Know which enquiries
are actually going to close.
A board of every deal in play, what it is worth, and what happens next. Move a card and the follow-up sends itself. Nobody has to remember anything.
What a stage can trigger the moment a deal lands in it
Four things it does, working.
This is the real Pipeline app. Pick a tab and use it.
Leaving a stage cancels anything that stage had queued. A deal that moves from Contacted to Won never gets the we have not heard back text two days later, which on a text message would be a real charge for a message that should never have gone.
History
Move it
Tag it
Won and Lost are not a separate switch you can forget to flip. They come from the stage, so a deal sitting in Won can never still read as open.
A board that chases people for you.
There is no separate status anybody can forget to change, which is how a board ends up with a deal sitting in Won still showing as open. Move the card and the outcome follows it, every time, including when you rename or re-classify a stage later.
Email, text, remind a teammate, write a note, move the deal on, add or remove a tag, loop somebody in, hand it over. Each with its own delay, from straight away to ninety days, or a number you type yourself.
Somebody who buys on Tuesday does not get the sorry we missed you text on Thursday. Cancelled runs are marked rather than deleted, so why did my follow-up not send has an answer you can actually read.
The queue is swept every sixty seconds, so after one minute is not quietly after fifteen. Nothing retries silently either: every run ends sent, skipped or failed with a written reason, because a retry loop on a billable text is how a balance empties overnight.
Every deal points at a contact, so the email and text automations have somewhere to go and the whole history sits on that person's record. A deal made from a contact appears on the board, and one made on the board appears on the contact.
Sales on one, referrals or aftercare on another. Each has its own stages and its own automations, and deleting a stage that still holds deals is refused with the count rather than quietly taking the work with it.
Pipeline, answered.
A spreadsheet does not send the follow-up. Every stage can trigger emails, texts, reminders and notes on its own, and the moment a deal moves on, anything the old stage had queued is cancelled. That is the part nobody keeps up with by hand.
Website forms, chat, phone calls, Facebook lead ads and appointments all create a contact, and a deal can be raised from any of them or straight on the board. You are never retyping somebody who already enquired.
Yes. A new board comes seeded with New, Won and Lost so it works immediately, and each one keeps its own stages, deals and automations. Nothing is shared between boards.
Fine. Outcomes are recalculated whenever a stage's type changes, so re-classifying a stage as Won correctly settles every deal already sitting in it rather than leaving a mix.
Yes, and it is charged against your wallet before it sends, with an automatic refund if the send fails. If the balance is short the run is skipped and says by how much, rather than failing silently.
Leaving a stage cancels that stage's pending runs. It is the single most important rule here, because the alternative is a chasing message landing on a customer who paid two days ago.
Yes. A reminder goes to any number of team members plus the deal owner if you want, through whichever channels each person chose. The one who should chase a deal is often not the one who owns it.
It is refused, and you are told how many deals and which stages. The rows would otherwise cascade away silently, so somebody tidying their board would destroy live work and only notice much later.
Every deal carries a value and a contract type, one-time, monthly or yearly, so the column totals mean something. The dashboard card shows open deals, what they are worth, what was won this month, and warns when open deals have gone two weeks with no activity.
Bring your real enquiries.
Book a call and we will set your stages up the way you actually sell, then turn on the two automations that make the biggest difference. Month to month, and nothing to sign.
