Board and table
Drag between Lead in, Qualifying, Proposal, Negotiation, Closed won. Or work a table when you need to sort. Nothing is “dropped in” from leads until you convert — the motion is explicit.
Sales pipeline CRM
A pipeline is a lie until quiet deals light up.
Most “pipeline CRM” software is a column board with a dollar total. That is not enough. The deal that kills the quarter is the one that still looks open. Saleslox puts value on the stage, stage on the card, and aging on Professional so silence is a queue.
Screenshot from the Enterprise Plan
Aging, not vibes
Professional opportunity aging and stalled-deal alerts exist because managers should not discover freeze on Friday. If it has not moved, it should not still count as healthy pipeline.
Tied to quotes and forecast
The same opportunity feeds weighted forecast and, on Pro, the quote that can become an order. Pipeline CRM that stops at sticky notes is how teams end up with a second spreadsheet.