Sales Pipeline
A sales pipeline that lives where your leads already are
Every WhatsApp lead can become a deal on a drag-and-drop board. Move it through your stages, log notes, collect payment and see what you'll close this month — without exporting to another tool.
What you get
Why teams choose sales pipeline in LeadForGrow
A board you can shape
Start with New lead → Won or design your own stages, colours and win probabilities. Won and Lost stages close deals automatically.
Deals create themselves
Turn on auto-create and every new WhatsApp contact lands in your first stage. Or create deals from a flow once a lead qualifies.
Forecast you can trust
Pipeline value is weighted by each stage's win probability, so the number reflects reality rather than optimism.
Full activity trail
Stage moves, notes, value changes and payments are logged with who did what and when.
Sales reports
Revenue won per day, win rate, average deal size, sales cycle, a team leaderboard and why deals are lost.
Get paid in the deal
Send a payment link from the deal. When it's paid, the deal records it and your flows can react.
How it works
From setup to results in four steps
- 1
Set your stages
Keep the defaults or rename, reorder and recolour them to match how you sell.
- 2
Capture leads
Add deals manually, auto-create from new chats or create them inside a flow.
- 3
Work the board
Drag cards between stages, assign owners, set expected close dates and add notes.
- 4
Review the numbers
Open Sales reports to see revenue, conversion and where deals stall.
Use cases
Where it makes a difference
Inbound lead handling
Ad-driven enquiries arrive as deals in New lead with the ad source attached to the contact.
High-ticket sales
Track proposals and follow-ups for admissions, real estate, B2B software or services.
Agency retainers
Follow a client from first chat to signed retainer, with payments collected in the same thread.
See it in your industry: Real Estate, Education & Coaching, Travel & Hospitality
FAQ
Questions about sales pipeline
Is this a full CRM?
It's a focused pipeline built for WhatsApp-led selling: contacts, deals, stages, owners, notes, reports and payments. If you need a full CRM, connect yours through webhooks and the API.
Can multiple people see the same pipeline?
Yes. Everyone in the workspace sees the board; agents can move and edit deals, and owners or admins configure the stages.
Can I export my deals?
Yes. Export all deals to CSV from the pipeline page.
What currency are deals in?
Deals default to Indian Rupees. Values are stored precisely, in paise, so totals never drift.
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