MULTI-PIPELINE CRM
• Industry Kanban Boards
Sales & Lead Pipelines
General Sales Pipeline
GENERAL
Switch Active Pipeline
General Sales Pipeline
GENERAL
Create New Pipeline
Industry Presets
New Pipeline
Help Guide
Add Lead
0
Total Pipeline Leads
6
Active Stages
Active
Automation Engine
Multi-Tenant
Data Isolation
New Enquiry
0
10%
Drop leads here
Contacted
0
30%
Drop leads here
Qualified Lead
0
60%
Drop leads here
Proposal / Pitch
0
80%
Drop leads here
Closed Won
0
100%
Drop leads here
Lost / Cold
0
0%
Drop leads here
Industry Pipeline Presets
Choose a pre-configured multi-stage pipeline customized for your industry:
Real Estate Sales
Enquiry → Site Visit → Negotiation → Closed Won
Healthcare & Clinic
Enquiry → Consult Booked → Treatment → Follow-up
Home Services & Techs
Request → Dispatch → Assigned → Completed
B2B & SaaS Sales
Discovery → Demo Given → Proposal Sent → Contract Signed
Create Custom Pipeline
Pipeline Name
Industry / Category
General Sales
Real Estate
Healthcare
Home Services
B2B SaaS
Custom Industry
Add New Lead to Pipeline
Full Name *
Phone Number (WhatsApp) *
Email Address
Company / Org
Target Stage
New Enquiry
Contacted
Qualified Lead
Proposal / Pitch
Closed Won
Lost / Cold
Deal / Budget Value
Lead Source
Direct Entry
WhatsApp Inbound
Landing Page
Meta Ads
Referral
Requirements / Notes
Lead Details & History