PIPELINES
Sales pipeline software your reps will actually update
A drag-and-drop board with stages you define, updating in real time for everyone looking at it.
Stages that mean something
Name your stages after your process, not a vendor's defaults, and give each one an exit criterion a new rep could apply without asking. A pipeline whose stages are moods produces a forecast that's a vibe; stages with exit tests produce arithmetic.
More than one pipeline
New business rarely looks like renewals, and inbound rarely looks like outbound. Run separate pipelines with their own stages for each motion, each with its own board, its own filters, and its own numbers.
Real-time for everyone
When a rep drags a deal, every other open board updates immediately — no refresh, no stale review meeting, no two people quoting different numbers off the same screen ten minutes apart.
Run the review from the board
Filter by owner, stage, value, or close date and run the pipeline meeting off the live board instead of a spreadsheet export. The moment a review happens outside the CRM, the CRM starts drifting from reality — and reps learn which one is real.
WORKS WITH
Deals
Every deal carries its value, stage, owner, close date, and complete history — so a review is a reading, not a negotiation.
Contacts & companies
One record per person and per company, with every call, email, note, and deal attached to it — so nobody has to ask what happened with this account.
Reporting
Pipeline value, conversion by stage, velocity, and who's actually closing — from live data, not last week's export.
Questions about pipelines
Can I customise pipeline stages?
Yes — add, rename, reorder, and remove stages on every plan. Most teams start from a six-stage template and adapt it once they've seen where deals actually stall.
Can I have different pipelines for different teams?
Yes. Create separate pipelines with their own stages for new business, renewals, or a second product line. Plan limits govern how many you can run at once; the pricing page has the numbers.
How do I stop deals rotting in a stage?
Filter the board by time-in-stage to surface deals past their dwell limit, and on Enterprise you can automate it — a workflow can flag or reassign anything sitting too long. We wrote up the full approach in our guide to pipeline stages.
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