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Pipeline Management

Every stage visible.
Every deal moving.

A visual, drag-and-drop pipeline that mirrors exactly how your team works with automated stage triggers, reminders and WhatsApp follow-ups so nothing stalls.

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Pipeline Solutions

A pipeline shaped to your workflow

Pre-built stages for common workflows or fully customised for yours.

Sales Pipeline

From first contact to closed-won, with stage-by-stage tracking.

Multi-Pipeline Support

Run separate pipelines for different teams, products or regions.

Stage Automation

Trigger emails, WhatsApp messages and tasks the moment a stage changes.

Ownership & Assignment

Auto-assign deals by territory, round-robin, or workload.

Pipeline Analytics

See conversion rates, bottlenecks and velocity at every stage.

Custom Pipeline

Your exact stages, fields and automations built for you.

WhatsAppStage moved · message sent
FlowNew → in progress → won
Broadcast980 contacts reached
WhatsApp + Automation

Your pipeline speaks WhatsApp natively

Move a card, and the right WhatsApp message goes out automatically confirmations, reminders, nudges all without leaving the pipeline.

  • WhatsApp Cloud API built in no third-party patchwork
  • Stage-triggered messages & auto-replies
  • Sync with Google Sheets & your existing tools
See it live
+35%
faster stage velocity
Board & Features

Everything your team needs, in one board

  • Drag-and-drop pipeline board
  • Card-level tasks & notes
  • Follow-up & reminder automation
  • Live analytics & conversion reports
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How it works

Live in days, not quarters

01

Discovery

We map your stages, owners and goals.

02

Setup

Pipelines, fields, WhatsApp and automations configured for you.

03

Onboard

We import existing records and train your team hands-on.

04

Grow

Live dashboards and ongoing support as you scale.

Pricing

"Pipeline Management Pricing - One-Time Payment, Own It Forever

No monthly subscription. No AMC. No user limits, priced to your requirement, deployed to your own server.

Starter Build

  • No user limits
  • Single pipeline & board view
  • WhatsApp inbox
  • Email support
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Most popular

Growth Build

  • No user limits
  • Multiple pipelines & automation
  • WhatsApp API + broadcast
  • Analytics & reports
  • Priority support
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Enterprise Build

  • Deployed to your server
  • Custom pipeline development
  • Dedicated success manager
  • SLAs & integrations
Talk to sales
0Teams onboard
0Faster velocity
0Automation
0Retention
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FAQ

Pipeline management questions, answered

Can I create multiple pipelines for different teams?
Yes. Growth and Enterprise plans support multiple pipelines, each with its own stages, fields and automations, run side by side.
Can I import my existing leads or deals?
Import from a spreadsheet or your current system in minutes. We'll map your fields and de-duplicate records so nothing is lost in the move.
Can stages trigger automated actions?
Yes. Moving a card to a new stage can trigger WhatsApp messages, emails, task assignments or reminders automatically - no manual follow-up required.
Do I need a technical team to set it up?
No. We handle onboarding, configuration and training. Most teams are running their full pipeline within a day of kickoff.