Deals in people's heads
Nobody can see what's in play without asking each rep.
CRM · Sales Pipeline
Sales pipeline software with drag-and-drop boards.
A sales pipeline shows every open deal as a card in the stage it has reached. In Flaxxa CRM you build a pipeline per sales process, give each stage a win probability, drag deals across the board as they move, and let automations act on each stage change.
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Capabilities
Everything CRM ships with.
◉
Lead management
◇
Pipelines & deals
✦
Stage automations
⌬
Sequences
◐
Scoring & forecasts
▣
Quotes, meetings & API
The full feature list→ Start free
- Pipelines per workspace
- Multiple
- Deals between stages
- Drag
- On every stage
- Probability
- Rotting deals
- Flagged
01 / 04
Why do sales teams lose track of deals?
Stages that mean nothing
Without clear stages, every deal is "in progress" until it isn't.
Quiet deals
A deal can go weeks without contact before anyone notices.
02 / 04
How does a pipeline work in Flaxxa CRM?
Build the pipeline
Name it, add stages in order and give each a win probability.
Add deals
Create deals or convert qualified leads; each lands on a stage with its value and close date.
Drag to progress
Move cards across the board; the move is recorded with time spent in the last stage.
Let rules act
Automations and sequences on a stage run when a deal or lead arrives in it.
03 / 04
What can you do with Flaxxa CRM pipelines?
Several pipelines
One per product, team or process, each with its own stages.
Stage probabilities
Used to weight the forecast and as the baseline for win prediction.
Lead and deal boards
Work leads before conversion and deals after it.
Reorder stages
Change the order or add stages as your process changes.
Rotting deals
Deals idle past your threshold are flagged hourly.
Stage automations
See which stages have automations attached, right on the board.
04 / 04
What changes when the pipeline is visible?
One picture
Everyone works from the same board.
Honest stages
Clear stages with probabilities behind them.
No silent deals
Idle deals are flagged before they're lost.
Keep exploring
More CRM capabilities
Deal Tracking
Track deals with values, currencies, close dates, products and discounts. Send PDF quotes with a web link, flag rotting deals and log every activity.
Sales Automation
CRM workflow automation: when a lead is created, moves stage or is qualified, assign it, tag it, create a task, enrol it in a sequence or call a webhook.
Forecasts & Reports
Sales forecasting and CRM reports: weighted forecasts by month, quarter or year, win rate, conversion by source, team performance and pipeline by stage.
FAQ
Sales Pipeline: common questions
Software that shows your open deals as cards in columns, one column per stage. You drag a deal to the next stage as it progresses, so the team and the forecast always see the same picture.
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Try Flaxxa CRM free.
Spin up a workspace and put Sales Pipeline through its paces.
Free plan · No credit card · Cancel anytime