notifications on move |
| Stale opportunity alerts | Flag deals that haven’t moved |
| Pipeline dashboard | Conversion rates, funnel progression, distribution |
| Auto-created opportunities | Form fills and bookings create pipeline entries |
| See Pricing |
Standalone pipeline tools cost $300–$600/yr. Yours is included.
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