CRM Pipeline
A visual sales pipeline with stages, tasks, follow-ups and reporting.
What it does
CRM Pipeline Pro ships with an 8-stage default pipeline and full Kanban management, tied to Lead Centre and Bookings.
Key benefits
Kanban stages
Drag deals between stages with clear win/loss reasons.
Tasks + follow-ups
Never lose a next step.
Sales reporting
Conversion, velocity and forecast.
Who it helps
- Small businesses building a brand foundation
- Creators publishing across platforms
- Agencies managing multiple client workspaces
How it connects
Lead CentreBookingsReportsAction Centre
FAQs
- A visual sales pipeline with stages, tasks, follow-ups and reporting.

