Pipelines

Pipelines That Match Your Sales Process

Build deal stages that match how you actually sell. Drag and drop deals, assign tasks, and keep momentum moving forward.

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Qualified3

Northstar Co.
Ridgeline Ltd.

Proposal2

Jordan Lee
Atlas Group

Won1

Beacon Media

Your stages, your process

Your Pipeline Should Fit Your Process, Not the Other Way Around

Every team sells a little differently. When the CRM forces a fixed set of stages, reps stop updating it, and the pipeline slowly turns into a picture of what happened last month.

Without Custom Pipelines

Stages do not match how your team actually sells
Deals sit in the wrong place, or nowhere at all
The conversation that moved a deal is elsewhere
Nobody is sure what the real next step is

With Connect-CRM

Stages are built around your sales process
Deals move with a drag and drop
The related conversation is one click away
Tasks make the next step explicit

Why Custom Pipelines Help

Stages You Define

Set up deal stages that match how your team really works.

Drag and Drop

Move a deal forward without filling in a form to do it.

Tied to Conversations

Each opportunity stays connected to the messages behind it.

Clear Next Steps

Assign tasks so momentum does not depend on memory.

How Pipelines Work

Set up your stages, move opportunities through them, and keep every deal connected to the conversation that drives it.

Step 1

Build Your Stages

Create the deal stages that reflect your sales process.

Step 2

Add Opportunities

Attach a deal to the client profile it belongs to.

Step 3

Move Deals Forward

Drag a deal into its new stage as the conversation progresses.

Step 4

Assign the Next Task

Set a follow-up so the deal keeps moving.

See the Deal and the Conversation Together

A pipeline is more useful when you can see why a deal is where it is. In Connect-CRM the opportunity sits next to the messages, notes, and tasks that belong to the same client.

Open a deal and see the related conversation
Review notes before your next call
Keep the follow-up task on the deal
Track opportunities through your own stages

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Pipelines Are Included in Every Plan

Customizable pipelines are part of Connect-CRM from the entry tier, not an upgrade you have to plan for.

Starter
€39
per user / month, billed annually
Included
Growth
€69
per user / month, billed annually
Included
Scale
€129
per user / month, billed annually
Included

Pipelines are available on all plans: Starter, Growth, and Scale.

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Frequently Asked Questions

Yes. Connect-CRM includes customizable pipelines so teams can track opportunities through their sales process.

Build a Pipeline That Matches How You Sell

Start your 14-day free trial of Scale and track every opportunity next to the conversation behind it.

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