Sales Pipeline
A drag-and-drop board of your open deals, with stage, value and next step visible at a glance. Free on every plan.
The problem it solves
You cannot say out loud how many live deals you have, what they are worth, or which one you dropped.
What it needs from you
Nothing. It is available on every plan and works as soon as you open it.
Where to find it
Pipeline, at /app/crm/pipeline once you are signed in.
How to use it
- 1
Open the Pipeline and add your open deals with a value and a stage.
- 2
Link each deal to the contact and company it belongs to.
- 3
Drag a card between stages as reality changes — the board is the record, not a report you write later.
- 4
Write the next step on every card, so nothing sits still because nobody knew whose turn it was.
- 5
Scan the board weekly and close what is genuinely dead.
Try it yourself
Create an account to open Sales Pipeline, or check which plan it falls under first.