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Name your pipeline
Agency, partnerships, renewals, outbound, support. Whatever fits how your business works.
Run inbound, outbound, partnerships, and renewals as separate pipelines. Different stages, different teams, one CRM. Up to 10 pipelines per workspace.
Agency, partnerships, renewals, outbound, support. Whatever fits how your business works.
Build the stages you actually use. Different pipelines can have totally different flows.
Send each lead source to the right pipeline automatically. No cross-contamination.
Web Design, Branding, Digital Marketing. Each runs in its own pipeline with the stages that fit the service.
One pipeline for buyer leads, another for property listings. Different stages, different agents, same CRM.
New business runs on the AE pipeline. Existing customers up for renewal sit in a separate flow with CSMs.
Partner pipeline has its own stages: intro, MOU, signed. Doesn't pollute your sales forecast.
We tried forcing everything through one pipeline. Outbound, inbound, renewals, partnerships, all jumbled. Multiple pipelines fixed our forecasting overnight.
Free for 3 users. Build your first pipeline today. Add more whenever you need them.