Sales Pipeline
See your entire sales process at a glance
A kanban pipeline that shows every open deal, its stage, and its value – without the spreadsheet chaos. Drag deals between stages, watch the pipeline value update live, and never miss a follow-up again.
Kanban view
Every deal in its rightful place
Configure stages to match your own sales process – from first touch to signed contract. Each deal appears as a card showing the company name, value, and assigned rep. Drag cards between stages and the change saves instantly.
- Name your stages to match your own process
- Drag-and-drop moves without opening the deal
- Total pipeline value shown in each column header
- Multiple pipelines for different product lines or teams
Revenue forecast
Weighted value and a realistic forecast
Each pipeline stage carries a close probability. EasyCRM automatically calculates the weighted pipeline value and shows a realistic revenue forecast – not just the raw sum of every open deal.
- Close probability set at the stage or individual deal level
- Weighted pipeline value recalculated in real time
- Forecast view for the current month and quarter
- Manager view across all reps on the team
Stale deals
Get alerted before a deal goes cold
A deal that stops moving is a deal at risk. EasyCRM highlights deals that have stayed in the same stage longer than a threshold you set, prompting you to act before the prospect goes elsewhere.
- Visual colour indicator for stale deals directly on the kanban
- Configurable inactivity threshold in days
- Stale-deal filter for a quick action list
- Full movement history with timestamps on each deal
Why pipeline in EasyCRM
Benefits you will feel every single day
- Instant overview without clicking into every deal
- Fewer dropped follow-ups thanks to inactivity alerts
- Realistic revenue forecast for management decisions
- Flexible kanban adapted to your selling process
- One click to reassign a deal to another rep
- Deals linked to contacts, companies, and quotes
Works together with
Pipeline is connected to the whole of EasyCRM
Contacts & relationships
Every deal is linked to a contact and a company – see the full communication history right from the pipeline.
Learn moreQuotes & invoicing
Issue a price quote directly from a deal with one click and track its status without switching screens.
Learn moreReports & lead scoring
Win rate, average sales cycle length, and lead scores – all driven by data from the pipeline.
Learn moreFrequently asked questions
Questions about the sales pipeline
Start selling with clarity
Your first pipeline is ready in five minutes. No training required, no credit card.