Pipeline & CRM

See every opportunity.
Close more deals.

Visual kanban board with drag-and-drop, smart deal cards, stage automations, and AI intelligence. Your entire sales process in one view.

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Live in the platform · Pipeline & CRM
Pipeline features

Everything you need to run your pipeline

Visual board, smart cards, automations, AI, and connected workflows.

Your pipeline at a glance

Drag-and-drop deals between stages. Each column shows deal count and total value. Sort by manual position, next action date, or deal value. Grab-to-scroll across the board. Everything visual, nothing hidden.

  • Drag-and-drop between stages
  • Stage totals and deal counts
  • Sort by value, date, or manual
  • Colour-coded stage indicators

Every detail without clicking in

Each card shows deal value, customer, next scheduled action, lead source, tags, and assigned team. Hover to see notes, a task list with priorities and due dates, and quick actions — view, clone, edit, or remove. No drilling down just to check status.

  • Value, customer, next action visible
  • Hover panel with tasks and notes
  • Lead source and colour tags
  • Assigned team avatars

Your pipeline does the work

When a deal moves to a new stage, automations fire automatically. Send an email, create tasks, notify Slack, generate a document, send for e-signing, or raise an invoice. Choose which automations to run at confirmation. Full control, zero manual steps.

  • Email, SMS, Slack on stage move
  • Auto-create tasks and documents
  • Send for e-signing automatically
  • Pick automations per move

AI that actually helps you sell

Describe your business and AI generates a complete pipeline with stages. AI calculates deal probability based on real data. AI runs needs analysis on any opportunity and enriches deal and contact data automatically. Not a gimmick: practical intelligence built into every deal.

  • AI-generated pipelines from a description
  • Deal probability calculation
  • AI needs analysis per deal
  • Automatic data enrichment

Sales to onboarding to fulfilment

Link your sales pipeline to your onboarding pipeline to your fulfilment pipeline. Deals flow across your entire business process without manual handoffs. Each pipeline has its own stages, automations, and team, but they're all connected.

  • Link multiple pipelines together
  • Deals flow across workflows
  • Separate stages per pipeline
  • Templates: inbound, outbound, onboarding
Pipeline questions

Everything you need to know

Deal name, value, customer, next scheduled action with colour-coded date, lead source, tags, and assigned team members. Hover over any card to see notes, a full task list with statuses and due dates, and quick action buttons.
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The last piece

Two ways to
meet FinalPiece.

Talk to Evie right now, or book a real human for a deeper walkthrough. Whichever feels right.

01 · Talk to Evie

Pick up the phone.

Hear her in 10 seconds.

Evie
VOICEMeet Evie
  • RealHer voice passes for human.
  • SmartKnows your prices, hours, and trade.
  • PatientPolite, attentive, never has a bad day.
or
02 · Book a demo

Pencil us in.

60 minutes with a real human · Google Meet · Free.

August 2026
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