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Features / Pipelines & Kanban

Visualise your sales pipeline

Drag-and-drop Kanban board with customisable stages, deal values, win probability, and configurable lead sources. See your entire pipeline at a glance and close more deals.

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What you get

Drag-and-drop Kanban board for deal management
Customisable pipeline stages — add, rename, reorder
Deal values with currency support and win probability
Lead source tracking via configurable dropdown
Deal Won workflow — create invoice and Asana project in one dialog
Quick-create deals from any view
Filter and sort deals by stage, value, or owner
Activity timeline on every deal record
Pipelines & Kanban screenshot

How it works

Get up and running in minutes, not days.

1

Set up your stages

Customise pipeline stages to match your sales process — from lead through to won. Rename, reorder, or add new stages any time.

2

Add and manage deals

Create deals with values, assign owners, set lead sources, and drag them across the Kanban board as they progress.

3

Win and deliver

When a deal is won, the Deal Won dialog creates an invoice and spins up an Asana project automatically — zero admin.

Frequently asked questions

Yes — create, rename, reorder, and delete stages to match your exact sales workflow. Changes take effect immediately.
The Deal Won dialog appears, letting you create an invoice (optionally push to Xero) and create an Asana project from a template — all in one step.
Yes — configure lead sources in workspace settings (e.g. Referral, Website, BNI). Every deal can be tagged with its source for ROI reporting.

See how Pipelines & Kanban fits your business

Explore solutions tailored to your industry or use case.

For Marketing Agencies Referrals & BNI For Trades & Field Services

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Ready to try Pipelines & Kanban?

Start free today — no credit card required. Set up in under 5 minutes.

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