Sales Pipeline

Close more of the deals that start in your chats

Most sales start with a message. Create a deal right from the conversation, move it across your pipeline as it progresses and always know what's open, what's stuck and what's about to close.

Start free trial Talk to sales

Screenshot

PageDeals

ShowsThe deals board with columns New lead, Contacted, Proposal and Negotiation showing deal counts, totals and probabilities, deal cards with value, contact and owner, and the summary row with Open pipeline, Weighted forecast, Won this month and Win rate.

File: screenshots/sales-pipeline-hero.png

Deals from conversations

Create a deal from any chat in the inbox, already linked to the customer.

Drag-and-drop board

Move deals between stages, and drop them on Won or Lost when they close.

Forecast at a glance

Open pipeline, weighted forecast, deals won this month and your win rate.

Pipelines your way

As many pipelines as you need, each with its own stages, probabilities and currency.

From chat to deal

Capture the opportunity while the customer is talking

When a conversation turns into a sales opportunity, open the Deals tab next to the chat and create a deal in seconds. It's linked to the contact and their company, and Open conversation takes anyone back to where it all started.

Deal name, value, expected close date, stage and owner
Linked contact and company on every deal
Each contact's deals on their profile and next to their conversations

Working with deals

Screenshot

PageInbox > conversation > Deals tab

ShowsA WhatsApp conversation with the Deals tab open in the right panel and the Create deal dialog showing "Linked to the conversation with …", a value, a stage and an owner.

File: screenshots/sales-pipeline-conversation.png

The deals board

See where every deal stands, and which ones need a push

Drag deals from stage to stage as they progress. Cards that haven't moved for two weeks and deals past their expected close date are flagged, so nothing quietly goes cold. Switch to the list view to filter by status and review won and lost deals.

Filter by owner, Everyone or Mine
Notes and a full activity log on every deal
Pick a lost reason to learn why deals slip away

Using the deals board

Screenshot

PageDeals > open a deal

ShowsA deal page with the stage bar, the value with its forecast ("Forecast €600 (60% chance)"), owner and expected close, the linked contact with Open conversation, and the Activity feed with a note and stage changes.

File: screenshots/sales-pipeline-deal.png

Pipelines

Model the way you actually sell

Create a pipeline for each product line, market or team. Give each one its own stages and currency, and set the probability that a deal in each stage is won, so the weighted forecast reflects your real sales process.

Multiple pipelines, switchable from the deals board
A win probability for every stage
Stage names ready in Arabic for Arabic workspaces

Set up sales pipelines

Screenshot

PageSettings > Sales pipelines

ShowsThe pipeline editor with the pipeline name, currency and a list of draggable stages, each with a name and probability, and the Add stage button.

File: screenshots/sales-pipeline-settings.png

Sales reports

Learn what wins deals, and what loses them

The Sales report shows the value you won, your win rate, time to win and results per owner for each pipeline, plus a Why deals are lost chart built from the reasons your team records. Connect Slack to celebrate in your team channel when a deal is created or won.

Won value over time and open deals by stage
Lost reasons such as price, timing or fit
Slack alerts for new and won deals

Sales reports

Screenshot

PageReports > Sales

ShowsThe Sales report with the pipeline picker, the Won, Win rate and Open pipeline figures, the Won value chart, Open deals by stage and the Why deals are lost chart.

File: screenshots/sales-pipeline-report.png

Start tracking deals today

1
Set up your pipeline
Use the ready Sales pipeline or create your own stages and probabilities.
2
Create deals from chats
Turn conversations into deals linked to the contact and company.
3
Move, forecast and close
Drag deals forward, watch the forecast and mark them won or lost.