See every deal at a glance
The pipeline is a visual board that shows where every potential and active client stands in your sales process. It works like a kanban board: columns represent stages, and cards represent deals. Drag a card from one stage to the next as a lead becomes a booking.
What you can do
- Define custom stages that match your workflow, such as Inquiry, Consultation, Proposal Sent, Contract Signed, Booked, and Completed
- Drag and drop deals between stages as they progress, keeping your board current with a single gesture
- Assign deal values to each opportunity so you can see your projected revenue at every stage
- Track conversion rates to understand how many inquiries turn into bookings and where leads tend to drop off
- Filter and sort by session type, date range, or deal value to focus on what matters right now
Why it matters
Without a pipeline, leads slip through the cracks. Someone inquires on a Monday, you mean to follow up on Wednesday, and by Friday you've forgotten entirely. The pipeline makes your sales process visible so nothing gets lost. You can open it each morning and immediately know who needs attention.
How it connects to everything else
Pipeline deals are linked to client records in your CRM. When a deal moves to the "Booked" stage, you can trigger a workflow that sends a contract and invoice automatically. The deal value feeds into your dashboard reporting, giving you a forecast of upcoming revenue.
Think of the pipeline as your command center for new business. The CRM stores the relationship. The pipeline tracks the opportunity. Together, they keep your business growing without anything falling through the cracks.