08 — Pipeline Management

Drag, drop, done.

A clean Kanban board for every pipeline, a filterable list view for the power users, and stage-change automation so nothing falls through the cracks. Configure your stages once, let the reps focus on selling.

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Drag-and-drop deal movement with optimistic UI
Separate Lead Gen and Sales pipelines
Stage-based automation — auto-assign tasks, send emails, notify
Deal value forecasting per stage
Custom pipeline stages per workspace
Filterable list view with saved views

01 Pipelines

Lead Gen + Sales

02 Views

Kanban · List

03 Automation

On stage change

04 Forecast

Per stage

Two pipelines, not one

Lead Gen and Sales are different jobs.

Most CRMs squeeze both into one pipeline. The result: BDR motion and AE motion get tangled, reports lie, conversion math is wrong. BoldReach separates Lead Gen from Sales by default. The handoff between them is explicit. Each side owns its own stages.

Stage-change automation

Move the card. Trigger the workflow.

Drop a deal into "Proposal sent" and the proposal-sent email triggers, the next-step task auto-assigns, and the manager gets notified if the deal value is above threshold. Configure once. Run forever.

Power-user list view

For when Kanban isn't enough.

Filterable list view with saved views — your "stuck deals over $50k" view, your "deals needing manager attention" view, your "this quarter's closes" view. Saved per user; sharable across team.

08 — Pipeline Management

A pipeline you actually trust. Start free.

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