Pipeline
that actually moves.
Drag-and-drop kanban, custom stages per pipeline, win-probability scoring, stage history, weighted forecast. Built so your sales team will actually update it.
Part of one app, not another tool to wire up. Why we built Clkly this way
The deals board you wish Pipedrive shipped.
Kanban that drags
Drag to advance stages. Hover to see contact + value. Click to open the full record without leaving the board.
Custom stages
Per pipeline. Lead - Qualified - Proposal - Won. Or your own 12-step beast. We do not police your process.
Win-probability scoring
Every stage carries a default close-rate. Override per deal. Weighted forecast updates as you drag.
Stage history
Every move logged with timestamp + actor. See where deals stall, who moves what, which stages bleed time.
Weighted forecast
This month, this quarter, next quarter. Closed-won + open*probability. The number your CFO trusts.
Multiple pipelines
New business, renewals, partnerships, upsell. Different stages, different owners, one CRM.
A deal is not an island.
Every deal links to a contact, a company, the emails you sent, the tickets they raised, the invoices that closed. One record, full context.
- Filter on anythingOwner, stage, value, last activity, source - save as a view.
- Auto-create from formsInbound lead form -> contact -> deal in the right stage, in one event.
- Win + loss reasonsRequired dropdown on close. Build a real picture of why you win.
Deals & pipeline FAQs
What is a CRM deal?
A deal is a single sales opportunity tracked through your pipeline stages from first contact to closed-won or lost.
- Holds the value, stage and owner of one opportunity
- Moves across a kanban board as it progresses
- Links to the contact, company, emails and quotes behind it
In Clkly a deal is the unit your whole sale revolves around, so everything about an opportunity lives in one record.
Related: Sales pipeline · Contacts
Can I create custom pipeline stages for my deals?
Yes - each pipeline can have its own stages, so the board matches how your team actually sells.
- Name and order stages per pipeline
- Run separate pipelines for new business, renewals or upsell
- Set a default win-probability on every stage
Custom stages mean the deals board reflects your real process rather than forcing you into a fixed template.
Related: Sales pipeline · Spaces
How does win-probability scoring and weighted forecast work?
Every stage carries a default close rate that you can override per deal, and the weighted forecast multiplies open value by that probability.
- Drag a deal forward and its probability updates
- Weighted totals show what is realistically likely to close
- Forecast spans this month, this quarter and next
Win-probability scoring turns a list of deals into a revenue number your finance team can actually trust.
Related: Sales forecasting · Custom dashboards
Is Clkly a good Pipedrive alternative for managing deals?
Yes - Clkly gives you a drag-and-drop deals board, custom stages and forecasting without the per-add-on pricing.
- Kanban board with stage history and audit of every move
- Deals wired to contacts, quotes, tickets and invoices
- Auto-create deals from inbound forms in one event
If you have outgrown a spreadsheet but found Pipedrive thin, Clkly keeps the whole sale in one connected CRM.
Move deals, not spreadsheets.
Deals are on every plan. Pro adds custom pipelines and forecast reports.