Pipelines

Establish pipelines, craft proposals complete with quotes and contracts, engage with clients through SMS, and enjoy automated pipeline actions at each stage.

App screenshot

How It Works

Pipeline Generation

Attach Scheduling Links, Contact Forms, Dynamic Forms, and Bio Links to Your Pipeline for Enhanced Deal Flow. Once these channels are set up, every interaction triggers automatic creation of a new deal in your pipeline.
Projects Hub Quotes

Pipeline automation

Streamline your pipeline management!

Select from four distinct pipeline automations: streamline communication with message automation, effortlessly schedule meetings using the meeting automation, deliver proposals through the proposal automation, and seamlessly transition deals into projects via the project automation.
Projects Hub Quotes