See Your Entire Sales Pipeline at a Glance
Manage deals with an intuitive kanban board. Drag-and-drop between stages, track progress visually, and close more sales faster. No training required—if you can use Trello, you can use Lead16.
Your Pipeline, Visualized
🎯 Lead
$45KAcme Corp
$15,000
2 days
Tech Solutions
$30,000
5 days
✅ Qualified
$120KGlobal Inc
$50,000
4 days
StartupCo
$70,000
7 days
📄 Proposal
$85KEnterprise LLC
$85,000
12 days
💼 Negotiation
$200KMegaCorp
$200,000
18 days
🎉 Closed
$150KInnovate Ltd
$100,000
Won!
Growth Co
$50,000
Won!
👆 Drag deals between columns • See total value per stage • Track days in stage
Why Lead16's Pipeline Works Better
Drag & Drop Simplicity
Move deals between stages with a single drag. No forms, no modals, no friction. Updates save instantly and appear in the deal history automatically.
See Deal Values Instantly
Each deal card shows the value, contact, and time in stage. Column headers display total value per stage. Know exactly where your revenue is at all times.
Customizable Stages
Match your exact sales process. Add custom stages, set win probabilities, define expected durations. Color-code stages to match your branding.
Lightning Fast
Load 1000+ deals instantly. No lag when dragging. Filter by owner, value, or date in milliseconds. Built for speed from the ground up.
Works Everywhere
Desktop, tablet, or phone—your pipeline looks great everywhere. Touch-friendly drag-and-drop on mobile. Install as PWA for app-like experience.
Works Offline
Only CRM with offline pipeline management. Update deals on flights, in basements, anywhere. Auto-syncs when back online. Never lose productivity.
Advanced Pipeline Features
Pipeline Analytics
See conversion rates between stages, average deal size, average time per stage, and bottlenecks. Identify where deals get stuck and optimize your process.
- • Conversion rates: Lead → Qualified (45%), Qualified → Proposal (60%)
- • Average time in stage: Proposal (14 days), Negotiation (21 days)
- • Win rate by source, owner, or deal size
- • Forecast revenue based on stage probabilities
Smart Filters & Search
Filter pipeline by owner, deal value, date range, tags, or custom fields. Save filter presets for instant access. Search deals by company, contact, or notes.
- • Filter: "My deals > $50K in Negotiation stage"
- • Filter: "Deals stuck > 30 days"
- • Filter: "Deals tagged 'urgent' by any owner"
- • Quick search: Type company name to jump to deal
Team Collaboration
Multiple team members can work on the same pipeline simultaneously with real-time updates. Assign deal owners, @mention teammates in notes, set permissions.
- • Real-time updates: See changes as teammates make them
- • Permissions: Control who can move/edit/delete deals
- • Activity feed: See all pipeline changes in one place
- • @mentions: Tag teammates for deal handoffs or questions
Automation & Workflows
Automate repetitive tasks when deals move between stages. Send emails, create tasks, update fields, or trigger webhooks automatically.
- • Auto-send proposal email when deal moves to "Proposal" stage
- • Create follow-up task 7 days after deal enters "Negotiation"
- • Notify manager when deal > $100K moves to "Closed Won"
- • Auto-tag deals that stay in stage > 30 days
Email Integration
Send emails directly from deal cards. All emails automatically logged. Click contact to see full email history. Reply to emails without leaving the pipeline.
- • Send templated emails with one click
- • Track email opens and link clicks
- • All Gmail/Outlook emails automatically synced
- • Set up email sequences for follow-ups
😤 Spreadsheet Hell
Managing sales in spreadsheets is painful:
- • 📊 Can't see pipeline progress at a glance
- • 🔄 Manual updates = always out of date
- • 🤝 Team collaboration = version conflicts
- • 📈 No visibility into conversion rates
- • ⏰ Time wasted updating cells instead of selling
- • 🔍 Hard to find specific deals quickly
Result: Lost deals & wasted time
✅ Visual Pipeline
Lead16's kanban board solves everything:
- ✓ See entire pipeline at a glance
- ✓ Updates automatic, always current
- ✓ Real-time team collaboration
- ✓ Built-in analytics & conversion tracking
- ✓ Spend time selling, not updating spreadsheets
- ✓ Find any deal in seconds with search
Result: More deals closed, less busywork
Perfect For Your Sales Process
Solo Sellers
Stay organized without complexity. See all your deals on one screen. Never forget follow-ups. Know exactly what to work on next.
Sales Teams
Collaborate seamlessly. Managers see team pipeline in real-time. Track individual performance. Hand off deals without chaos.
Consultants & Agencies
Manage client projects visually. Track proposals through approval. See revenue pipeline at a glance. Impress clients with professionalism.
B2B Sales
Handle long sales cycles with ease. Track multi-touchpoint deals. See which stage needs attention. Forecast revenue accurately.
Fast-Paced Sales
Move deals quickly without friction. No forms to fill out. Drag and you're done. Perfect for high-velocity sales teams.
Remote Teams
Everyone sees the same pipeline, updated live. No more "what's the status?" messages. Works offline for frequent travelers.
📈 Real Example: How Sarah 3X'd Her Close Rate
❌ Before Lead16 (Spreadsheet)
Morning: Opens Excel, tries to remember which deals to follow up on.
10am: Spends 30 minutes updating spreadsheet after morning calls.
Lunch: Realizes she forgot to follow up with a hot lead.
2pm: Boss asks "What's the status on the Johnson deal?" Has to search through 200 rows.
4pm: Teammate emails asking about deal status. Spreadsheet is out of date.
Results: 12 deals per month, 25% close rate, constant stress.
✅ After Lead16 (Visual Pipeline)
Morning: Opens pipeline. Sees 3 deals in Negotiation stage stuck > 20 days. Prioritizes those.
10am: Drags deals to new stages as she talks. Takes 10 seconds.
Lunch: Gets reminder notification: "Follow up with TechCorp (Proposal stage, 7 days)".
2pm: Boss asks about Johnson deal. Sarah shares pipeline link. Boss sees it live.
4pm: Teammate sees updates in real-time. No email needed.
Results: 35 deals per month, 72% close rate, low stress.
Sarah now closes 3X more deals in the same amount of time.
Visual Pipeline Comparison
| Feature | Lead16 | Pipedrive | HubSpot | Salesforce |
|---|---|---|---|---|
| Kanban Board | ✅ | ✅ | ✅ | ✅ |
| Drag & Drop | ✅ | ✅ | ✅ | ✅ |
| Works Offline | ✅ YES | ❌ No | ❌ No | ❌ No |
| Load Time (1000 deals) | < 1 sec | 2-3 sec | 3-5 sec | 5+ sec |
| Mobile Touch Drag | ✅ Smooth | ⚠️ Clunky | ⚠️ Clunky | ❌ Poor |
| Free Plan | ✅ Yes | ⚠️ Trial only | ⚠️ Limited | ❌ No |
| Built-in Invoicing | ✅ YES | ❌ No | ❌ No | ❌ No |
*Tested January 2025. Lead16 is the only CRM with offline pipeline management and built-in invoicing.
Frequently Asked Questions
A visual sales pipeline is a kanban-style board that displays all your deals organized by stage. It lets you see your entire sales process at a glance, drag deals between stages, and quickly identify bottlenecks. Lead16's visual pipeline makes sales management intuitive and efficient.
Yes! Lead16 lets you customize pipeline stages to match your exact sales process. Add, remove, or rename stages. Set stage probabilities and expected timelines. The default stages (Lead, Qualified, Proposal, Negotiation, Closed) work for most businesses, but you have full control.
Simply click and drag any deal card to move it between pipeline stages. The change is saved instantly and automatically logged in the deal history. You can also bulk-move multiple deals at once by selecting them and choosing a new stage.
Yes! Each deal card shows the deal value, company name, contact person, and days in current stage. The top of each column shows the total value of all deals in that stage, giving you instant visibility into your pipeline health.
Absolutely! Lead16's visual pipeline works perfectly offline. Drag deals, update values, add notes—everything syncs automatically when you reconnect. Lead16 is the only CRM with full offline pipeline management.
Yes! Team members can see and manage shared pipelines with real-time updates. Set permissions to control who can move deals, change values, or delete deals. Perfect for sales teams who need collaboration without chaos.
See Your Sales Pipeline Come to Life
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