Pipeline
A sales pipeline built into your outreach
A positive reply is the start of a deal, not the end of a campaign. Open an opportunity with a value and a stage — by hand or automatically from an interested reply — and work it across a board, so you know what your outreach is actually worth.
- board of stages
- Drag & drop
- from interested replies
- Auto
- custom stages
- Per workspace
- open value by stage
- Forecast
Overview
Where your replies turn into revenue
Most outreach tools stop at the reply. You get a conversation in the inbox, and then the deal lives in a spreadsheet or a separate CRM that nobody updates. The link between “we sent 4,000 messages” and “we closed $60,000” goes missing.
The pipeline closes that gap. Every promising reply becomes an opportunity with a name, a value, a currency and a stage, attached to the lead and the campaign it came from. You move it across a board as the deal progresses, and the forecast adds it all up — so you can see which campaigns, channels and lists actually produce pipeline, not just opens.
The board
Drag opportunities across your own stages
Opportunities sit on a kanban board, one column per stage. Drag a card from Qualified to Meeting booked to Proposal to Won, and the per-column totals update as you go. Each card shows the lead, the deal value and where it came from, so the whole team reads the board the same way.
Stages are set per workspace, so the board matches how you sell. Rename them, add your own, and mark each one as open, won or lost — the forecast and the win/loss numbers follow those kinds, not a fixed template.
- One column per stage
- Drag to move a deal
- Custom stages per workspace
- Open / won / lost kinds
- Live value per column
Automatic
Opportunities that open themselves
Turn on one campaign setting and every reply categorised interested or meeting request opens an opportunity automatically, with the lead, the campaign and a default value already filled in. Your reps never have to remember to log the good ones.
Prefer to curate? Leave it off and open opportunities by hand from the unified inbox or a lead’s page in one click. Either way the deal stays linked to the conversation, so you can jump from a card straight back to the thread.
- Auto-open from interested replies
- Lead and campaign attached
- Or open by hand from the inbox
- One click back to the conversation
Forecast
Know what your pipeline is worth
The summary adds up open value by stage, deals won this month and a weighted forecast across everything still open, so a glance tells you whether this quarter is on track. Won and lost opportunities are tracked separately, which keeps your conversion honest.
Because opportunities carry the campaign and list they came from, your analytics can finally answer the question that matters: not which subject line got the most opens, but which campaign generated the most pipeline and revenue.
- Open value by stage
- Won this month
- Weighted forecast
- Revenue attributed to campaigns
How it works
Sales pipeline CRM: how it works in four steps
- 1
Set your stages
Keep the defaults or rename and reorder them to match how your team sells.
- 2
Open opportunities
Automatically from interested replies, or by hand from the inbox and lead pages.
- 3
Work the board
Drag deals across stages; values and totals update as they move.
- 4
Forecast and report
Watch open value, wins and the weighted forecast, attributed back to campaigns.
Who it’s for
Sales pipeline CRM: who it’s for
Founders
See the real money behind your outreach without paying for and syncing a separate CRM.
SDR teams
Hand qualified opportunities to AEs with the whole conversation and source attached.
Agencies
Show each client a clean pipeline of the opportunities your campaigns created for them.
FAQ
Sales pipeline CRM: questions and answers
Something else on your mind? Get started and try it on your own accounts.
Is this a full CRM?
It is a lightweight sales pipeline — opportunities with a value, currency and stage, on a board, attached to the lead and campaign. For deep CRM workflows you can also sync to HubSpot, Salesforce, Pipedrive or GoHighLevel.
Can opportunities be created automatically?
Yes. A campaign setting opens an opportunity for every reply categorised interested or meeting request.
Can I change the stages?
Yes. Stages are per workspace — rename, reorder and add your own, each marked open, won or lost.
Does it attribute revenue to campaigns?
Yes. Each opportunity keeps the lead and campaign it came from, so analytics can report pipeline and revenue per campaign.
Can I push deals to my CRM?
Yes. With the CRM integration, opportunities sync as deals and move stages in HubSpot, Salesforce, Pipedrive or GoHighLevel.
Platform
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Every plan includes all of them.
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