Kanban across eight stages with owner, value, win probability and overdue flags per card
Sales CRM · Sales CRM
Visual Pipeline
The whole book of business on one board
app.quipcom.ai
In detail
What Visual Pipeline does
Part of Sales CRM in QuipCRM — Sales CRM. The foundation. One accountable record per opportunity, a visual pipeline, and reporting at every altitude — rep, team and board.
Total and weighted pipeline recalculate as deals move between stages
High-value negotiations route to a manager approval gate before they progress
Where it fits
One accountable record for every opportunity
Visual Pipeline is 2 of 8 modules in this area. Each one works on the same record.
The Sales CRM workflow, end to end
Visual Pipeline supports this flow alongside the other Sales CRM modules.
- 01
Capture
Leads arrive from website forms, WhatsApp, email, campaigns or manual entry. QuipAI scores each one on arrival, so the queue is ordered before anyone opens it.
- 02
Engage
Multi-channel sequences and templates work the lead across email and WhatsApp. Every reply lands back on the record, and follow-up rules make sure nothing goes quiet.
- 03
Manage
Deals move through eight stages on a visual pipeline. Weighted value recalculates as they move, and high-value negotiations route to a manager for approval.
- 04
Close & learn
QuipAI flags the deals about to slip and the process problems behind the losses. Win/loss analysis turns each closed quarter into something the next one can use.
Bring one real pipeline.
We’ll map your stages, lead sources and follow-up rules live in a 30–45 minute call.