Pipeline
Consulting CRM moduleThe pipeline shows every opportunity stage by stage from first touch to outcome. Drag and drop cards to update status; probability, amount and last touch are visible on each card.
Product preview
Pipeline
Stages
First touch
Meeting
Proposal
Outcome
Open
8
Won
5
At risk
2
Example scenario
Example scenario
Opening the board clarified priorities
When the team started using the pipeline live instead of weekly meetings, stalled stages became immediately visible.
- 20%
- shorter cycle
- 4
- clear stages
- 0
- lost cards
FAQ
Questions about this feature
Pipeline
How do I advance a card?
Drag the card to the next stage column; the change saves instantly.
What happens if I mark it lost?
The card closes and reflects in the conversion rate in reports; the record is kept, not deleted.
Can multiple consultants work at once?
Yes; changes are shared across the organization, everyone sees the live board.
Other features
Customers
Company card, sector, consultant assignment, estimated grant/fee.
Tasks & Agenda
Customer-linked tasks and an appointment calendar.
Activity & Notes
Visit, call, meeting logs; structured notes.
Reports
Conversion, pipeline distribution, consultant performance.
Cost quotes
Consulting fee proposal documents.
Ready to bring your business onto one platform?
Create your organization in minutes and enable exactly the modules you need.