Design Your Sales Process, Your Way

Create customizable pipeline stages that match any workflow. Define your sales journey from first contact to closed deal with fully configurable stages, probabilities, and automation rules.

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Sales Pipeline Qualification 20% $12,000 $8,500 Proposal 50% $25,000 $18,000 Negotiation 75% $42,000 Won 100% $35,000 $19,500 Total Pipeline Value: $160,000 Deals: 8 Avg. Deal: $20,000
Unlimited Pipelines
Configurable Stages
Conversion Tracking
Workflow Automation

Fully Customizable Stages

Every sales process is unique. Create unlimited stages that reflect exactly how your team moves deals forward. Set custom colors for visual clarity, assign win probabilities to each stage, and designate specific stages as won or lost outcomes.

Drag and drop stages to reorder them as your process evolves. Each stage can carry its own probability percentage so your forecasting stays accurate and your team knows what it takes to advance a deal.

  • Create unlimited stages with custom names and descriptions
  • Assign colors to each stage for instant visual recognition
  • Set probability percentages for accurate revenue forecasting
  • Designate win and loss stages separately from active stages
  • Drag-and-drop reordering to adjust your workflow anytime
  • Stage-specific requirements before deals can advance

Multiple Pipelines for Every Need

Not all sales follow the same path. Create separate pipelines for different products, teams, regions, or sales processes. Each pipeline operates independently with its own stages, deals, and analytics.

Switch between pipelines instantly to focus on the segment that matters. Whether you sell SaaS subscriptions and enterprise licenses or run inside sales alongside field sales, each process gets its own dedicated pipeline.

Enterprise Sales SaaS Pipeline Partner Deals + Enterprise Sales Pipeline 12 Deals $840K Discovery Evaluation Contract Closed

Automate Stage Transitions

Eliminate manual busywork with stage-based automation. When a deal moves to a new stage, automatically assign tasks to team members, send notification emails, update deal fields, and trigger follow-up actions.

Set rules that fire when deals enter or leave specific stages. From sending a welcome email when a lead qualifies to alerting your legal team when a deal reaches the contract stage, automation keeps your pipeline moving without dropped balls.

Stage Automation Rules WHEN Deal moves to Proposal Trigger on stage entry @ Assign task to sales rep ✉ Send proposal email ↻ Update expected close date WHEN Deal moves to Negotiation Trigger on stage entry ⚠ Notify sales manager ✎ Set deal priority to high 📅 Create contract review task WHEN Deal marked as Won 🎉 Celebrate & notify team

Pipeline Analytics

Identify bottlenecks, track conversion rates, and optimize your sales process

Stage Conversion Rates

Track how many deals successfully move from one stage to the next. Identify exactly where deals drop off and focus your effort on improving weak transition points.

  • Stage-to-stage conversion percentages
  • Historical trend comparison
  • Filter by date range, team, or rep

Average Time per Stage

Know how long deals spend in each stage on average. Spot bottlenecks where deals stall and take action before opportunities go cold.

  • Average days in each pipeline stage
  • Compare against target durations
  • Alerts for deals exceeding stage time

Bottleneck Identification

Automatically detect where deals pile up or slow down. Visual indicators highlight stages with higher-than-normal deal density or longer-than-expected dwell times.

  • Stage health indicators (green/yellow/red)
  • Deal aging analysis per stage
  • Recommended actions to clear blockages

Win/Loss Analysis

Understand why deals are won or lost. Break down outcomes by pipeline, stage reached, deal size, and time in pipeline to reveal patterns that drive success.

  • Win rate by pipeline and time period
  • Loss reasons categorized and ranked
  • Revenue impact of lost opportunities

Frequently Asked Questions

Common questions about CRM Pipelines

Navigate to your CRM settings and select Pipelines. Click the “Create Pipeline” button, give it a name, and start adding stages. You can define as many stages as you need, set colors and probabilities for each, and designate which stages represent won or lost outcomes. Your new pipeline is ready to use immediately.

No. You can create as many stages as your sales process requires. Most teams use between 4 and 8 stages for optimal clarity, but there is no hard limit. You can always add, remove, or reorder stages later without affecting existing deals — they will be mapped to the updated stage structure.

When a deal enters or leaves a stage, you can automatically assign tasks to team members, send email notifications, update deal fields (like priority or expected close date), create follow-up activities, and notify specific users or channels. Each automation rule can have multiple actions and conditions.

Yes. Pipeline visibility and access can be controlled through your team permissions. You can restrict certain pipelines to specific teams or roles, so each group only sees the pipelines relevant to their work. Admins always have access to all pipelines for reporting and oversight purposes.

Yes. When you enable the CRM app, a default sales pipeline is created with common stages: Qualification, Proposal, Negotiation, Won, and Lost. You can customize this default pipeline or create entirely new ones from scratch. The default pipeline can also be changed in your CRM settings at any time.

Yes. Deals can be moved from one pipeline to another at any time. When transferring a deal, you select which stage in the new pipeline the deal should be placed in. All deal history, notes, and activities are preserved during the transfer so you never lose context.

Build Your Perfect Sales Pipeline

Design stages that match your workflow, automate repetitive tasks, and track every deal
from first contact to closed won.

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