What It Does
SalesButler's Sales Pipeline gives you a clean, drag-and-drop kanban board with six default stages: New, Contacted, Quoted, Negotiation, Won, and Lost. Each stage has a configurable win probability, color, and won/lost flag, so your weighted forecast is always accurate. Customize the stages to match your exact process and watch deals move from cold lead to paid invoice without ever leaving the board.
Step-by-Step Guide
Capture a Lead
New leads automatically land in the 'New' column from missed calls, web forms, and chat.
Drag to the Next Stage
Move deals across the board as they progress — no clicking through forms.
Set Probability per Stage
Each stage has a default win probability that drives the weighted forecast.
Watch the Forecast Update
The weighted pipeline value updates in real time as deals move.
Close the Deal
Drag to Won (or Lost) and the deal is removed from forecasting and recorded for reporting.
Why You'll Love This Feature
Visual Pipeline
See your entire pipeline at a glance — no scrolling through spreadsheets.
Weighted Forecast
Per-stage probability gives you a realistic revenue forecast, not a wishful one.
Custom Stages
Edit stage names, colors, and probabilities to match your exact sales process.
Average Deal Age
Spot stalled deals by sorting on time-in-stage.
Drag-and-Drop
Move deals between stages with a click — no forms or modals.
Total Pipeline Value
See your total open opportunity at the top of the board, always.
Perfect For
Inside sales reps managing 20–100 active deals
Owners forecasting next month's cash flow
Multi-rep teams tracking who owns what
Spotting deals stuck in 'Quoted' for too long
Visualizing your pipeline for an investor or banker