Pipeline management
See where every deal stands at a glance
A visual Kanban pipeline you drag the way you think. Weigh deals by value, get automatic follow-up tasks and forecast your revenue weeks ahead — no spreadsheets, no chaos.
14 days free · no credit card · live in 5 minutes
32%
More deals won
2.4×
Faster deal cycle
11h
Saved per week
500+
Teams live
Visual Kanban board
Drag your deals to the next stage — literally
No lists, no spreadsheet rows. Your pipeline is a living board: click, drag, done. Every deal card shows name, value, expected close date and the owner at a glance. Colour codes highlight deals that urgently need attention.
- Drag-and-drop between unlimited stages and pipelines
- Deal cards with value, contact and deadline in one view
- Colour highlights for overdue and high-priority deals
Forecasting & win probability
Know next month's revenue before it arrives
Set a default win probability per stage (e.g. "Quote sent = 60%"). The system automatically calculates your weighted forecast across all deals. You — and your investors or management — can see exactly what's in the pipeline and when it will close.
- Weighted revenue forecast by week, month or quarter
- Win probability configurable per deal and per stage template
- Compare current pipeline snapshot with previous period
Automatic follow-up tasks
Never let a deal slip through the cracks again
As soon as a deal moves to the next stage, the system automatically creates the matching task — schedule a call, send the quote, follow up on the contract. Your team always knows the next step, with no manual thinking required.
- Task templates per stage — fully customisable
- Automatic reminder when a deal stalls too long
- Link email sequences directly to pipeline stages
Multiple pipelines
One CRM for all your tracks and product lines
Agencies handle new clients differently from existing ones, and a website project runs differently from a retainer. Create a dedicated pipeline for each track with its own stages, fields and automations — data never gets mixed up.
- Unlimited pipelines — per team, product or client type
- Own fields, stages and follow-up rules per pipeline
- Combined overview: all pipelines in one master dashboard
More capabilities
Everything you need to stay in control
Filter, signal and report — your pipeline keeps working even when you aren't.
Smart filtering & segmentation
Filter your pipeline by owner, source, deal value, close date or custom fields. Save filters as views and share them with your team.
Smart notifications
Get a nudge when a deal stalls in the same stage too long, a deadline approaches or a contact replies to a quote.
Sales reporting
Deals won, lost, average cycle length, conversion by stage — always up to date and exportable to PDF or Excel.
"The pipeline finally gives me real grip on revenue. I can see weeks ahead what's coming in and which deals need attention. My team now closes 40% more deals than last year — without adding headcount."
Liesbeth Bakker
Sales manager · Bouwgroep Noord
Compare
How we compare to Pipedrive
All the pipeline power of Pipedrive — plus quotes, invoices and marketing in the same tool, at less than half the price.
| The Agency CRM | Pipedrive | |
|---|---|---|
| Visual drag-and-drop pipeline | ||
| Unlimited pipelines | Paid add-on | |
| Weighted revenue forecast | ||
| Automatic follow-up tasks per stage | Limited | |
| Quotes & invoices built in | ||
| Marketing & email flows built in | ||
| AI assistant included | Add-on | |
| Monthly price | €49 (flat) | €49+ /user |
Discover more
Everything connected to your pipeline
Frequently asked questions
Unlimited. You can set up a dedicated pipeline per client type, product line or team — each with its own stages, fields and automations.
In the product
See it in action