Sales
CRM & sales pipeline
Link contacts to their companies and move deals from Lead to Won or Lost on a pipeline board, with your own stages if you sell differently. Every deal has a value, an expected close date and a next follow-up date, and a pipeline report counts your deals by stage. Ask chat who you know at a company, which follow-ups are due, or to log a new deal.
Use this module — start trialRecord types
What you capture in CRM & sales pipeline, as it looks when you create a record.
Workflows
Track your records through the following different statuses.
CRM pipelineDeal
- Lead
- Qualified
- Proposal
- Won
- Lost
See it in action
The views that come with CRM & sales pipeline, ready from day one.
Deal
Lead2
DEAL-1
Record Name
DEAL-6
Record Name
Qualified2
DEAL-2
Record Name
DEAL-7
Record Name
Proposal2
DEAL-3
Record Name
DEAL-8
Record Name
Won2
DEAL-4
Record Name
DEAL-9
Record Name
Lost2
DEAL-5
Record Name
DEAL-10
Record Name
Illustrative sample data.
Ask it in plain English
Work with CRM & sales pipeline from Claude, ChatGPT or OnFlow's built-in chat. Try prompts like these.
Reports
- Pipeline value
Make CRM & sales pipeline yours.
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