Pipeline
Pipeline is a built-in kanban board for managing signals through your sales process. It’s designed for teams who don’t already use a CRM—giving you a simple way to track leads from discovery to close.
Who It’s For
Section titled “Who It’s For”Don’t have a CRM? Pipeline gives you everything you need to track leads without additional tools.
Already using a CRM? You can use Pipeline for quick triage, or skip it entirely and push signals directly to your CRM via webhooks or native integrations (coming soon).
Pipeline Stages
Section titled “Pipeline Stages”Signals flow through these stages:
| Stage | Purpose | Next Steps |
|---|---|---|
| New | Fresh signals awaiting action | Reach out or ignore |
| Reached Out | You’ve sent your initial response | Wait for reply |
| Replied | The lead has responded | Continue conversation |
| Won | Deal closed successfully | Celebrate! |
| Lost | Deal didn’t work out | Learn and move on |
Additional statuses:
- No Response — No reply after outreach (can retry)
- Ignored — Not worth pursuing (requires a reason)
Using the Pipeline
Section titled “Using the Pipeline”Accessing Pipeline
Section titled “Accessing Pipeline”Click Pipeline in the sidebar to open the kanban board. You’ll see your signals organized into columns by status.
Moving Signals
Section titled “Moving Signals”- Drag and drop — Grab any signal card and drag it to a new column
- Click to update — Click a signal to open details, then change the status from the dropdown
Recording Outcomes
Section titled “Recording Outcomes”When moving a signal to Won or Lost, you can:
- Add outcome notes — Explain what happened for future reference
- Record deal value — For Won signals, log the revenue amount
- Track the reason — For Lost signals, note why it didn’t work out
This data is saved with your signal for future reference. The Won column header shows your total deal value.
Pipeline vs. CRM
Section titled “Pipeline vs. CRM”When to Use Pipeline
Section titled “When to Use Pipeline”Pipeline is ideal if you:
- Don’t have an existing CRM
- Want a lightweight way to track leads
- Have a small team (1-5 people)
- Want everything in one place
When to Use Your CRM
Section titled “When to Use Your CRM”Stick with your CRM if you:
- Already have an established sales process
- Need advanced features (forecasting, automation, etc.)
- Have a larger sales team with complex workflows
You can use both—Pipeline for quick triage, then push qualified leads to your CRM.
CRM Integrations
Section titled “CRM Integrations”We’re building native integrations with popular CRMs:
| CRM | Status |
|---|---|
| HubSpot | Live |
| Salesforce | Coming soon |
| Pipedrive | Coming soon |
| Close | Coming soon |
Request Your CRM
Section titled “Request Your CRM”Using a CRM we haven’t listed? Let us know and we’ll prioritize adding support.
Mobile Experience
Section titled “Mobile Experience”Pipeline works great on mobile:
- Swipe between columns — Navigate stages with a swipe gesture
- Tap to view details — Open signal details with a tap
- Update via detail panel — Change status from the signal detail view
Tips for Success
Section titled “Tips for Success”Keep Pipeline Clean
Section titled “Keep Pipeline Clean”- Process signals daily — Don’t let New signals pile up
- Update statuses promptly — Move signals as soon as their status changes
- Use Ignored wisely — Mark signals you won’t pursue so they don’t clutter your board
Track Everything
Section titled “Track Everything”- Log all outcomes — Even Lost deals provide valuable data
- Add notes — Future you will thank present you
- Record deal values — Essential for measuring ROI
Team Coordination
Section titled “Team Coordination”- Check before reaching out — Glance at Pipeline to see if someone else is working a signal
- Use consistent criteria — Agree on what qualifies as Won vs Lost
- Review together — Weekly Pipeline reviews help align the team