CRM Pipeline
Visualize your sales process from lead to close.
A drag-and-drop kanban board that lets you see every deal at every stage. Customize stages, set automations, and track revenue forecasts in real time.
CRM Pipeline Screenshot
How It Works
Get started in a few simple steps.
Define Stages
Create custom pipeline stages that match your sales process. Qualification, proposal, negotiation, closed.
Drag & Drop Deals
Move deals between stages with a single drag. Update value, close date, and assigned rep inline.
Automate Actions
Trigger emails, tasks, and notifications when deals enter specific stages. Zero manual work.
Track Performance
Pipeline velocity, conversion rates, and revenue forecasts update in real time.
Key Benefits
See your entire sales process at a glance with visual kanban boards
Customizable stages adapt to any industry or sales methodology
Automated stage transitions eliminate repetitive manual updates
Real-time revenue forecasts based on deal probability and value
Team-wide visibility with per-rep and per-brand filtering
Integrated with email, forms, and website builder for end-to-end tracking