AgentticCRM
Start my free trial

Sales pipeline

The sales pipeline puts every live deal on one board: which stage it is in, who owns it, what you expect to invoice and what the next step is. A deal can start with a phone call, a form or an email, and it does not need a client record yet.

  • Every deal on one board, stage by stage
  • Owner, value and next action on every card
  • Six ways a new deal comes in
Start my free trial Request a demo
app.agentticcrm.com/app/pipeline
Sample screen with fictitious data.

What every deal carries

  • Stages you decide

    Drag the card from one column to the next. Your pipeline is born with seven stages ready to use, from Intake to Won and Lost, and you rename them, reorder them or add your own.

  • One owner per deal

    Every deal has one person in charge, so nobody has to ask whose turn it is to take the next step.

  • Expected value and probability

    You enter what you expect to invoice and the stage supplies the probability, so the board tells a fresh inquiry apart from a deal about to close.

  • The next action is a real task

    The next step is saved as a task with a date and an owner, not as a loose note. The board tells you how many deals have no next action and how many are overdue.

  • Stage history

    Every move is stored with its date, so you can answer how long a deal takes to go from proposal to close without guessing.

  • Loss reason

    Closing a deal as lost asks for the reason: price, timing, competition, no response or no budget, plus any note you want to leave.

A deal can exist before the client does

You do not need to create a client record to start following a deal. The opportunity holds the person's name, their company, their email and their phone while the conversation develops, and the board treats it like any other.

The client is created from the deal itself when it is needed, usually when you prepare the proposal. The two stay linked, so later you know which deal brought that client in.

The six ways a deal comes in

All of them land on the same board with the right person assigned. And if your team takes turns on new inquiries, the platform remembers whose turn it is.

  • A form

    Someone fills in the form you published and the deal shows up with their answers inside it.

  • An email or a WhatsApp message

    From the shared inbox and WhatsApp you turn the conversation into a deal without copying anything by hand.

  • A booked meeting

    When someone books a time with you, the deal arrives with the meeting already scheduled.

  • Your own hand

    You create it yourself after a call, a referral or a chat at an event.

  • A history load

    You bring deals over from the system you used before and review them before they are saved.

  • A connected assistant

    ChatGPT or Claude, connected to your organization, can record the deal with the permissions of the person who asked, and the change is logged.

How a deal moves to its close

  1. The inquiry arrives

    It lands in the Intake stage with the details of whoever asked and the channel it came through.

  2. You qualify it

    You give it an owner, an expected value and a close date, then move it to the right stage.

  3. The proposal goes out

    You create it from the deal, and when you send it the card moves on its own to the stage you marked as the proposal stage.

  4. Your client decides

    If they accept, the deal moves to Won. If they say no, you close it with its reason, and that reason stays for the year's analysis.

  5. The work starts

    The accepted proposal turns into an invoice and you open the project for what you sold.

  • 6ways a deal can come in
  • 7stages ready on day one, yours to change
  • 5loss reasons ready to use
  • 3forecast readings: open, weighted and won

The forecast adds up what is open in the period, weights it by probability and shows it apart from what you won: an expectation is never counted as money collected.

Frequently asked questions

Do I have to create the client before recording a deal?

No. You start with the name, email and phone of whoever asked. The client is created from the deal when the business calls for it, for example when you send the proposal.

Can I have more than one pipeline?

Yes. If you sell two things with different processes, each one can have its own pipeline with its own stages. Your plan sets how many pipelines and how many open deals you can carry.

What if the same person asks twice?

When an inquiry arrives, its email is checked against your clients. If it matches exactly one, the deal is linked to that client in plain sight; if it matches several, you are shown the candidates and you choose.

Do my clients see the board?

No. The board belongs to your team. Your client only sees what you share in the client portal: their proposals, their invoices and their projects.

Can I bring my sales history from another system?

Yes. The history load lets you see what is about to come in before you confirm it, with its stage, its owner and its outcome.

The sales pipeline works together with

See AgentticCRM working with your team's day-to-day

Ask for a demonstration and we will show you how these features fit the way you already work: your clients, your projects and the way you get paid.

Request a demo See all features