Manage your CRM pipeline
Track every dollar in your pipeline. Visualize your sales cycle and ensure no opportunity slips through the cracks.
What is a CRM pipeline in Clovvy?
A Kanban-style board that lets you track deals, leads, and opportunities as they move through your sales process. Each card represents a contact or deal, and you drag it between columns as their status changes.
Track every opportunity from lead to closed-won
Each card represents a contact or deal, and you drag it between columns (New Lead, Demo Booked, Proposal Sent, Deal Won) as their status changes. Add notes, log interactions, and automate movements.
- Kanban-style drag-and-drop pipeline
- Custom stages to match your workflow
- Internal notes and interaction tracking
- Automation rules that move deals automatically
Everything you need for powerful pipeline management
Kanban board
Drag-and-drop stages, internal notes, custom stage names for your workflow.
Customizable pipelines
Add, remove, or rename stages to match your specific sales process.
Visualize opportunities
Get a bird's-eye view of your business. See exactly where every lead is.
Automate lead movements
Move deals automatically when a contact makes a purchase or clicks a link.
Build a sales process that works for you
Add, remove, or rename stages to match your specific workflow, whether you are selling high-ticket coaching, B2B software, or physical products. Create pipelines for different products or sales channels.
- Unlimited custom stages per pipeline
- Name stages: "Discovery Call", "Proposal", "Negotiation", etc.
- Multiple pipelines for different products/teams
- Set stage probability percentages for forecasting
Get a bird's-eye view and automate movements
See exactly where every lead is in your dashboard, from "New Lead" to "Deal Won", and drag and drop them to the next stage instantly. Keep your team aligned with automated movements based on customer actions.
- Drag-and-drop deals between stages
- Automatically move deals when purchase happens
- Trigger movements based on email clicks or form submissions
- Real-time pipeline updates across your team
Add internal notes and log interactions
Keep your team aligned. Add internal notes to any contact profile to document calls, meetings, and deal breakers, ensuring you always have the full context before your next pitch.
- Internal notes visible only to your team
- Log calls, emails, and meeting summaries
- Assign deals to specific team members
- Set follow-up reminders and tasks
Everything you need to manage your sales pipeline
Kanban Board
Drag-and-drop deals between custom stages. Visualize your entire sales process at a glance.
Custom Stages
Create stages that match your unique sales process. Rename, reorder, or delete as needed.
Automation Rules
Move deals automatically when contacts purchase, click links, or reach certain dates.
Internal Notes
Document calls, meetings, and deal insights. Keep your team aligned and informed.
Team Assignment
Assign deals to specific team members. Track performance by sales rep.
Pipeline Analytics
See conversion rates between stages, average deal age, and win rates.
The only platform that has everything you need
Fully integrated
Pipeline, funnels, email, courses — all in one place. Deals sync automatically with customer activity.
Simple & fast
Set up your pipeline in minutes. Built by entrepreneurs for entrepreneurs.
Affordable
Free on every plan. No per-user fees, no hidden costs. Upgrade only for more features.
Sales teams love Clovvy's CRM pipeline
"The Kanban board changed how we track deals. I can see exactly where every opportunity is. Our close rate improved by 28% in 3 months."
"Automation moves deals to 'Won' automatically when a purchase happens. No more manual updates. My pipeline is always accurate."
"Having my pipeline inside the same platform as my funnels and email is a game changer. I used to pay $49/mo for a separate CRM."
CRM pipeline by plan
Free on every plan — manage your sales pipeline without per-seat fees.
| Feature | Free | Startup · $17/mo |
|---|---|---|
| Active pipelines | 1 | 3 |
| Custom stages per pipeline | 5 | Unlimited |
| Drag-and-drop Kanban board | ✓ | ✓ |
| Internal notes & interaction log | ✓ | ✓ |
| Automation rules (move deals) | 3 | 20 |
| Team member assignment | 1 | 5 |
| Pipeline analytics & reporting | ✓ | ✓ |
Frequently asked questions about the CRM pipeline
Track every dollar in your pipeline
Visualize your sales cycle, automate deal movements, and never let an opportunity slip through the cracks.
Get my free accountNo credit card required · Free forever plan · Cancel anytime