A visual sales pipeline, per site not per seat — from $149/year.
WordPress Deal Pipeline That Doesn't Bill Per User
Auto Form CRM ships a visual sales pipeline with Kanban board, list view, fully customizable stages, and 7 workflow triggers — for one flat price per site, not per seat. Track your sales process inside the same CRM that holds your contacts, tasks, meetings, and automations.
- WordPress-native
- Unlimited users
- Unlimited deals
- Per-site pricing
- Every feature, every tier
Deal Pipeline
$186,500
Total Pipeline
47
Open Deals
$24,000
Won
70%
Win Rate
3 deals · $14.5k
Acme Renewal
Consulting Project
2 deals · $22k
Q3 — Johnson Co
SaaS Subscription
2 deals · $31.5k
Support Contract
Implementation
Every Sales Tool Charges You More for Hiring
Pipedrive Advanced
where the automation lives
HubSpot Sales Hub Pro
where the pipeline becomes useful
Salesforce Sales Cloud Pro
professional edition
Close
starting tier
A 5-person team on Pipedrive Advanced
$2,040 / yearA 5-person sales team on Pipedrive Advanced costs $170 a month. A year later, that's $2,040. An agency managing sales pipelines for 10 client accounts? Multiply by 10. A solo consultant who wants to share read access with a virtual assistant? You're now paying for two seats.
Every one of these tools punishes you for growing your team or adding clients. The pricing model is designed to scale with your headcount, not with your value.
Worse, none of them live inside WordPress. Your contacts live in Pipedrive. Your customers live in WooCommerce. Your tasks live somewhere else. Your follow-up emails live somewhere else again. The deal pipeline is a separate database, sitting next to four other databases, with a Zapier subscription stitching them together at $30 to $150 a month.
Auto Form CRM gives you a real visual sales pipeline inside the same WordPress CRM that holds everything else. One flat annual price per site. Unlimited users. Unlimited deals.
Four Reasons This Replaces Your Per-User Sales Tool
Per-site pricing, not per-user
One price for the whole pipeline. Add five team members, ten, twenty — the price doesn’t change. Personal at $149 a year covers one site with unlimited users. A five-person sales team on HubSpot Sales Hub Professional costs $5,400 a year. Auto Form CRM is $149 a year flat.
Two views, one pipeline
Some people think in Kanban boards. Some people think in spreadsheets. Auto Form CRM ships both. A drag-and-drop Pipeline view for visual thinkers who move cards between stages. A List view with sortable columns, progress bars, and inline editing for operators who think in rows. One toggle in the top-right switches between them. Same data. Same metrics. Different mental model.
Lives inside your CRM, not next to it
Every deal links to a contact in your CRM. Every contact carries their full deal history, task history, meeting history, email history, and WooCommerce order history in one record. No exports. No syncs. No Zapier zaps stitching four databases together. Change a deal’s stage and the contact’s lifecycle stage updates, their customer score recalculates, and any workflows listening for deal events fire automatically.
7 workflow triggers tied to deal events
Deal Created, Updated, Stage Changed, Won, Lost, Deleted, Value Changed — all available as workflow triggers in the visual automation engine. Move a deal to Won? Auto-tag the contact, create an onboarding task, schedule a kickoff meeting, send the welcome email, and generate a first-purchase coupon. All from one stage change. Most standalone sales tools require Zapier for this. Auto Form CRM does it natively.
A Kanban Board Your Whole Team Can Actually Use
The Pipeline view is what most sales teams open first. Stage columns left to right in the order you set. Drag a card forward when the deal moves. Watch the totals update in real time.
Per-column intelligence
Every stage column shows a colored dot, the stage name, a count badge, and a dollar subtotal. You see at a glance that Qualified has 12 deals worth $84,500 while Negotiation has 3 worth $42,000. No mental math required.
Deal cards built for scanning
Each card shows the deal title, the value in green, the probability as a pill, and the linked contact with avatar and initials. No contact yet? The avatar slot stays clean. Not valued yet? It defaults to $0 and stays out of your way.
Empty stages with placeholders
A column with no deals shows a dashed-border placeholder reading “No deals in this stage” instead of an awkward gap. Clean, intentional, professional. The pipeline always looks like a pipeline.
Drag-and-drop that does real work
Drag a card from Proposal to Negotiation and the deal’s stage updates in the database, the counts recalculate, the subtotals shift, and any workflow listening for the Stage Changed trigger fires immediately. One drag, full automation chain.
A List View That's Actually Useful
Some operators think in tables. Sortable columns. Filtering. Comparing values at a glance. The List view ships with all of it.
| Deal | Contact | Value | Stage | Close | Probability | ||
|---|---|---|---|---|---|---|---|
| Acme Renewal | SJSarah Johnson | $8,500 | Qualified | Jul 12 | 25% | ||
| Q3 — Johnson Co | RGRachel Green | $16,000 | Proposal | Jul 28 | 50% | ||
| Web Development | LPLisa Park | $13,000 | Negotiation | Aug 03 | 75% | ||
| Support Contract | DKDavid Kim | $12,000 | Won | Jun 30 | 100% |
Every column that matters
Title, contact, value, stage as a colored pill, expected close date, probability as a progress bar plus percentage, and inline action icons. Per-row checkboxes for bulk selection. Header checkbox to select all.
Progress bars that color-shift
A 25% deal shows a short blue bar. A 50% deal shows a medium amber bar. A 75% deal shows a longer green bar. Your eye lands on the deals closest to closing without reading a single number.
Inline edit and delete
Every row has an edit icon and a delete icon. Click the pencil to update the deal in place. Click the trash to remove it. No modal-hopping for quick edits.
Same data, same metrics
The four KPI cards above the table show the same figures as the Kanban view. The view toggle is purely a layout choice. The data is one pipeline.
Move a Deal. Watch the Pipeline React.
This is a live Kanban board. Drag any deal between stages and watch the probabilities, counts, and subtotals update in real time — exactly how the pipeline behaves inside your CRM.
Five Default Stages. Unlimited Custom Stages. Full Control.
Five sensible defaults out of the box — Qualified at 25%, Proposal at 50%, Negotiation at 75%, Closed Lost at 0%, Won at 100%. They bend completely to whatever process you actually run.
Manage Pipeline Stages
- Qualified25%
- Proposal50%
- Negotiation75%
- Closed LostLost0%
- WonWon100%
Drag stages to reorder them. The order determines how deals flow through your pipeline.
Stage configuration that matters
Click the Stages button in the toolbar. Drag any stage by its handle to reorder — the order determines the column order on the board, the option order in filters, and the flow your team sees. Each stage carries four pieces of metadata:
Name
Discovery, Demo Booked, Proposal Sent, Contract Out — whatever you call it. Use the vocabulary your team actually uses, not the vocabulary the tool prescribes.
Color
One of ten palette options: grey, blue, purple, orange, green, red, amber, pink, cyan, lime. Every column header, stage pill, and dot uses this color. Color-coding makes your pipeline scannable at a glance.
Win probability
A number from 0 to 100. It auto-populates a deal’s probability when assigned to that stage, and it powers the Win Rate calculation across your whole pipeline.
Type
A regular stage, a Closed Won (success) stage, or a Closed Lost (failure) stage. Stages flagged Won or Lost feed the Win Rate metric. Stages without a type are intermediate pipeline stages.
Every Field That Matters. Nothing You Don't Need.
Click + New Deal. The Create Deal modal opens with the seven fields a sales operator actually uses. No 47-field form. No required fields nobody fills in.
New Deal
Deal Title headlines the deal. Contact autocompletes against your contact database — leave it blank if the deal isn't tied to a person yet. Value takes a currency prefix configurable per CRM.
Stage defaults to your first stage. Expected Close Date drives forecasting. Probability auto-populates from the stage's win probability — override it for the one deal where you know the numbers are different.
Notes is a free-text area for context: "Decision-maker is the CFO, not the founder." "Owner travelling July 15–22."
Just the fields a deal actually needs.
Live Search. Stage Filter. Combined When You Need It.
Twenty deals or two thousand, the same search and filter behavior gets you to the right card instantly.
Live search
A search box in the toolbar filters the pipeline in real time — no Enter key, no submit. Type “acme” and every Acme deal surfaces instantly. Columns shrink to matches and stage subtotals recalculate to reflect only matches.
Stage filter
An All Stages dropdown narrows the pipeline to a single stage’s deals. The options are generated from your configured stages, so as you add or remove stages, the filter updates automatically.
Combined when you need it
Search and stage filter work together. Filter to Negotiation, then search “renewal,” and you see only renewal deals currently in negotiation. The pipeline becomes a precise lens.
Four Numbers Above Every Pipeline View
Total Pipeline, Open Deals, Won, and Win Rate appear above both the Kanban and List views, and update automatically as you move deals through stages.
Total Pipeline
$186,500
The combined dollar value of every open deal in your configured CRM currency. Sums automatically from individual deal values.
Open Deals
47
The count of every deal not yet in a Won or Lost stage. 50 total — 47 open, 2 won, 1 lost — shows 47.
Won
$24,000
The combined dollar value of every deal currently in a Closed Won stage. Your real revenue from closed deals.
Win Rate
70%
The percentage of closed deals that were won — Won / (Won + Lost). Closed nothing yet? It shows 0% gracefully, no scary errors.
The cards don't blur with filters or search — they reflect your full pipeline state, so you always see the truth.
The Pipeline Plugged Into the Rest of Your CRM
Your deals are not a separate database. They are first-class citizens inside one unified CRM that also holds contacts, tasks, meetings, campaigns, workflows, and WooCommerce records.
Deal moved to Won
trigger: deal_won
Contacts
Every deal links to a contact. Open a contact and see every deal they’ve been part of — won, lost, in progress — with values, stages, and close dates.
Tasks
Move a deal to Negotiation, auto-create a follow-up task within 48 hours. Move to Won, auto-create an onboarding task for delivery. Same CRM, same team, same dashboards.
Meetings
Meetings link to contacts, contacts link to deals. Use the Meeting Scheduled trigger to auto-advance a stage when a discovery call is booked.
WooCommerce
A B2B side-deal closes at $5,000 → the contact’s lifecycle stage advances → their customer score reflects the revenue → their RFM segment recalculates. One source of truth.
Workflows — 7 deal triggers
The engine that ties everything together — natively, no Zapier.
Auto-tag the contact, create a task for initial outreach, send a welcome email.
Fires when any deal field changes. Useful for audit logging or notifying owners of edits.
The workhorse trigger. Proposal? Send the proposal email. Negotiation? Notify the manager. Won? Trigger onboarding.
Send the welcome email, create the kickoff meeting, tag the contact as Customer, generate a first-order coupon.
Tag for the win-back nurture, schedule a 90-day follow-up task, drop them into a slow-drip campaign.
Fires when a deal is removed. Useful for cleanup workflows.
Notify the owner of significant value changes, or auto-promote deals over a threshold into a high-value tag.
The deal triggers, the workflow engine, the contact records, and the email campaigns all live in the same plugin on your server. No third-party middleware. No per-task fees. No data leaving WordPress. See the Workflow Automation feature for the full engine.
I Built This Because Every Sales Tool Wanted to Punish Me for Hiring
I've been running my own business for a long time. Every sales pipeline tool I tried did the same thing.
Pipedrive was the closest fit. Good Kanban board. Good list view. Good automation. Also $34 per user per month for the tier that actually had the automation, with a usage cap on top. Add my virtual assistant for read access, and I was paying for two seats. Bring in a contractor for a six-week project, that's three seats. The pricing model was designed to scale with my hiring, not with my value.
HubSpot was worse. The free tier looked great until I needed anything real. The Sales Hub Professional tier was $90 per user per month. For a five-person team, that's $5,400 a year — just for a sales pipeline. The CRM, the email tools, the marketing automation? All separate subscriptions on top.
Spreadsheets were free, and exactly as terrible as you'd expect. No drag-and-drop. No automation. No contact integration. Just a tab in Google Sheets called "Pipeline" that nobody on the team kept current.
The WordPress CRMs I evaluated mostly didn't ship real pipelines. The ones that did shipped a flat list with no Kanban board, no stage customization, no probability tracking, no integration with the rest of the CRM.
So I built the pipeline I always wanted.
A real Kanban board. A real list view. Stages I can name whatever I want, color however I want, set probabilities however I want. Deals that link to my contacts, fire workflow triggers, advance customer scores, and live on my own server.
The math is the punchline. Same five-person sales team that costs $5,400 a year on HubSpot Sales Hub Professional? On Auto Form CRM, the cost is $149 a year flat. Add a sixth team member? Still $149 a year.
Ali
Founder of Auto Form CRM
How Auto Form CRM's Pipeline Stacks Up
| Auto Form CRM | Pipedrive | HubSpot Sales | Salesforce | Spreadsheets | |
|---|---|---|---|---|---|
| Pricing model | Flat, per site | Per user / mo | Per user / mo | Per user / mo | Free |
| 5-person team / year | $149 | ~$2,040 | ~$5,400 | ~$4,800 | $0 |
| Kanban board | |||||
| List view | |||||
| Custom stages | Unlimited, 10 colors | DIY | |||
| Stage probability | Configurable | Manual | |||
| Workflow integration | 7 native triggers | Add-on | Zapier | ||
| Lives inside your CRM | Their CRM | Their CRM | |||
| Your data, your server | |||||
| Per-user fees | None | $14–99/user | $20–150/user | $25–300/user | None |
Auto Form CRM vs Pipedrive
Pipedrive is a good product — but a pure sales tool. Your contacts, customers, emails, tasks, and WooCommerce records live elsewhere. You pay per user, per workflow add-on, and pay Zapier to stitch it to WordPress. Auto Form CRM gives you a comparable board, list view, full stage customization, and 7 native triggers inside your CRM with no per-user pricing.
Auto Form CRM vs HubSpot Sales Hub
HubSpot’s free tier is a brilliant lead magnet. The moment you need real automation or a meaningful pipeline, you’re at Professional — $90 per user per month, $5,400 a year for five people, just for sales. Auto Form CRM gives you the pipeline, the email campaigns, the automation, and the WooCommerce integration in one plugin for $149 a year flat.
Auto Form CRM vs Salesforce
Salesforce is the enterprise standard for a reason — it scales to massive orgs with complex permissions and territory management. If you’re running a 200-person team with regional managers, Salesforce is the right answer. If you’re a freelancer, agency, consultant, or service business on WordPress, Auto Form CRM is built for you instead.
Auto Form CRM vs Spreadsheets
Spreadsheets are free, infinitely customizable, and exactly as useful as your team’s discipline. No drag-and-drop, no automation, no contact integration, no progress bars, no live filtering, no triggers. Most teams have a “Pipeline” tab six months out of date. Auto Form CRM is what happens when your spreadsheet grows up.
A five-person team for $149 a year — not $5,400.
Built for Operators Who Hate Per-User Pricing
WordPress agencies managing client pipelines
Run a sales pipeline for each client account on their own install. Standardize stages and reporting across every client brand. Bill them for setup and ongoing management as a service line. No per-user fees compounding across client teams.
Freelancers and consultants running their own deal flow
You’re a one-person shop or a tiny team. You don’t need to pay HubSpot $90 a month for one user. Personal at $149 a year covers your full sales process and every other CRM feature.
Service businesses with a sales cycle
Roofers, plumbers, electricians, lawyers, accountants, contractors — anyone whose business runs on quotes, proposals, and closes. Stage deals from inquiry to signed contract, tied to contacts, tasks, and follow-ups.
Course creators and coaches with sales pipelines
You sell high-ticket programs. Discovery call booked → application submitted → enrollment offered → closed. Five stages, every stage automated, every stage visible at a glance.
B2B SaaS founders selling enterprise deals
You run a small B2B SaaS team. You don’t need Salesforce. You need a Kanban board, real automation, contact integration, and pricing that doesn’t punish you for hiring. The WordPress-native answer for early-stage B2B teams.
WooCommerce stores with a B2B side
Most revenue is direct-to-consumer through the store. But you also have wholesale accounts, custom orders, and corporate buyers worth tracking through a pipeline. Auto Form CRM gives you both — storefront intelligence and B2B sales — in one plugin.
The Questions Buyers Actually Ask
No. Unlimited deals on every tier. Limited only by your database and server capacity, which for any standard WordPress install is far beyond what any small or mid-sized business needs.
No. Ship as many stages as your sales process actually has. Five default stages are provided; you can add, edit, reorder, or delete any of them.
Yes. Auto Form CRM is multi-user. Every WordPress user with access to the CRM can view, create, edit, and move deals through the pipeline. No per-seat pricing — your whole team works on one license.
Yes. Every stage has a configurable win probability from 0 to 100. New deals assigned to a stage auto-populate with the stage’s probability, and you can override the probability on a per-deal basis when needed.
The CRM has a global currency setting. Pick USD, EUR, GBP, or any major currency once in settings, and every deal value across your entire pipeline displays in that currency. The setting applies to the whole CRM, so values stay consistent across deals, KPI cards, and reports.
Win Rate is calculated as closed-won deals divided by total closed deals (won plus lost). If you’ve closed 10 deals and won 7 of them, your Win Rate is 70%. Open deals don’t factor in. The metric updates automatically as deals move through your Won and Lost stages.
Yes. The Workflow Automation engine ships 7 deal-related triggers: Deal Created, Updated, Stage Changed, Won, Lost, Deleted, and Value Changed. Build automated sequences that fire when a deal advances to Negotiation, closes Won, sits in a stage too long, or any other deal event you want to act on.
Yes. Every deal can be linked to a contact in your CRM through the Contact field on the Create Deal form. Linked contacts carry full deal history on their record. Search any contact and you see every deal they’ve been part of across the full pipeline lifetime.
The deal pipeline is part of the Auto Form CRM admin interface, which is responsive and mobile-aware. The Kanban board, list view, and editing flows are usable on tablets and phones, though the most comfortable experience is on a desktop or laptop for sustained pipeline work.
Auto Form CRM runs one pipeline per CRM. The stages, customization, and automation all happen within that single pipeline. If you need fundamentally different sales processes (e.g., consulting deals vs product sales), the typical approach is to use distinct stage names and color codes to separate them visually within the same pipeline, or to use tags on deals to filter views.
Yes. If WooCommerce is installed, deals and contacts are connected to the customer record. A B2B deal worth $5,000 can update the linked contact’s lifecycle stage, customer score, and RFM segment automatically through the workflow engine. See the WooCommerce CRM feature page for the full picture.
Yes. Every deal, every stage, every metric is stored in your own WordPress database on your own server. Nothing syncs to Auto Form CRM’s cloud. Cancel anytime — your pipeline stays where it always was.
The Pipeline Plugged Into the Rest of the Platform
Every other module in Auto Form CRM connects to the deal pipeline. Here's how.
Contact Management
Every deal links to a contact. Every contact carries full deal history. One unified record across your sales lifecycle.
Learn more→Workflow Automation
7 native deal triggers drive automation off every pipeline event: Created, Updated, Stage Changed, Won, Lost, Deleted, Value Changed.
Learn more→Task Management
Auto-create tasks when deals advance. Close a deal → onboarding task. Move to Negotiation → follow-up task. All from one workflow.
Learn more→Meeting Scheduling
Book meetings tied to contacts and deals. Use Meeting Scheduled triggers to auto-advance deal stages or create follow-up tasks.
Learn more→Email Campaigns
Send segmented campaigns to contacts at specific deal stages. Re-engage lost deals. Nurture Qualified deals into Proposal.
Learn more→WooCommerce CRM
Deals connect to WooCommerce customers. B2B side-deals update customer scores, lifecycle stages, and RFM segments automatically.
Learn more→Custom Fields
Extend your contact record with custom fields visible across the deal pipeline view.
Learn more→Tags
Auto-tag contacts based on deal events. Move a deal to Won? Auto-add the Customer tag through workflows.
Learn more→Integrations
Connect Twilio for SMS on deal events, Google Calendar for meeting sync, Mailgun for email delivery.
Learn more→Stop Paying Per User. Start Owning Your Pipeline.
One plugin price. Unlimited deals. Unlimited users. Unlimited pipeline stages. The Kanban board, the list view, the 7 workflow triggers, the contact integration, the WooCommerce connection — all included, all yours.
Install in minutes. Cancel anytime — though your pipeline data stays in your WordPress database where it always did.
Read the DocsBuilt by Amora Digital (KVK 99536811) in the Netherlands. Made for WordPress. Designed by a freelancer who got tired of every sales tool charging him more for hiring help.