See your entire sales process at a glance
A kanban pipeline that shows every open deal, its stage, and its value – without the spreadsheet chaos. Drag opportunities between stages and follow your revenue forecast.
Every deal in its rightful place
Configure stages to match your own sales process – from first touch to signed contract. Each opportunity appears as a card showing its title, contact, and value. Drag cards between stages and the change is saved.
- Name and order your stages to match your own process
- Move cards by dragging or with the stage selector on the card
- Number of deals shown in each column header
- A stage for won deals and the option to fold selected stages
Weighted value and a realistic forecast
Each pipeline stage carries a close probability. The forecast report multiplies the expected revenue of open opportunities by that probability and groups it by expected close month – not just the raw sum of every open deal.
- Close probability set on the stage, adjustable on the opportunity
- Weighted revenue = expected revenue × probability
- Forecast for the next four months, plus deals with no close date
Win or lose, with a reason
Mark a closed deal as won or lost. When you lose a deal you pick a reason from a list of loss reasons that you manage in settings, so you know why deals fall through.
- Mark as won or lost in one step
- A loss reason is required for every lost deal
- Your own list of loss reasons in settings
- You can undo the mark
Benefits you will feel every single day
- Instant overview without opening every opportunity
- Realistic revenue forecast for management decisions
- Kanban adapted to your selling process
- Loss reason recorded for every lost deal
- Opportunities linked to contacts and quotes
Pipeline is connected to the whole of EasyCRM
Contacts & relationships
Every opportunity is linked to a contact whose card is at hand.
More about: Contacts & relationshipsQuotes & orders
Link a quote to an opportunity and convert it to an order once accepted.
More about: Quotes & ordersReports & lead scoring
Pipeline analysis, revenue forecast, and win/loss reports built from your pipeline data.
More about: Reports & lead scoringQuestions about the sales pipeline
Start selling with clarity
Create a free account and set up your pipeline stages. No credit card.