Pipeline Management
See every deal. Move it forward. Never miss a beat.
Pulse's visual pipelines show exactly where every deal stands, what's blocking it, and what to do next — without ever opening a spreadsheet.
Q2 Pipeline
Enterprise Sales
New
$48K
Acme Corp renewal
Acme
$48K
Qualifying
$124K
Globex expansion
HOTGlobex
$120K
Wayne Ent. onboarding
Wayne
$86K
Proposal
$342K
Stark Industries Q2
HOTStark
$224K
Negotiation
$218K
Umbrella CRM migration
Umbrella
$96K
Drag-drop Kanban
Move deals between stages with a single gesture. Pipeline updates in real time for the whole team.
Weighted forecasting
Every stage has a probability. Your forecast reflects reality, not optimism.
Stale deal alerts
Automatic flags when a deal sits too long. Nothing falls through the cracks.
Anatomy
Every region, explained.
Stage columns
Fully customizable stages. Rename, reorder, add, archive.
Deal cards
Name, amount, company, owner, and next step on every card.
Hot / stale indicators
Visual flags for engagement momentum and idle deals.
Weighted stage totals
Each column shows total value × stage probability.
Quick filters
Filter by owner, amount, close date, or any custom field in one click.
Pipeline switcher
Toggle between unlimited parallel pipelines — new business, renewals, upsells, etc.
Deep dive
Everything that's in the box.
Multiple pipelines
Run new business, renewals, and partner deals on parallel pipelines.
Conditional required fields
Fields become required as a deal reaches a specific stage.
Stage automations
Trigger tasks, emails, or field updates when a deal changes stage.
Rotting flag
Highlights deals older than a stage's expected dwell time.
Engagement score
Each deal carries a rule-based score tying activity to momentum.
Stage transition audit
Full log of who moved what, when, and why.
Pipeline rules
Prevent stage skipping, enforce approvals, or gate on deal value.
Public pipelines
Share a read-only link with partners or leadership — no seats required.
In the wild
How teams use it.
"Cut our weekly pipeline review from 90 minutes to 15."
Maya Jensen
Northwind Logistics
"Our AEs actually update the pipeline now. That never happened in Salesforce."
Carlos R.
Soylent Foods
"Forecast accuracy up from 60% to 92%."
Rohan S.
Wayne Industries
Pulse vs. The Old Way
A different league.
Keep exploring
Related features.
FAQ
Frequently asked
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