You should not need a project management degree to know which deals are in play. CustomerFlows gives you a visual pipeline where every deal has a place, and moving it forward is as simple as dragging a card.
Your business at a glance
Open the pipeline and see every active deal organized by stage. Each column is a step in your process; each card is a deal. Scan the whole board in seconds and know exactly where everything stands. No spreadsheets, no sticky notes, no "I thought you had that."
Pre-built for your industry
When you pick your industry at signup, CustomerFlows builds a pipeline with the right stages. A home services contractor gets stages like "New Inquiry, Dispatched, Quote Sent, Scheduled, Paid." A tour operator gets "New Inquiry, Availability Sent, Quote Sent, Deposit, Confirmed, Completed." Rename, add, remove, or reorder anytime, the pipeline adapts to how you actually work.
Every deal tells a story
Click any card to see the full picture without leaving the pipeline:
- Contact details: name, channel, one tap to call or message.
- Source: exactly where the lead came from, Google, Meta, web chat, or organic.
- AI summary: a plain-English recap of what the lead needs, captured by the AI qualifier.
- Notes: what has been discussed, quoted, or scheduled.
- Stage control: move the deal by dropdown or drag.
Move deals your way
Desktop: drag cards between columns; the change saves instantly. Mobile: a list view with stage tabs at top and bottom so you can switch stages without scrolling, moving deals via the dropdown.
Hot deals stand out
Emergencies and high-value deals get a clear visual marker, a colored bar and indicator that is impossible to miss whether you are on a laptop or glancing at your phone. The deals that matter most never get buried.
Multiple pipelines for different lines
Running more than one kind of work, service calls and installs, day tours and multi-day trips? On Growth and Scale, create separate pipelines and switch with a dropdown. Starter includes one pipeline.
Your team stays in sync
Every deal shows who is assigned. When someone moves a deal or adds a note, everyone sees it. No duplicate outreach, no deals slipping through the cracks.
What this means for your business
Stop losing deals to disorganization when every deal is visible, nothing sits forgotten. Save hours of admin with no spreadsheets to update or status texts to chase. Close faster by seeing what is stalled and acting on it. Know your numbers instantly with pipeline value and stage totals at a glance.
Frequently asked questions
Can I change stages later?
Yes, add, remove, rename, or reorder anytime. Existing deals stay where they are.
What happens when a deal is marked Paid?
It is closed as won, the revenue counts in attribution, and the conversion is sent back to your connected ad platforms.
Is there a limit on deals?
No. All plans support unlimited deals and contacts.