Every deal.
One clear board.
A drag-and-drop sales pipeline that shows exactly where every deal sits, what it's worth, and what to do next. Tied to contacts, quotes and tasks so the whole sale lives in one view.
A pipeline that mirrors how you actually sell.
Custom stages
Name and order stages to match your process, not a fixed template.
Drag to progress
Move deals forward with a drag - the board always reflects reality.
Value per stage
See weighted potential revenue totalled at every stage of the board.
Connected context
Each deal links to its contact, quotes, tasks and emails.
Multiple pipelines
Run different boards for different deal types or teams.
Stage triggers
Fire follow-up tasks automatically as deals change stage.
See where revenue stalls before it costs you.
A pipeline isn't just a to-do board. When every deal shows its stage, value and age, you can spot the ones going cold and act before they're lost.
- Spot the stallsSee which deals have sat too long in one stage.
- Weight the forecastWin-probability weighting shows what might really close.
- Always up to dateA board that mirrors your process is one the team keeps current.
Sales pipeline FAQs
What is a sales pipeline?
A sales pipeline is a visual view of your deals as they move through stages from first contact to closed.
- See every deal and which stage it sits in
- Drag deals forward as they progress
- Spot where deals stall and where revenue is coming from
Clkly gives you a drag-and-drop pipeline tied to contacts, quotes and tasks, so the whole sale lives in one view.
Related: Deals · Sales forecasting
Can I customise pipeline stages?
Does the pipeline show deal value?
Yes - each stage totals the value of the deals in it, so you see weighted potential at a glance.
- Value per stage and per deal
- Win-probability weighting
- A clear read on what might close
The pipeline is not just a to-do board - it is a live picture of potential revenue.
Related: Sales forecasting
How does the pipeline connect to the rest of the CRM?
Every deal links to its contact, quotes, tasks and emails, so context travels with it.
- Open a deal and see the whole relationship
- Trigger follow-up tasks as stages change
- Quote and invoice straight from the deal
Because the pipeline shares data with the rest of Clkly, moving a deal moves everything with it.
See your whole pipeline in one view.
Drag-and-drop deals, weighted value per stage, and context that travels with every sale.