A sales pipeline visualizes your deals organized by stage (like "Lead," "Qualified," "Proposal," "Negotiation," "Closed"). Each deal moves through stages as it progresses, giving you clear visibility into where every opportunity stands in your sales process.

Yes! Create pipeline stages that match your exact sales process. Name them however you want, set probability percentages for forecasting, and add as many or as few stages as your process requires.

Simply click a deal card and drag it to a new stage. The system updates the deal status, logs the change in your CRM, and recalculates pipeline forecasts automatically—no forms or extra clicks required.

Absolutely. Create separate pipelines for different product lines, service offerings, or sales teams. Each pipeline can have its own stages, values, and forecasting rules while all living in the same system.

Track win rates, average deal size, sales velocity (time to close), conversion rates between stages, revenue by source, team performance, and more. Filter by date range, team member, or pipeline type.

Yes! Your entire team sees the same real-time pipeline view. Assign deals to specific team members, set ownership rules, and track who's responsible for moving each opportunity forward.

Won deals move to a "Closed Won" stage, automatically creating invoices or triggering onboarding workflows. Lost deals move to "Closed Lost" with required loss reasons that inform future strategy. Both update your CRM and forecasts.

Pipeline activity automatically updates contact records in your CRM. Moving a deal to "Proposal Sent" creates a task for follow-up. Closing a deal triggers welcome sequences. All pipeline data syncs with contact history, giving complete visibility.