Why it matters
When stages are fuzzy, deals stall quietly.
In an agency or high-ticket service business, a proposal can sit for two weeks because nobody owns the follow-up. One person calls it “negotiation”, another calls it “waiting”.
A shared pipeline defines each stage, shows who owns each deal and what happens next, so the whole team reads the board the same way.
Interface and key controls
See the details that keep work moving.
Select a deal, then move it with the buttons. Moving a deal to Won needs a manager’s approval, and every move is added to the history.
History
No stage changes yet today.How sales pipeline works
A clearer way to work.
Step 1 of 5
Add opportunity
Create a deal from a qualified lead, with the client and the work in one place.
Business scenario
A practical day in the business.
Northbeam Creative in Chicago, IL sells websites, brand work and retainers. Two account leads share one pipeline; sales manager Gregory Hale reviews it every Monday.
- Mon 9:00 AM — Gregory filters by Proposal: Lakeshore Dental has had no next task for 6 days.
- 9:10 AM — Nathan Cole sets “Review proposal with client · Oct 17”.
- Thu 3:40 PM — Midway Auto Group signs. Erica Vaughn moves it to Won; it waits for approval.
- 4:05 PM — Gregory approves. The move, approver and time are saved in the deal history.
Business scenarios and exceptions
Designed for real-world exceptions.
Deals can be moved by drag and drop or with keyboard-friendly buttons. Some moves need permission, and every change is kept in an auditable history.
Can managers customize stages?
Yes. Admins can rename, add or reorder stages and choose which moves need approval.
Can deals be moved without dragging?
Yes. Every card can be moved with buttons or the keyboard, not only by drag and drop.
How is pipeline value calculated?
Each stage shows the total of the deal amounts in it. Won and Lost deals are kept separate from open pipeline.
Who should use sales pipeline?
Agencies, consultancies and high-ticket service companies where deals take several steps and more than one person sells.
Is there a record of who changed what?
Yes. Each deal keeps a history of stage moves, approvals, amount changes and owners, with dates and times.
Know where every deal stands.
Start a 14-day free trial or book a demo to set up your sales pipeline.