How many pipelines can I have?

Multiple. You can build a pipeline for every distinct sales process you run: residential estimates, commercial bids, maintenance renewals, upsell campaigns. Each pipeline has its own stages and rules.

Can leads come into the pipeline automatically?

Yes. Any form submission, booking, or inbound call can automatically create an opportunity in the pipeline at the right starting stage. Leads find their place without manual entry.

What happens when a deal closes?

Closed deals move to a Won or Lost stage. You can trigger a post-close automation: send a thank-you text, request a review, or kick off an onboarding workflow. Closing the deal starts the next phase automatically.

Can I assign deals to specific team members?

Yes. Every opportunity has an owner. You can filter the pipeline by owner, assign deals on creation, or reassign in bulk. Each team member sees their own workload, and managers see everything.

CRM & Sales

Pipelines & Deal Tracking

See exactly where every lead stands. Know what needs to happen next.

TraxionLab pipelines give you a visual map of your sales process. Every lead has a stage, a value, an owner, and a next action. You stop guessing which deals are close and start working the ones that matter most.

Start 30-Day Trial See Pricing

The problem

What you're dealing with before this exists

You have no idea where half your leads went

Someone called two weeks ago, you gave them a ballpark number, and now you can't remember if you followed up. Were they a serious lead or a tire kicker? Did you ever send the quote? You have no record, so you have no way to close it.

All leads look the same, so you work them all the same way

A $200 job and a $12,000 job both sit in your inbox as unread messages. You have no system to prioritize the high-value deals, so the $12,000 one waits while you handle the $200 one because it was first. That's not a strategy, it's luck.

You can't tell which stage is where you lose deals

You know your close rate is lower than it should be. You don't know if leads are going cold after the first call, dying after the quote, or falling off after a second follow-up. Without visibility, you're fixing the wrong thing.

What you can do

Everything Pipelines & Deal Tracking lets you accomplish

Multiple pipelines for different processes

Build a separate pipeline for residential leads, commercial bids, recurring contracts, or any other sales motion. Each pipeline has its own stages and automation rules.

Visual board and list views

See your entire pipeline on a Kanban board or in a filterable list. Drag deals between stages on the board, or manage high volumes in the list view with bulk actions.

Rotten-duration flagging

Set a maximum number of days a deal can sit in any stage before it gets flagged as stale. Deals that have been sitting too long are automatically highlighted so nothing dies quietly in the background while you're focused on newer leads.

Pipeline permissions by team role

Control who can view, edit, or manage each pipeline based on their role. Reps see their own deals. Managers see everything. Sensitive commercial pipelines can be restricted to specific team members.

Lost Reason capture and tracking

When a deal is marked Lost, capture the reason: price, timing, went with a competitor, no longer interested. Those reasons feed into pipeline reporting so you can see exactly where you're losing deals and why.

Revenue forecasting view

See projected revenue by analyzing deal volume and value at each pipeline stage. Understand what's expected to close this month, next month, and beyond without building a spreadsheet.

Deal value and revenue tracking

Attach a dollar value to every opportunity. See total pipeline value by stage, by rep, or by time period. Know exactly how much revenue is in the funnel before it closes.

Custom fields and notes per opportunity

Track job-specific details directly on the opportunity: property type, service scope, competition, decision timeline. Every deal tells its own story.

Stage-based automation

When a deal moves to a new stage, a workflow triggers automatically. Send a quote reminder when a lead enters Proposal Sent. Assign a task when a deal hits Closing. The pipeline drives action instead of waiting for it.

Search and filter across all deals

Find any opportunity by name, value range, stage, assigned user, or custom field. Pull a list of every open deal over $5,000 that hasn't been touched in 10 days.

Bulk editing and management

Select multiple opportunities and change the stage, owner, or status in one action. Clean up old pipelines or reassign leads without opening each one individually.

Why it matters

What changes when this is running

Work the most valuable deals first

When you can see deal value next to every lead, you stop treating a $300 job and a $15,000 job the same way. Prioritize your follow-up energy where it has the highest return.

See where you're losing, not just how much

Pipeline stage reports tell you exactly where deals stall. If most deals die after the quote goes out, the problem is your quote follow-up, not your close rate. Fix the right thing.

Automation that moves when the deal moves

Every stage change can trigger a workflow: send a text, create a task, update a field, notify a team member. The pipeline becomes the operating system for your sales process instead of a passive tracking board.

Common questions

Questions about Pipelines & Deal Tracking

Get started today

30-day free trial.
No contracts. Cancel anytime.

Pipelines & Deal Tracking is one part of the TraxionLab platform. Every plan includes all core features so you can see exactly how the whole system works together before you commit.