See every deal, at every stage
Build pipelines that match how you actually sell — counselling stages for education, site visits for real estate, document stages for loans — and move deals forward with drag and drop.
Sales Pipeline & Deals features
Kanban pipeline board
Drag deals between stages and see the whole pipeline at a glance.
Multiple pipelines
Run separate pipelines for different products, teams or services, each with its own stages.
Deal value & currency
Track deal amounts and won dates for accurate revenue reporting.
Stage-based automation
Send a WhatsApp message, notify a manager or report a conversion to Meta when a deal changes stage.
Up and running in 3 steps
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1
Design your stages
Start from an industry template or define your own stages.
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2
Move deals forward
Drag deals across the board as conversations progress.
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3
Measure and improve
Find where deals stall and which sources produce won deals.
Sales Pipeline & Deals — frequently asked questions
Works great with
Lead Management
Capture, de-duplicate, score, assign and follow up every lead in one CRM. Leads from ads, forms, WhatsApp and calls land in a single list.
Learn moreAnalytics & Reports
Real-time dashboards for lead volume, conversion rates, source performance and agent productivity.
Learn moreMeta Conversions API & Conversion Events
Send CRM stages like qualified, visit, booked and won back to Meta via the Conversions API so your ads optimise for real customers. Data is hashed.
Learn more