Content Nexa

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.