Visual Kanban pipeline management with drag and drop deal movement between stages. Create and manage multiple pipelines for different products, regions, or business units. Track deal value and win probability on every card, and view every lead across every pipeline in a single unified table. An email marketing platform where your sales pipeline finally moves at the speed your reps actually work.
Build a pipeline that matches the way your team actually sells, move deals across stages with a single drag, track every dollar of value and every percentage of probability on the card itself, and roll the whole book up into one unified view that managers can read at a glance.
Pipeline Setup
Start with default stages New, Contacted, Qualified, Proposal, Negotiation, Won, Lost or create your own. Run multiple pipelines side by side for different products, regions, or business units, each with its own stages and rules. The pipeline finally matches how your team actually sells, instead of forcing the team to bend its process to fit the tool.
Drag & Drop
Every deal lives on a Kanban card you can grab and drop into the next stage. One motion, no forms, no save buttons. As the card moves, the stage updates, the activity log writes, the forecast recalculates, and any stage based automation fires off in the background. The pipeline starts feeling less like data entry and more like a working board the team actually wants to open.
Value & Probability
Every deal carries its own dollar value, expected close date, and win probability percentage right on the card. The pipeline header shows the weighted forecast for each stage and the total for the whole pipeline, so the answer to what does this quarter look like is one glance instead of a Friday spreadsheet exercise. The math updates the moment a card moves.
Unified View
The unified cross pipeline table shows every lead and every deal across every pipeline in a single view. Search, sort, and filter the entire book at once by owner, stage, value, probability, or any custom field. Sales managers stop opening four pipelines to find one account. Reps stop wondering whether a contact already exists somewhere else in the business.
Once a sales team starts working out of a Kanban board where every deal has a value, a probability, and a clear next stage instead of a CRM that requires three clicks to update a status the old way starts to feel slow. These are the changes that show up first.
The Kanban view shows every deal, in every stage, with its value and owner on the card. The unified table rolls every pipeline into one screen for the cross business view. The questions managers used to spend a Monday hour reconstructing what's stuck, what's slipping, what's about to close become a single glance at a board the whole team is already working in.
A deal sitting in the same stage for three weeks shows up visibly on the board, not buried in a report nobody opens. The card itself flags the stall, the manager sees it, the rep sees it, and the conversation that gets the deal moving happens before the prospect goes cold. The middle of the funnel the part that quietly kills quarters finally has the visibility it deserves.
Every deal carries its own value, close date, and win probability. The weighted forecast at the top of the pipeline updates the moment a card moves. The Friday call that used to take an hour of pulling numbers and arguing about probabilities becomes a five minute review of a screen the whole team already trusts, with the math already done.
The enterprise pipeline doesn't have to look like the SMB pipeline. The North America pipeline doesn't have to share stages with EMEA. Each business unit builds its own board with its own stages, while the leadership team still rolls everything up into the unified cross pipeline view. The platform scales the way real organisations actually grow.
Move a card from Proposal to Negotiation and the weighted forecast for both stages updates in real time. No nightly batch job, no manual recalculation, no the number is from last Friday caveat in the leadership meeting. The pipeline math is always the current math, which is the only kind of forecast leadership teams can actually plan against.
The unified table puts every lead and every deal across every pipeline into one searchable, sortable, filterable view. Reporting on the whole business every product line, every region, every team happens on one screen instead of stitching four exports together. Sales operations specialists finally get their afternoons back.
The Kanban view shows every deal, in every stage, with its value and owner on the card. The unified table rolls every pipeline into one screen for the cross business view. The questions managers used to spend a Monday hour reconstructing what's stuck, what's slipping, what's about to close become a single glance at a board the whole team is already working in.
A deal sitting in the same stage for three weeks shows up visibly on the board, not buried in a report nobody opens. The card itself flags the stall, the manager sees it, the rep sees it, and the conversation that gets the deal moving happens before the prospect goes cold. The middle of the funnel the part that quietly kills quarters finally has the visibility it deserves.
Every deal carries its own value, close date, and win probability. The weighted forecast at the top of the pipeline updates the moment a card moves. The Friday call that used to take an hour of pulling numbers and arguing about probabilities becomes a five minute review of a screen the whole team already trusts, with the math already done.
The enterprise pipeline doesn't have to look like the SMB pipeline. The North America pipeline doesn't have to share stages with EMEA. Each business unit builds its own board with its own stages, while the leadership team still rolls everything up into the unified cross pipeline view. The platform scales the way real organisations actually grow.
Move a card from Proposal to Negotiation and the weighted forecast for both stages updates in real time. No nightly batch job, no manual recalculation, no the number is from last Friday caveat in the leadership meeting. The pipeline math is always the current math, which is the only kind of forecast leadership teams can actually plan against.
The unified table puts every lead and every deal across every pipeline into one searchable, sortable, filterable view. Reporting on the whole business every product line, every region, every team happens on one screen instead of stitching four exports together. Sales operations specialists finally get their afternoons back.
Build. Drag. Drop. Value. Probability. Forecast. Close. That's a sales pipeline that moves at the speed of your reps.
5100+
Sales teams closing on a
Kanban board
Sales representatives, sales managers, sales operations specialists, and revenue leaders use EVOX pipelines as the working board for every deal in the business. The Kanban view is the board. The cards are the deals. The drag is the update. The unified table is the rollup. Every team a small b2b sales unit running cold outreach or a larger organisation managing several product lines and regions gets the same speed, the same visibility, the same source of truth on what is closing and when.
Visual Board
Pipelines
Deal Value
Win Probability
Sales managers and revenue leaders stop reconstructing the pipeline from four different reports. The Kanban view shows every deal in motion, the unified table rolls every pipeline into one place, and the weighted forecast at the top tells the leadership team exactly what the quarter looks like without anyone exporting to a spreadsheet first.
A complete sales pipeline toolkit built into the same email marketing platform your team already uses. Visual Kanban, drag and drop deal movement, multiple pipelines, deal value and win probability on every card, and a unified cross pipeline table all in one workspace so the team can focus on closing, not on data entry.
Every deal lives on a card on a board you can scan at a glance. Columns are stages, cards are deals, and the whole pipeline reads like a working document instead of a database. The Kanban view is the home base for every rep and every manager, with the right level of detail for both.
Move a deal between stages with one drag. The stage updates, the activity log writes, the weighted forecast recalculates, and any stage based automation fires immediately. No edit form, no save button, no waiting the pipeline keeps up with how quickly the rep is actually thinking.
Run separate pipelines for different products, regions, or business units, each with its own stages and rules. The enterprise team gets its enterprise stages, the SMB team gets its own, and leadership rolls every pipeline up into the unified view. One platform, every business model, no compromises.
Every card carries the deal value in your currency, an expected close date, and the line items behind the number. The pipeline header shows the total value for each stage and the weighted forecast for the whole pipeline. The answer to how much is in flight is always one glance, never a report.
Set a win probability percentage on every deal, with sensible defaults per stage that any rep or manager can override on the card itself. The weighted forecast at the top of the pipeline uses the probability automatically, so the quarterly outlook reflects what the team actually thinks will happen not what the stage alone implies.
One unified table shows every lead and every deal across every pipeline in the business. Search by name, sort by value, filter by owner, stage, or probability the entire book of business in one place. Sales operations specialists and leadership teams finally have the cross pipeline view they kept asking the data team to build.
Every deal lives on a card on a board you can scan at a glance. Columns are stages, cards are deals, and the whole pipeline reads like a working document instead of a database. The Kanban view is the home base for every rep and every manager, with the right level of detail for both.
Move a deal between stages with one drag. The stage updates, the activity log writes, the weighted forecast recalculates, and any stage based automation fires immediately. No edit form, no save button, no waiting the pipeline keeps up with how quickly the rep is actually thinking.
Run separate pipelines for different products, regions, or business units, each with its own stages and rules. The enterprise team gets its enterprise stages, the SMB team gets its own, and leadership rolls every pipeline up into the unified view. One platform, every business model, no compromises.
Every card carries the deal value in your currency, an expected close date, and the line items behind the number. The pipeline header shows the total value for each stage and the weighted forecast for the whole pipeline. The answer to how much is in flight is always one glance, never a report.
Set a win probability percentage on every deal, with sensible defaults per stage that any rep or manager can override on the card itself. The weighted forecast at the top of the pipeline uses the probability automatically, so the quarterly outlook reflects what the team actually thinks will happen not what the stage alone implies.
One unified table shows every lead and every deal across every pipeline in the business. Search by name, sort by value, filter by owner, stage, or probability the entire book of business in one place. Sales operations specialists and leadership teams finally have the cross pipeline view they kept asking the data team to build.
Common questions about EVOX sales pipelines, how the Kanban board works, what gets tracked on a deal card, and how multiple pipelines roll up into one unified view.
Every deal lives on a card on a Kanban board where columns are stages and cards are deals. Drag any card to a different column to move the deal forward. The stage updates, the activity log writes a record of the change, the weighted forecast recalculates, and any stage based automation email nurture sequence, follow up reminder, manager notification fires immediately. No edit form, no extra clicks.
Drag. Drop. Stage. Value. Probability. Forecast. Close. Every deal, one board, the whole team finally moving in the same direction.