The general-purpose pipeline every team starts from
Sales & CRM
A configurable core pipeline with automated SLA enforcement, so a lead never goes cold because a rep forgot to follow up. The same engine that powers real estate lead routing is available for any sales-driven business.
Built for: Sales teams and revenue leaders across any industry
A lead comes in on a Friday afternoon. The rep meant to follow up Monday, got busy, and by the time anyone notices, the lead has gone quiet for two weeks.
The lead breaches its follow-up SLA Monday morning, gets automatically reassigned and re-prioritized, and the new owner is notified before it goes cold.
The exact stages, from the code
Pulled directly from the module's own status definitions — not a simplified marketing funnel.
Lead pipeline
A qualified lead converts into a deal, which runs its own separate pipeline below.
Deal pipeline
Everything inside the Sales & CRM module
Grouped by where it shows up in the day-to-day workflow — this is the most built-out vertical on the platform.
Leads & deals
- Kanban and table views on both leads and deals, with bulk stage changes and live updates as teammates edit records
- Duplicate-lead detection on creation, with an option to open the existing lead instead of creating a copy
- Repeat-enquiry tracking — flags contacts who've reached out more than once, across sources
- Stage transitions can auto-generate a follow-up task, so moving a deal forward doesn't rely on someone remembering to add one
Pipeline intelligence
- Probability-weighted revenue forecasting by stage, with next-30 and next-90-day projections and a stale-pipeline warning
- Manager snapshot — overdue and due-today follow-ups, unassigned leads and deals, deals closing soon, aged-open deals, in one view
- Per-owner workload leaderboard: open leads/deals, overdue follow-ups, and pipeline value by rep
- Report builder — group leads or deals by stage, owner, source, or month, with gross and probability-weighted totals, exportable to CSV
Data & operations
- Bulk CSV import with automatic column-header mapping and a per-row error report
- A customer relationship graph on each deal, showing related leads and account context
- Deals link directly to invoices and ledger entries in the Finance module — no separate order-to-cash spreadsheet
- Configurable masters for lead sources, sub-sources, industries, and regions
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