Sales Pipelines
Track deals across visual Kanban pipelines with deal value, win probability, and a unified cross pipeline view in Evox.
Sales Pipelines provide visual Kanban boards with drag and drop deal movement, support multiple pipelines, and roll every deal into a single unified table.
How it works
Each deal lives on a Kanban card in a stage column. Dragging a card to another stage updates the stage, writes an entry to the activity log, recalculates the weighted forecast, and fires any stage based automation. You can run multiple pipelines side by side, each with its own stages and rules, and view every lead and deal across all pipelines in one searchable, sortable, filterable table.
Key capabilities
- Visual Kanban board where columns are stages and cards are deals.
- Drag and drop deal movement that updates the stage, logs the change, and recalculates the forecast immediately.
- Multiple pipelines for different products, regions, or business units, each with customizable stages starting from defaults (New, Contacted, Qualified, Proposal, Negotiation, Won, Lost).
- Deal value, expected close date, and line items tracked on every card.
- Win probability per deal with stage based defaults, feeding a weighted forecast in the pipeline header.
- Unified cross pipeline table to search by name, sort by value, and filter by owner, stage, probability, or custom field.
- Stage based automation that can trigger email nurture sequences, follow up reminders, or notifications.
Tips
Pipeline activity and the email engine share one workspace, so moving a deal into a new stage can kick off an email sequence or send a template without leaving Evox.