Sales CRM
Sales Pipeline
Lead stages, revenue forecast and follow-up pressure in one board. A drag-and-drop pipeline board showing every lead's stage, value and next follow-up date, with a revenue forecast that updates as deals move.
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Who it is for
Sales managers who currently guess at pipeline health from a WhatsApp group or a weekly status call.
Part of the Leads & Sales CRM module. See plans and modules
How it works, step by step
Stages are configurable to match how your team actually sells, and overdue follow-ups surface automatically instead of relying on someone remembering to check.
- Open the pipeline board to see leads by stage.
- Drag a lead to the next stage as the deal moves.
- Check each card's value, owner and next follow-up.
- Review stuck and overdue leads with the team.
What you get
- Stage board
- Deal value
- Next follow-up
- Owner assignment
- Overdue pressure
- Forecast view
What it connects to
- Lead PipelineMove leads from new enquiry to qualified, demo, quotation and closure with owner accountability.
- Quotation ManagementGST-ready quotations with per-line GST, revisions, viewed tracking, lost reasons and Mark as Accepted.
- Reports & AnalyticsDashboards for sales, customers, products, HR, support and money, built from the work your team already logs.
- Track Client Follow-up TimingsEvery client interaction opens with useful context: lead owner, latest activity, result and next follow-up timing.
Getting set up
Pipeline stages come pre-configured for a typical sales flow; rename or reorder them from Settings to match your process.
Sales Pipeline: questions and answers
- Can I change the stage names?
- Yes. Lead stages are set in Settings, so the board matches how your team sells.
- Who can see the board?
- What a person sees follows their role and team scope. A manager sees their own team's leads.
- Which module is this part of?
- Sales Pipeline is part of Leads & Sales CRM. Modules are sold separately or in the Full CRM bundle; see the pricing page for current prices.
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