Sales pipelines

See every deal. Miss nothing.

A visual board for the way you actually sell. Drag a deal forward, watch the forecast update, and let CxTrack flag the ones going quiet before they go cold. Every dollar in view, nothing left to chance.

CxTrack visual sales pipeline with a kanban board of deals across stages

Everything a deal needs to close, on one board

The pipeline is not a separate tool you reconcile against the CRM. It shares the same customer record as your calls, invoices, and follow-ups, so the board is always telling you the truth.

Drag and drop deals

Move a deal from one stage to the next with your mouse. No forms, no wasted clicks. The board reflects exactly where your revenue sits right now.

Stages that match your process

Build the pipeline around how you actually sell. Three stages or a dozen, your call. No generic template designed for someone else's business.

Revenue forecasting

Projected revenue by stage, probability, and close date. You see the month before it happens, so there are no surprises at the end of it.

Stale-deal alerts

A deal goes quiet, you hear about it before it goes cold. Automatic nudges keep momentum and keep nothing sitting untouched.

Multiple pipelines, one view

Different products or different teams get their own pipeline. Leadership still sees the whole board on a single, unified dashboard.

Win and loss analysis

Learn why you win, learn why you lose, and get better at both. Decisions made on what the data shows, not on a hunch.

How it works

Set it up once. Stay ahead from then on.

Set up your stages

Map the pipeline to your real sales process in minutes. Name the stages, set the probabilities, done.

Deals move visually

Drag a card between stages. Probability and revenue update live. The whole team sees the same truth.

Nothing slips

Stale alerts, automated follow-up, and forecasting keep you ahead of every deal instead of chasing it.

Deals slipping through the cracks

Stop losing revenue to chaos.

When every deal is visible and every dollar is tracked, nothing dies in an inbox. We will show you how the board would run for your business.

Frequently asked questions

How does drag-and-drop deal management work?

Each deal is a card on a visual board. You drag deals between pipeline stages with your mouse, and the associated data, probability, revenue forecast, and next actions, updates automatically in real time.

Can I create custom pipeline stages?

Yes. You can build pipelines with as few as three or as many as a dozen-plus custom stages. Each stage can carry its own probability weighting, required fields, and automated actions that trigger when a deal enters or exits.

Does CxTrack forecast pipeline revenue?

It calculates projected revenue by combining deal value with stage probability and close date. You get a live forecast of expected revenue by week, month, or quarter, so you always know where you stand.

How does deal tracking stop leads from falling through?

CxTrack flags deals that have not progressed within the timeframes you define. The deal owner gets an alert, and optional automations can trigger follow-up messages or task assignments to re-engage cold opportunities.

Can my whole team see the same pipeline?

Yes. Managers see the full pipeline across the team. Individual reps see their own deals by default. Role-based permissions control exactly who sees what, so sensitive deal data stays protected.

What reporting comes with pipelines?

Win and loss analysis, stage conversion rates, average deal velocity, and revenue forecasting. Every metric updates in real time as deals move through your pipeline.

Still have a question? Email manik.sharma@cxtrack.com.

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