Deals & Pipeline
A pipeline that tells the truth
Run every opportunity through configurable pipelines with stage-aware automation, forecast views and a complete record of who said what, when.
The point of it all
“A pipeline that tells the truth” — not as a slogan, but as the way the deals & pipeline workflow is actually built.
Everything deals & pipeline should do
Built deep, not bolted on — each capability shares the same records, permissions and automation engine as the rest of the platform.
Multiple pipelines
Model different motions — new business, renewals, upsell — each with its own stages and rules.
Visual kanban
Drag deals between stages with instant totals per column, so the shape of the quarter is always visible.
Deal rooms
Quotes, contracts, meetings, emails and files live on the deal — context never has to be reassembled.
Stage automation
Entering a stage can create tasks, send emails, request approvals or notify managers automatically.
Forecast views
Weighted and committed views roll deals up by owner, team and period without spreadsheet exports.
Loss analysis
Structured close reasons make lost-deal reviews specific instead of anecdotal.
Built for teams that sell together
Ownership, splits and role-based visibility keep collaboration clean. Managers see everything; reps see what they need; sensitive fields stay masked by policy.
- Owner and collaborator roles per deal
- Team and territory rollups
- Role-based field masking
- Audit trail on every change
Automation at every stage gate
The Automation Studio listens to pipeline events. A deal entering negotiation can generate a quote draft, schedule a follow-up and alert finance — without anyone remembering to.
- Triggers on stage entry and exit
- Task, email, WhatsApp and document actions
- Approval requests on discount thresholds
- Escalations when deals stall
From deal to revenue without re-typing
Quotes, sales orders and invoices are generated from the deal itself, carrying products, pricing and terms forward in one motion.
- One-click quote from deal line items
- CPQ pricing rules applied automatically
- Sales order and invoice continuity
- Contract and e-signature handoff
Works as one
Deals & Pipeline shares one Customer 360° with the rest of EazyCXM
No connectors, no sync jobs, no two systems arguing about the truth — CRM Core modules read and write the same customer data, under the same permissions, audited the same way.
The motion, end to end
Open
A qualified lead converts into a deal with account and contact linked.
Advance
Stage gates trigger tasks, documents and approvals as the deal moves.
Commit
Forecast views roll the pipeline up for managers in real time.
Close
Win triggers order, invoice and onboarding; loss captures the reason.
Deals & Pipeline, answered
Yes. Each pipeline has its own stages, probability model and automation, and deals can be moved between pipelines when a motion changes.
Threshold rules route the deal or quote to an approver before it can progress, with the full decision history kept on the record.
Columns paginate and totals are computed server-side, so boards stay responsive as the pipeline grows.
Deal line items reference live products, so availability and pricing rules flow through quotes and orders.
Each stage carries a probability, and weighted plus committed forecast views roll deals up by owner, team and period automatically.
A won deal can trigger order creation, invoicing, onboarding tasks and contract signature in one motion through the automation engine.
Every pipeline has its own stages, probabilities and automation, and deals can move between pipelines when the motion changes.
More from CRM Core
See Deals & Pipeline in action
A pipeline that tells the truth — watch it work on a flow shaped like yours.