Pipelines that reflect how work actually moves.
A pipeline isn’t only for deals. Candidates move through interview stages, policies move through renewal, jobs move through dispatch. Because pipelines sit on top of your objects rather than being welded to a Deal table, you can build one wherever work has stages.
- Pipelines per object
- Multiple
- Objects that support pipelines
- Any
- Stage SLAs
- Per stage
- Stage-change automation
- Built in
Stages you name, in the order you work
Add, rename, reorder, and retire stages without a migration. Give each stage a colour and a win probability, so the board and the dashboard show a weighted forecast alongside the raw total. Every object can have more than one pipeline, because a new-business pipeline and a renewals pipeline behave differently and shouldn’t be forced to share stages.
Moving a card is an event other things can listen to
Dragging a card to “Proposal sent” can create a task for the owner, notify a teammate, and send a follow-up email. You configure that once on the stage rather than remembering to do three things by hand, and it fires the same way whether the move came from the board, the record page, or an automation.
- SLA hours per stage, with an automation trigger when a card overstays
- At-risk deals surfaced on the dashboard’s “Needs attention” list
- Per-lane totals and a weighted forecast from each stage’s win probability
- Every stage change recorded on the record’s timeline with a timestamp
Tasks that belong to the work
A task lives on the record it is about, so the person picking up a deal sees what is outstanding without asking. “My day” gathers what is overdue and due today across every pipeline, and reminders go out before something slips rather than after.
- Recurring tasks, subtasks, and blocked-by dependencies
- Tasks as a list, a board, or a calendar
- Reminders before a task is due
- Bulk reassignment when someone is out
Can two teams use different stages on the same object?
Yes. Multiple pipelines per object exist for exactly this, so new business and renewals can each have their own stages.
Can I see a forecast?
Yes. Each stage carries a win probability, so the board and the dashboard show a weighted pipeline next to the raw total.
Does reordering stages lose history?
No. Every stage change is recorded on the record’s timeline with a timestamp and who made it, so what actually happened survives a restructure.
How do I spot deals going stale?
Set SLA hours on a stage. Cards that overstay show up as at-risk on the dashboard, and the breach can start an automation: a task for the owner, a note to their lead, or a nudge email.
Steps 2 and 5 of the customer journey.
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