Can I rename the pipeline stages?
Yes. Edit labels, hints and win probabilities for nine stages. Their underlying keys stay fixed.
PIPELINE
See where each deal stands and what needs doing
Move deals across a board and keep leads and companies linked. Use Today for due work, and import your team’s existing sales records.
Free plan. No card needed. No expiry.
Pipeline
Board
BoardListToday
Clover Gate Heating, Madison, WIJamie: ask about quote requests
Prairie Lantern HVAC, Verona, WILee: Thursday walkthrough
Lakepath Mechanical, Middleton, WIJamie: scope sent
Elm Circuit Heating, Sun Prairie, WILee: signed
- 9 stages
- edit their labels, hints and win probabilities
- Today
- due tasks, calls, meetings and sequence work
- CSV export
- take leads, companies and deals with you
01 /THE DEAL BOARD
Give each opportunity a place
- 01
Link people and businesses
Link the lead, company and opportunity. Add an opportunity for the specific work you’re trying to win; a new contact isn’t automatically a deal.
- 02
Move cards when deals change
Drag a card to update its stage when an owner books a walkthrough or requests a proposal. Your team can see the change.
- 03
Name your nine stages
Edit labels, hints and win probabilities to match your team’s language. The nine underlying stage keys stay fixed.
02 /DO THE WORK THAT IS DUE
Choose the next action in Today
Today gathers due tasks, calls, meetings and sequence work, including snoozed and upcoming items. The board shows each deal’s stage.
Jamie needs to ask Clover Gate Heating how quote requests arrive in this made-up Wisconsin example. Lee has another business’s walkthrough booked.
Both deals are moving toward a proposal but need different actions. ‘Ask about the quote form’ tells you more than ‘follow up’.
FOLLOW-UPS
Example: Jamie’s work today
- TodayClover Gate Heating, 608-555-0127Waiting
- TodayCheck Lakepath’s proposal scopeWaiting
- TomorrowPrepare the next website findingWaiting
03 /KEEP THE RECORDS CLEAR
Keep people, companies and deals linked
01
The lead
Keep the person linked to their company and deal. When work is due, you can see who to call.
02
The company
Store the business details and link the people you speak with. Two contacts at one firm can share the same company record.
03
The opportunity
Each board card is a deal. Calls and emails are related activity. Use the board to discuss work that might close next.
04 /START WITH YOUR SPREADSHEET
Bring your spreadsheet with you
Import CSV, supported Excel files or pasted tables. Excel reads the first sheet, so put the records you want there.
Map columns, handle duplicates and match owners during import. Import opportunities separately, distinguishing contacts from the work you’re selling.
Imported leads count toward your saved lead limit. Export leads, companies and deals as CSV when you need them in a spreadsheet.
clovergateheating.example
Clover Gate Heating
Add to your leads
- Company column
- Clover Gate Heating
- Town column
- Madison, WI
- Phone column
- 608-555-0127
- Owner column
- Jamie
05 /A SHORT TEAM CHECK-IN
Ask what happens next
At a team check-in, ask why a deal is in its stage, who owns it and what happens next. Open Today for the tasks behind it.
The nine stages are new, research, contacted, conversation, meeting booked, proposal, won, nurture and lost. Agree when cards should move between them.
Save call notes after speaking with the owner. Once scope is agreed, create a matching proposal.
Read the CRM guide for marketing agencies for help choosing your setup.
Bring your deals onto one board
Start free with no card. Import a small lead set, link opportunities and choose each next task.
QUESTIONSQ1 Q2 Q3 Q4 Q5
Good to know
Can I import an Excel spreadsheet?
Yes. Supported Excel imports read the first sheet. Map columns, handle duplicates and match owners; CSV and pasted tables work too.
Where do I find calls and tasks that are due?
Today gathers due tasks, calls, meetings and sequence work. It also shows snoozed and upcoming items.
Can I export the records later?
Yes. Export leads, companies and deals as CSV. The owner can request a fuller account export with history and files.
Is the account price charged for each person?
No. Paid plans have one account price: Starter includes up to three people, Team ten and Scale thirty. See pricing.
START FREE
Find your first leads today
The free plan has 25 leads, 5 site checks and 2 pitch pages a month. No card needed.
Free plan. No card needed. No expiry.