Pipeline Builder
Design pipelines that
mirror your sales process
Build unlimited pipelines with custom stages, color-coded columns, and contact cards that display the exact data points your team relies on to move deals forward.
Your stages, your way
Define as many or as few stages as your process requires, from a simple three-column board to a complex enterprise funnel.
Visual clarity
Color-coded columns and customizable card layouts let your team scan the board and spot priorities in seconds.
One tool, many processes
Run separate pipelines for inbound, outbound, and partnership deals without any overlap or confusion.
Build your board
Pipeline tools that adapt to your workflow
Custom Stages
Add, rename, reorder, and delete stages freely. Each stage can carry its own automation rules and required fields.
Color-Coded Columns
Assign colors to each stage for instant visual recognition. Your team sees pipeline health at a glance without reading a single label.
Contact Cards
Customize which fields appear on each card, including deal value, close date, owner, tags, and any custom field you create.
Column Resources
Attach scripts, checklists, or documents to pipeline stages so reps always have the right resources at the right moment.
Pipeline Settings
Configure default owners, required fields on stage entry, stale-deal thresholds, and notification rules per pipeline.
Multiple Pipelines
Create dedicated pipelines for different sales motions. Inbound, outbound, upsell, and partner tracks each get their own board.
Stage Design
Every stage tells your reps what to do next
Attach required fields, call scripts, and email templates to each stage so reps never wonder what the next step is. When a deal enters a stage, the resources they need appear automatically, reducing ramp time and increasing consistency across the team.
Multi-Pipeline
Run separate processes without the mess
Enterprise deals, SMB onboarding, and partner referrals each follow a different path. Multiple pipelines let you track each motion independently with its own stages, automation, and reporting while keeping everything in one platform.
Build your ideal pipeline
Stop forcing deals into a generic funnel.
Design pipelines that match exactly how your team sells and watch conversion rates climb.