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Sales pipeline

Every opportunity, from enquiry to a yes. A board for the deals in play, a list for working through leads, and a handover to client management the moment you win.

See what connects

The board

Every deal, by stage

Proposal
2 deals
Harbour Finance
Closes 31 Oct
$8,400
Junction Dental
Closes 14 Nov
$3,200
Weighted
$9,100

The lead

One screen per person

Harbour Finance
Sarah Chen
Score
Warm
Qualification
3 of 5
Next step
Follow up Thursday
Book a call

Board and list

Drag deals between stages you define. Switch to the list to group, filter and save views.

Deal types and call sheets

Each deal type carries its talking points and qualification questions, and works as a call sheet.

Lead scoring

Score every lead and let the bands show who to call first.

Overview and targets

Set a target and watch the scoreboard and pipeline health against it.

From a won deal to a client record

Winning the work is the start of the next part.

Mark a deal won and Stack sets the client up in Client management from a template you choose — contacts, onboarding checklist and first tasks, nothing retyped. The portal is one step further.

Client management

Harbour Finance
Won · $8,400
Client record
Created
Onboarding
Website redesign
Open client

How it works

From a first conversation to a won deal.

New lead
Harbour Finance
Sarah Chen
From contact
Add to pipeline

Add the lead

From an email, a contact, or a CSV with column mapping into the deal type you choose.

Qualification
Harbour Finance
Budget confirmed
Decision maker
Timeline

Qualify on the call

Talking points and qualification questions sit on the lead, so every call covers the same ground.

Website redesign
$8,400
Won
Set up client

Win it, hand it on

Mark it won — or lost, with a reason — and the client record is set up from a template.

A few things about the pipeline

Yes. Sales is part of Pro and Team, and we switch it on for you during setup.

One pipeline per workspace, with stages you name and reorder yourself.

Yes, from a CSV with column mapping into the deal type you choose. There is no one-click importer from HubSpot or Pipedrive yet — see Setup for what comes across on its own.

Every deal has a value, a probability and an expected close, so the board shows a weighted forecast and the overview compares it to a target you set.

Yes, with your own Twilio account: merge fields, send now or schedule, preview the first recipient, cancel before it goes.

Not in Stack. The pipeline tracks the conversation to a yes; keep the tools you already use for the paperwork.