Close More Deals With Visual Pipeline
Drag-and-drop Kanban board to track every deal through customizable stages. See your revenue at a glance and forecast with confidence.
Kanban Board View
Visual drag-and-drop pipeline with customizable stages for your sales process.
Deal Values & Probability
Track deal amounts, win probability, and expected close dates for accurate forecasting.
Custom Pipeline Stages
Create the exact pipeline stages your business needs - add, remove, or reorder them.
Stage Analytics
See total value and deal count per stage at a glance for better pipeline visibility.
Contact Linking
Every deal is linked to a contact for full context and relationship tracking.
List & Pipeline Views
Switch between Kanban board and detailed list view for different workflows.
The Pipeline Board Interface
View deals organized by stage with total values, deal counts, and win probabilities.
Built With Care, Down to the Details
Revenue Forecasting
See total pipeline value and probability-weighted forecasts to predict revenue.
Deal Activity History
Track every stage change, note, and activity on each deal with full audit trail.
Workflow Automation
Trigger automated actions when deals move between stages (send emails, create tasks, etc.).
Bulk Operations
Move, update, or delete multiple deals at once to save time on routine tasks.
Deal Pipeline FAQ
Common questions about deal pipeline in Auto Form CRM.
Unlimited. Create as many pipeline stages as your sales process needs. You can add, remove, rename, and reorder stages at any time.
Yes. Create separate pipelines for different products, services, or sales processes. Each pipeline has its own stages and can be filtered independently.
Deals appear as cards on a visual board. Drag and drop cards between columns to move deals through stages. Click any card to view full details and add notes.
Yes. Each deal has a value field. The dashboard shows total pipeline value, won/lost amounts, and forecasts based on deal probabilities and close dates.
Yes. Assign deals to specific users and filter the pipeline by owner. Team members only see their assigned deals or the full pipeline based on their role.
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