Product

Visual pipeline that shows what's next.

Drag deals across stages. Forecast by weighted value. See where the team is overcommitted before quarter-end.

crm.leadnics.com
Visual pipeline that shows what's next. screenshot

How it works

From capture to forecast

  1. Capture

    Every scanned card or filled form becomes a deal in the right stage automatically.

  2. Move

    Reps drag deals across stages, log notes, schedule next steps without leaving the board.

  3. Forecast

    Weighted-value forecasts roll up by team, rep, or stage in real time.

Capabilities

What's inside the pipeline

01

Custom stages

Match your sales process — not a vendor's template.

Custom stages screenshot
02

Weighted forecast

Each stage carries a probability; quarter view updates in real time.

Weighted forecast screenshot
03

Rep dashboards

Per-rep boards filter to their own deals; managers see the full team.

Rep dashboards screenshot
04

Activity timeline

Every email, call, and meeting attached to the deal — automatically.

Activity timeline screenshot
05

Bulk actions

Move 20 deals across stages in one drag.

Bulk actions screenshot
06

Pipeline reports

Average deal size, win rate, time-in-stage by team and segment.

Pipeline reports screenshot

Questions

Pipeline FAQ

Still deciding?

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Can I have multiple pipelines?

Yes. Sales, partnerships, renewals — each gets its own pipeline with its own stages.

How does forecasting work?

Each stage carries a probability you set. Open deal value × stage probability = forecast contribution.

What happens when a deal stalls?

Stage rules can auto-tag deals, notify reps, or trigger a re-engagement sequence.

See the pipeline running on your data.