Deal Pipeline

Track Every Deal from Lead to Close

Visualize your entire sales pipeline in one view. Drag deals between stages, track values and activities, forecast revenue, and give your team full visibility into what is closing and what needs attention.

app.axiacrm.com/deal-pipeline
Lead2
Sunrise Roofing
$4,200
Palm Beach HVAC
$1,800
Contacted1
Coral Springs Plumb.
$3,100
Proposal2
Hollywood Electric
$7,500
Boca Handyman
$2,400
Negotiation1
Miami Restoration
$12,000
Won1
Ft Laud Roofing
$8,900

How It Works

Get up and running in minutes, not months. No consultants, no setup fees.

1

Sign Up in 60 Seconds

Create your account, pick your subdomain, and invite your team. No credit card required to start your 14-day trial.

2

Import Your Data

Upload CSV files or connect your existing tools. Your leads, contacts, and history transfer automatically.

3

Start Working

Hit the ground running with all 14 modules ready to go. No setup wizards, no configuration headaches.

Key Capabilities

Visual Pipeline Board

See every deal as a card on a drag-and-drop board. Move deals between stages with a single gesture and watch your pipeline update in real time.

Custom Pipeline Stages

Define your own stages to match your sales process. Whether you have three stages or twelve, the pipeline adapts to the way your team actually works.

Deal Values and Weighted Forecasting

Assign dollar values and win probabilities to every deal. Get weighted revenue forecasts that update automatically as deals progress.

Activity Timeline per Deal

Every call, email, note, and status change on a deal is captured in a chronological timeline. Review the full story of any deal instantly.

Team-Wide Pipeline Visibility

Managers see the full pipeline across all reps. Filter by owner, stage, value, or date to focus on exactly what matters right now.

Stale Deal Alerts

Get notified when deals sit in a stage too long without activity. Prevent opportunities from going cold by surfacing them before it is too late.

Why Teams Choose AxiaCRM

Drag-and-drop deal cards across pipeline stages
Fully customizable stage names and ordering
Deal values with weighted revenue forecasting
Chronological activity timeline on every deal
Filter by rep, stage, value, or date range
Stale deal detection and notifications
Pipeline summary with total value per stage
Linked client, vendor, and contact records on each deal

Built For Real Workflows

Weekly Sales Review

Pull up the pipeline board during your team meeting. Review deals by stage, identify stalled opportunities, and reassign or reprioritize on the spot with drag-and-drop.

End-of-Quarter Forecasting

Filter the pipeline to show only deals expected to close this quarter. Review weighted values to build an accurate revenue forecast for leadership reporting.

New Rep Ramp-Up

Assign a set of deals to a new rep and monitor their pipeline progression over their first 90 days. Track stage movement, activity volume, and close rates from a single view.

Ready to transform your business?

Get everything you need — CRM, power dialer, lead generation, AI tools, and more — for one simple price.