A clear sales pipeline, from first contact to signed deal

The VODOO CRM pipeline shows your deals as columns (kanban) or as a list, with their value, probability, owner and the number of days spent in each stage. Drag and drop moves a deal forward, and every stage change can trigger a workflow: follow-up, task, email or SMS.

What you can do

  • Kanban view with drag and drop, or list view.
  • Value, probability, owner and tags on every deal.
  • Days in current stage, to spot deals that stall.
  • Won, lost or abandoned deals.
  • Several pipelines (one per business line or team) from the Standard plan.
  • “Stage changed” trigger and “move in pipeline” action in workflows.

Get started in three steps

  1. 1

    Create your pipeline from the default template or empty stages.

  2. 2

    Add deals linked to an existing or new contact.

  3. 3

    Attach a workflow to key stages: follow-up after a quote, task after a win…

Plans

Included in every plan: 1 pipeline on Basic, unlimited pipelines from Standard. See pricing

Frequently asked questions

Can I have several pipelines?

Yes, from the Standard plan: one pipeline per business line, product or team. The Basic plan includes one.

Can a stage change trigger an action?

Yes. The “Pipeline stage” trigger starts a workflow when a deal changes stage, to send an email or SMS, create a task or add a tag.

How do I spot stuck deals?

Every deal shows how many days it has spent in its current stage, right on the card.

Related features

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