Core Capability
Pipelines & Stages
Visualize any process with drag-and-drop stages. Track deals, projects, or any workflow that moves through phases.
What it does
Pipelines give you a visual way to track anything that moves through stages. Sales deals, client projects, hiring candidates, content pieces, and anything that has a beginning, middle, and end.
Create custom stages, drag items between them, and see at a glance where everything stands. Add fields to track values, dates, or any custom data relevant to your process.
Sales Pipeline
4 deals · $24,500Prospect
Meeting
Proposal
Closed
UI examples shown are illustrative only and may not reflect the exact appearance of the live application.
Your choice of complexity
Use it simply, or unlock advanced features. No pressure either way.
Keep it simple
How simple it can be
Basic sales pipeline (Lead → Meeting → Proposal → Won/Lost)
Add contacts to stages with search
See counts and totals per stage
View all contacts in each stage
Go advanced
How advanced it can be
Multiple stages for different processes
Custom stages with colors and icons
Automations triggered by stage changes
Pipeline analytics and conversion rates
Who would use this
Sales teams tracking deals
Agencies managing projects
Recruiters with hiring pipelines
Content teams with editorial workflows
Anyone with multi-stage processes
Ready to try it?
Start for free and explore this capability in your own workspace.