See every deal and move it forward with a drag
Track your sales on a simple board. Make separate pipelines for different products or teams, and open any deal to see its full details.
Multiple
Pipelines, one per process
Drag & drop
Move deals between stages
1 page
With every deal detail
Inside Pipeline & Deals
What this module does, in plain words. Which modules you get depends on your plan.
Multiple pipelines
Run a different pipeline for each product, service or team.
Kanban board
See all deals by stage and drag them forward as they progress.
Deal detail
Open a deal to see its value, stage, contact and history in one place.
Linked to contacts
Each deal is linked to the contact and company it belongs to.
A board your team will actually use
If the pipeline is hard to update, nobody updates it. Clikgen keeps it simple.
- Drag-and-drop Kanban board
- Your own stage names for each pipeline
- Separate pipelines for different sales processes
- Deals linked to their contacts and companies
Works with the rest of Clikgen
Deals are not stuck in their own corner.
- Automations can create a deal for you
- “Deal won” can send a conversion back to Meta or Google Ads
- Reports and dashboards show your pipeline numbers
Built for teams like these
B2B sellers
Follow longer sales from first call to signed order.
Service businesses
Keep separate pipelines for new clients, renewals and upsells.
Managers
See what is stuck and where to help, without asking for updates.
Pipeline & Deals questions
Yes. Create as many as you need, for example one per product or team.
Yes. An automation can create a deal, for example when a lead reaches a certain status.
The board shows deal values by stage, and reports let you build your own pipeline views. There is no AI forecasting.
Works even better with
Try Pipeline & Deals free for 14 days
No credit card needed. Set it up in minutes, then pick the plan that fits.
No credit card · 14-day free trial · Data export always on