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Sales pipeline software for founder-led sales

Sales pipeline software for startups: track deals across stages on a board or table, get a weighted forecast by close month, flag deals past their stage SLA, and read conversion and health analytics. The pipeline is free; the AI layer that scores deals and writes follow-ups is on paid plans.

What it does

A board that reflects reality without you maintaining it

Board and table views of every stage

Drag deals through the stages you define, or switch to a table when you want to scan value, owner, close date and next step in one pass.

  • Custom pipeline stages per workspace
  • Kanban board and sortable table view
  • Deal value, probability and expected close date

Weighted forecast for the quarter

Every deal contributes to a weighted forecast by stage and close month, so the number you report is derived from the board rather than estimated in your head.

  • Weighted forecast by stage and close month
  • Committed versus best-case view
  • Forecast trend as deals move

Stage SLA timers

Define how many days a deal should sit in each stage. Anything past its window is flagged on the board and the dashboard before it goes quiet for good.

  • Per-stage day limits you set
  • Breach badges on deal cards
  • Overdue-risk deals ranked on the pipeline dashboard

Conversion and health analytics

Stage-by-stage conversion rates, average days in stage and health trends over time show where deals actually die, not where you think they do.

  • Funnel conversion and drop-off per stage
  • Average days in stage
  • Deal health trend lines across the quarter

Lead import that dedupes

Bring pipeline in from a CSV or a web form. Duplicates merge against existing contacts and deals, and new leads land in the right stage.

  • CSV import with column mapping
  • Deduplication against contacts and deals
  • AI stage detection for imported leads

CSV export for the board deck

Export the forecast, conversion rates, health trends and recently worsened deals when you need the numbers outside the app.

  • Forecast and conversion exports
  • Health trend and worsened-deal exports
  • Straight into your board update

Pipeline or CRM?

The pipeline is the board. The CRM is everything around it.

If what you need is stages, deal values and a forecast, this page is the tool. If you also want contact records, activity history, AI deal scoring and automated follow-ups, that is the startup CRM — the same board with the intelligence layer switched on.

Both live in the same workspace as your goals, so pipeline work rolls up to the revenue objective it is supposed to move rather than sitting in a separate tool.

What's on each plan
  • Free — stages, deals, contacts, activity timeline and the weighted forecast
  • Operator, $29/editor seat/mo — AI deal health, follow-ups, SLA timers, analytics with CSV export, lead import
  • Command, $79/editor seat/mo — everything in Operator plus recurring investor updates and scoped data-room sharing
  • Viewer seats — free and unlimited on every plan

Questions

Sales pipeline software, answered

What is sales pipeline software?

Sales pipeline software tracks each open deal through defined stages, attaches a value and expected close date, and turns that into a forecast. Beyond the list, good pipeline software tells you which deals are stalling and what the conversion rate is at each stage.

How is this different from a spreadsheet?

A spreadsheet holds the deals but never tells you which one is slipping. This pipeline scores deal health from real activity, flags deals past their stage SLA, computes a weighted forecast automatically and turns meeting notes into follow-up tasks.

Is the pipeline free?

The pipeline itself is free forever: stages, deals, contacts, activity timeline and the weighted forecast on the board. The AI layer — health scoring, AI follow-ups, SLA timers, analytics with CSV export and lead import — is on Operator at $29 and Command at $79 per editor seat per month.

How is the weighted forecast calculated?

Each deal's value is weighted by the probability attached to its current stage and grouped by expected close month. Moving a deal forward changes the forecast immediately, so the number reflects the board rather than a separate spreadsheet.

Can I set different SLAs per stage?

Yes. Each stage gets its own day limit. Deals that overstay get a breach badge on the card and surface in the overdue-risk list on the pipeline dashboard.

Can I import my existing pipeline?

Yes, by CSV or a quick web form. Imported rows are deduplicated against existing contacts and deals, and each lead is assigned to a stage automatically, so most founders are working the board the same day.

Choosing a tool? Read what is the best CRM for a startup.

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