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Pipeline

A visual sales pipeline for opportunities, stages, owners and next actions across leads, customers and agents.

Pipeline hero image
Modular

Turn this workflow on only when the brand needs it.

Brand-led

Keep the customer-facing experience consistent with the storefront.

Connected

Let the add-on work alongside products, customers and tenant tools.

WHY IT MATTERS

Turn every prospect and opportunity into a visible next step.

Pipeline gives agents and office teams a shared board for B2B opportunities. Move cards through custom stages, assign responsibility and keep next actions visible beside leads, customers and route work.

01
Activate

Enable the add-on from the module system.

02
Configure

Shape the workflow around the tenant and brand.

03
Grow

Add more modules when the system needs them.

PRICING

Choose the way you want to start.

Keep it simple: free, monthly or yearly — whatever fits the stage your brand is in.

Free Free

Included as a free add-on. Activate it when the workflow becomes useful.

FAQ

A few things people usually want to know.

Short answers, so it is easier to understand how the add-on fits into the brand.

What does the Leads add-on do?

It gives the team one place to collect, sort and work with prospects from fairs, routes, forms or manual entry.

Can leads be assigned to reps or teams?

Yes. The workflow can be structured around ownership, follow-up and status so no lead gets lost.

Can it connect to route planning?

Yes. Leads can support route building so promising accounts can be added into field-sales activity.

What kinds of businesses use it?

It fits B2B sales teams, agents and brands that want a cleaner prospecting and account-development flow.

Can lead data be expanded over time?

Yes. Notes, contact details, status changes and follow-up steps can grow as the relationship develops.