Product · Pipeline and automation

Move the deal.The follow-up runs itself.

Drag deals across a pipeline board that shows value, confidence and health at a glance. When a deal moves, a status changes or a form comes in, a workflow sends the email, waits for the reply and creates the task, all inside your working hours.

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Pipeline and smart views on every plan · Several pipelines and workflows on Essentials, Growth and Scale

OpportunitiesNew Business

Summit LogisticsProposal Sent · Raj Malhotra

$48,000

WorkflowOpportunity Stage Changed

Send Email → Wait for Event: reply, 2 days → Call TaskGoal: Reply Received

DiscoveryQualifiedProposal SentNegotiationWonLost

sample values

How it works

From first pipeline to running automation in four steps

Your first pipeline comes ready with stages. Workflows start from a template or a sentence.

Start with a ready pipeline

Discovery, Qualified, Proposal Sent, Negotiation, Won and Lost are there from day one. Add more pipelines, such as Renewals, on Essentials and above.

+ Pipelines

Add and move deals

Create a deal from the board or the lead, set value, confidence and close date, then drag it from stage to stage.

New Opportunity

Automate the next step

Pick a trigger such as a stage change, add steps like Send Email, Wait and Condition, and choose the goal that ends the run.

Add Step

Test, then switch it on

Run a test on a sample or real lead and read every step before anything is sent. Then activate.

Test run

One deal, start to finish

Drag, follow up, win. The workflow does the remembering.

Scroll to follow the Summit Logistics deal Raj Malhotra moves through New Business.

MovedRaj drags the deal to Proposal Sent.

Workflow runsThe stage change sends the follow-up and waits for a reply.

Goal metThe reply arrives, so the remaining steps are cancelled.

WonRaj marks it Won, logs why, and Summit Logistics becomes a client.

New BusinessWon

Summit LogisticsRaj Malhotra · 60% confidence

$48,000

QualifiedProposal SentNegotiationWon

Workflow · Proposal follow-up

Send EmailWait for Event: replyGoal Met: Reply ReceivedCall Task

Summit LogisticsActivity

Won · Product fit, PriceWon

Converted to client (auto)

Workflow · Goal Met · Reply Received

1 step cancelled

Email · Workflow: Proposal follow-upSent

Stage · Qualified → Proposal SentRaj

Call · Nina Alvarez · InterestedThu

Lead · CreatedLast week

sample values

What's in Pipeline and automation

Everything a team that lives in its pipeline needs

Pipeline board

Drag cards from stage to stage, or switch to a list. The summary shows open and weighted pipeline at the top.

Deal health

Deals with no activity for 14 days, or a passed close date, are flagged with a suggested next step.

Win and loss reasons

Marking a deal Won or Lost asks why: reasons, the competitor and the deciding factor.

Several pipelines

Run new business and renewals on separate boards. Essentials and above.

Won deal, new client

When a deal reaches Won, its lead becomes a client on the same record.

Workflow builder

Triggers from status and stage changes, forms, calls, contracts, invoices and more, with email, SMS, task and webhook steps.

Generate from prompt

Describe the automation in plain English, or start from one of six templates.

Smart views

Save a filtered lead list with a live count, keep it private or share it with everyone.

A closer look

Three things teams switch for

Workflows

Automation that waits for what the lead does

A Wait for Event step holds the run until a reply, an open, a completed call, a form or a booked meeting, with a timeout. Conditions branch on any field, including custom fields, and an A/B Test step splits traffic.

Goals end the run as Goal Met and cancel the remaining steps
A Send Window holds every step until working hours in the chosen time zone
Steps include Create Project, Send Survey, AI Summarize and Add to Sequence
Workflow emails include unsubscribe handling

Essentials, Growth and Scale.

Workflow · New lead follow-upActive

Started210

Goal met64

Active38

Failed1

TriggerLead Status Changed → Qualified

GoalReply Received

Send WindowMon–Fri 09:00–17:00

Wait for Event timeout24 hours

Sample numbers for illustration.

Forecast

A forecast built from each deal's confidence

Every deal carries a confidence, starting at 50. The Forecast tab in Reports sorts deals into commit at 80 and above, best case from 50 to 79, and pipeline, then shows the weighted number against target.

Commit: 80% confidence and above
Best case: 50% to 79%
Pipeline: the rest
See the deals behind the number and how the forecast moved

CommitSummit Logistics, Orbit Payments

Best caseHelios Energy, Aperture Labs

PipelineMeridian Health, Northwind Traders

Weighted forecast: $186,400 of $250,000 targetsample values

Safe changes

Test it before it touches a lead

Test run previews every step on a sample or real lead and sends nothing. Each activation saves a version you can restore, and active runs finish on the version they started with.

Run Log shows each lead's current step
Analytics shows success rate and the steps where runs stall
A run stops after 200 steps, which protects against loops
Failed steps retry 3 times before the run is marked failed

Test runPreview only

Send Email✓ preview

Wait 2 days✓

Condition: replied?→ no

Call Task✓

Nothing is sent during a test.

Works with the rest of Pitch2Sale

A stage change is never a dead end

Leads Deals, notes and stage changes sit on the lead's timeline.Clients A won deal turns its lead into a client automatically.Proposals An accepted proposal moves its linked deal to Won.Sequences Add to Sequence enrols a lead from any workflow.Calling Trigger a workflow when a call is completed.Projects Create the delivery project from a workflow step.Reports Forecast, funnels and velocity from the same deals.Goals Won deals count toward revenue and deals-won goals.

FAQ

Questions about Pipeline and automation

Which plans include the pipeline and workflows?

The pipeline board and smart views are on every plan. Several pipelines and workflows are on Essentials, Growth and Scale. Solo has one pipeline.

Can I set a probability per stage?

No. Confidence belongs to each deal, starting at 50, and you change it as the deal moves. The forecast uses it.

Can I move a deal to another pipeline?

Not yet. Create the deal in the right pipeline from the start, or create a new one there and close the old one as lost.

Can I reopen a lost deal?

Not from the board. Create a new opportunity on the same lead; the lost one stays as history.

Will a new workflow act on leads that already match?

No. Only new events from the moment you activate start runs. Use a Manual trigger to start runs yourself.

Can a workflow wait for a manager's approval?

Not yet. There is no approval step, so a run cannot pause for a sign-off.

Do workflow emails go out from my Gmail or Outlook?

No. They go from the app's own sending service, with unsubscribe handling built in.

Can I edit a workflow while it runs?

Deactivate it, change it, test it and reactivate it. Active runs finish on the old version, which stays in version history.

Move the next deal and let the follow-up run.

Get started, add your first deals, and build a workflow from a template or a sentence.