Pipeline Tracking
Visual deal pipeline. Drag and drop to move deals between stages.
Visual deal pipeline with drag-and-drop to move stages. Custom stages, deal value, win probability. Won deals convert to invoices.
How it works
Add a deal to the pipeline (customer, value, expected close date). Move it through your custom stages as it progresses. See at a glance which deals are stuck, which are about to close, and what is needed to win.
Custom stages
Configure your own pipeline stages (e.g. Lead, Qualified, Proposal, Negotiation, Won, Lost). Each stage has its own colour and probability. Aggregate views show total value at each stage.
Won deals to invoices
Won deals convert to quotes in one click. Quotes convert to MRA-fiscalised invoices in one click. The full sales cycle lives in Codeblix.
Reporting
Pipeline reports: total value by stage, conversion rates, average deal cycle, rep performance. Export to PDF or Excel.
Internal links
See CRM module, Quotes, and Email Tracking.
FAQ
Does Codeblix have a visual deal pipeline?
Yes. Visual pipeline with drag-and-drop to move deals between stages. See at a glance where every deal is and what is needed to close it.
Can I customise the pipeline stages?
Yes. Configure your own stages (e.g. Lead, Qualified, Proposal, Negotiation, Won, Lost). Each deal moves through your custom stages.
Does the pipeline integrate with invoicing?
Yes. Won deals convert to quotes, which convert to MRA-fiscalised invoices in one click.