A sales pipeline that keeps itself up to date.
Sales pipeline software for small business that does the boring part for you. Drag deals forward, see what is likely to close, and let customer replies and paid invoices move deals on their own.
Free plan, no card needed. Or book a demo.
See every deal and where it stands.
Your pipeline is a board of stages. Drag a deal to the next column when it moves, or open it to see its activity, notes, tasks, emails and files.
- Start with New Leads, Qualified, Proposal Sent, Negotiation, Won and Lost
- Double-click a stage title to rename it. Deals are never deleted with a stage
- Mark as won or Mark as lost, with an optional reason
Deals move when customers reply or pay.
Switch on "Keep it current automatically" and your board updates as things happen. Every move is written to the deal's history with the reason, so you can always see why.
- A reply moves the deal out of the first stage
- A paid invoice marks the deal won
- Chip suggests a deal right from an inbox conversation
Chip flags the deals that need you.
Chip watches your deals as invoices get paid and conversations go quiet. It puts the ones worth a look at the top of the board, with a suggested next step you can accept in one click.
- "Chip spotted N deals to look at", with Move to {stage}
- Insights: Follow-up reminders, Stalled deals and At risk
- Suggested next actions, like "Share pricing proposal"
Know what's likely to close this month.
The Forecast tab weights your open deals by stage, so you get a realistic number instead of a hopeful one. Analytics shows how many deals you created and won, and where they sit.
- Forecast Revenue, Win Rate and Open Deals
- Deals likely to close soon
- Filter by owner, value ("Worth at least") or close date
One pipeline for sales. Another for renewals.
Most businesses sell more than one way. Create a pipeline for each, with its own stages, colours, owner and currency, and switch between them from the top of the board.
- Purposes like "Manage renewals and extensions"
- Stage Builder with colours for every stage
- Private or shared with everyone, and a default deal currency
From first chat to paid invoice.
A deal starts with a conversation and ends with a payment. Both happen in startbuddi, so the pipeline always knows.
-
They message you
On WhatsApp, email or website chat. Chip suggests creating a deal.
InboxCreate deal -
The deal moves forward
Replies move it on, and you drag it the rest of the way.
Pipeline -
They pay the invoice
The deal is marked won on its own.
Money ManagerPaystackStripe -
You invite them in
Chip offers to create a client portal for the new client.
Client portal
CRM talks to the rest of your business.
Everything below shows up on the client's record on its own, so you never piece the story together by hand.
Ask Chip. It already knows your clients.
Chip works from your own records, so the answer comes with names, amounts and dates, and a next step you can take in one click.
Which plans include the sales pipeline?
The sales pipeline is on every plan, including Free. Plans differ in how many contacts and seats you get; every paid plan starts with a 30-day trial.
- FreeIncluded, free forever
- StarterIncluded, 30-day trial
- GrowthIncluded, 30-day trial
- ScaleIncluded, 30-day trial
More in Customers
Questions about the sales pipeline
Can I have more than one sales pipeline?
Does a paid invoice really close the deal?
Can I track deals in naira?
Is there a free kanban CRM for startups?
How accurate is the forecast?
Stop guessing what's closing.
Put every deal on one board and let it update itself as customers reply and pay. Free to start.
Or book a demo and we'll set it up with you.