VISUAL DEAL TRACKING
Kanban boards built for how you actually sell.
Create unlimited pipelines with custom stages, drag-and-drop deal tracking, and stage automations. See every opportunity at a glance and move deals forward without opening a spreadsheet.
✓ Unlimited pipelines with custom stages
✓ Drag-and-drop Kanban boards
✓ Stage automations for follow-ups
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What You Can Do
Pipelines in Booked55 is built for sales teams that need clarity, speed, and context on every relationship.
Custom Pipeline Stages
Define stages that match your sales process. First call, proposal sent, waiting on decision, or whatever works for your team.
Drag-and-Drop Boards
Move contacts between stages with a simple drag. Everyone on the team sees the same board and the same deal status.
Stage Automations
Trigger follow-up tasks automatically when a contact moves to a new stage. Nothing slips through the cracks as deals progress.
Common Use Cases
Weekly pipeline reviews
Scan your board in seconds to see which deals need attention and which are stuck.
Multiple sales motions
Run separate pipelines for inbound, outbound, and partner-sourced deals with different stage names.
Team visibility
Owners see every deal. Reps see their own. Everyone knows where things stand without a status meeting.
Ready to Try Pipelines?
Start your 14-day free trial and explore pipelines along with every other Booked55 feature. See pricing or try the AI assistant.
Built for Relationship-Driven Teams
See how recruiters, consultants and brokers use pipelines in Booked55.
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