Your stages, your pipelines
Separate pipelines for different services, each with stages that match how you actually sell.
In developmentPart of inChat early access
Sales pipelineA pipeline that stays true because it lives with the chat.
Every deal is linked to the conversation behind it. Move a deal from the thread as the customer agrees, and the board is right without anyone updating it at 6 PM.
The job it does
The pipeline is wrong by Wednesday.
Deals move in conversations: a customer says yes, asks for a revised quote or goes quiet. When the pipeline lives in a separate tool, it reflects whatever someone last remembered to update.
Without it
- Stages updated in batches, if at all
- Forecasts based on stale information
- No link from a deal to what the customer actually said
- Stalled deals invisible until the month ends
With inChat
- Every deal linked to its conversations
- Change stage from the thread in one click
- Days in stage and last contact on every card
- Stalled deals flagged when nobody has replied
Capabilities
What sales pipeline includes.
Deal ↔ conversation
Open the thread from the deal, or the deal from the thread. Both show the same timeline.
Stalled deal signals
See deals with no conversation activity for a set number of days, before they’re lost.
Stage requirements
Require key fields before a deal moves forward, like a budget range before “Proposal”.
From thread to deal
Create the deal where the buying happens.
When a conversation turns serious, create a deal from the thread. The contact, the channel and the details you’ve captured come with it. As the conversation continues, stage changes are one click from the reply box.
- Create a deal from any conversation
- Details carried over from the contact and fields
- Stage, value and next step editable beside the thread
- Workflow triggers on stage changes
How it works
Getting started, step by step.
Write down your real stages
Use the steps a customer actually goes through, with a clear exit rule for each.
Connect deals to threads
Create deals from conversations so the link exists from day one.
Update while you reply
When the customer moves, move the deal. It takes a second while the thread is open.
Review stalled deals weekly
Anything with no activity gets a follow-up or an honest close-out.
Especially useful for
Sales pipeline FAQ
Questions about sales pipeline.
What it does, how it’s designed, and what’s still being decided.
Ask us something elseYes, that’s the design: separate pipelines for different services or teams. Any limits will be listed with plans.
Workflow automation, in development, can move a deal when something happens, like an appointment being booked. The AI assistant can suggest a stage change from the conversation for a person to approve.
It’s in development as part of the launch scope. inChat is in early access.
Related
Related features and reading
- ProductLead management
- ProductAnalytics
- GlossarySales pipeline
- GlossaryDeal stage
- ArticlePipeline stages for service businesses
- ProductContact managementPeople and companies, matched by number and kept free of duplicates.
- ProductCustomer historyOne timeline of messages, notes and deals across every channel.
Early access
Make every conversation count.
Join the early-access list to see inChat in action, help shape what we build next, and be first to know when your team can start.
- A walkthrough built around your channels
- Early look at pricing and plans
- A direct line to the product team