Drag-and-drop deal stages, stage automation, multi-pipeline support, weighted forecasting, win-loss reporting.
Sticky notes and a spreadsheet do not scale beyond about ten deals. The visual pipeline shows every deal at every stage, with the dollar total at the top of each column and the deal age on the card. The team checks one screen each morning and the picture answers the question every morning starts with: what needs my attention today.
Most small teams run their sales pipeline as a mental model held by the owner and two senior reps, supported by sticky notes on a wall and a spreadsheet nobody updates after Tuesday. The mental model breaks when the team grows past three reps, when the deal volume passes a hundred a month, or when the owner is on holiday. The spreadsheet was never the source of truth, it was the trailing record of the source of truth.
The Connect Zero CRM pipeline shows every deal on the first screen. Columns are the stages. Cards are the deals. The header of each column shows the dollar total. The card colour changes when a deal has not moved in five days. The pipeline view is the screen the sales team checks first thing each morning, and the picture answers the morning question without anyone needing to ask.
The drag-and-drop board shows every deal at every stage. No deal hides in a spreadsheet tab. No deal lives only in a rep's head. The owner sees what is in flight without asking.
The forecast view rolls each deal's value by the win-probability of its current stage. The forecast updates in real time as deals move. The number on the dashboard is closer to the number on the bank statement.
Every closed deal logs a win or loss with a reason. The reporting view shows reasons by sector, by rep, by month. The team learns from the losses without re-running the same conversation.
The product supports unlimited pipelines per account at no extra cost. The common shapes: a new-business pipeline, a renewals pipeline, a partner-referral pipeline. Pipelines do not share stages by default; each is independent. Deals can move between pipelines (a lead that becomes a customer can spawn a maintenance-pipeline deal automatically via a workflow). The reporting view rolls metrics up across all pipelines or filters to one.
For multi-pipeline teams, the dashboard ships a default view of the largest pipeline by deal value, with collapsible expanders for the rest. The team that needs to see only one pipeline pins it as their default; the owner who needs to see them all opens the rollup.
Every stage change can trigger a workflow. The most common patterns: deal-won fires the quote-to-invoice conversion, deal-moved-to-proposal fires the proposal-sent SMS, deal-stuck-in-stage fires a reminder to the rep. The trigger catalogue lives on /crm/workflows/ and covers every stage event.
Stage automations work without code. The owner picks the trigger from a drop-down, picks the action, sets the wait, turns it on. Most teams turn on three stage workflows in the first fortnight and add more as the pattern shows itself.
Pricing details and current plan options are on the pricing page.
Inbox threads attach to deals automatically. Reply from the inbox, the message logs on the deal.
WorkflowsStage triggers in the full catalogue. Move a deal, fire any workflow.
ReportingConversion rate per stage, win-loss reasons, forecast vs actual. Built into the dashboard.
InvoicingDeal-won triggers the quote-to-invoice conversion. Pay-by-link to the customer in one step.
CalendarsDeal-stage-changed fires a booking link for the scoping call. No back-and-forth.
FAQPipeline-specific questions answered: multi-pipeline limits, weighted forecast tuning, migration paths.
Sector templates ship in the product. Pick the closest match, adjust the stages, import existing deals from a CSV. By the end of the day, the pipeline view is the screen the sales team checks first.
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