Deals were falling through the cracks, buried in sticky notes, forgotten in spreadsheets, lost in text threads. Smart Pipeline gives you a Kanban view of every deal so you always know what needs attention and what's ready to close.
Live Preview
Watch deals move through your pipeline automatically. AI qualifies leads, updates stages, and keeps everything organized.
Features
Built for service businesses that need to track every job from first contact to final payment
Visualize every deal as a card on a drag-and-drop board. Move jobs from 'New Lead' to 'Closed Won' with a single drag.
Switch to a sortable list for high-volume teams. Filter by stage, value, assigned rep, or date in one click.
Deals advance automatically when triggers fire: estimate sent, deposit paid, appointment scheduled. Zero manual updates.
See total pipeline value at a glance. Track expected revenue by stage, rep, or service type across any time period.
Every call, message, note, and status change is logged chronologically. Full deal history, always one click away.
Tag deals by service type, lead source, or urgency. Filter your pipeline down to exactly what matters right now.
Use Cases
Know exactly where every prospect stands. See which leads need follow-up, which deals are stalling, and which are about to close.
Move a won deal straight to your job board. Pipeline and scheduling stay in sync, no double-entry, no dropped jobs.
Multiply deal values by stage probability to project next month's revenue. Make hiring and purchasing decisions with confidence.
See how many deals each rep owns, how fast they move through stages, and where they need coaching or support.
10 deals · $63,100 pipeline value