Just Launched: Multi-Pipeline v1

Feature
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What's New:

Multi-pipeline functionality that lets you organize different deal types without the mess. Perfect for agencies juggling partnerships + client work, or SaaS founders tracking enterprise sales alongside channel partnerships.

 

Key Benefits:

  • Deal Type Separation: Create dedicated pipelines for partnerships, consulting contracts, software licenses - whatever your business runs on
  • Privacy Controls: Private pipelines keep sensitive deals visible only to you and admins (no more awkward internal competition)
  • Unified View: Access all deal types from company/contact pages - no more pipeline-hopping to get the full picture
  • Homepage Intelligence: See active deals for any contact directly in your interaction feed + create deals on-the-spot

 

How It Works:

Each pipeline uses our proven 3-stage framework (Opportunity → Closed Won → Closed Lost) to ensure our upcoming AI Pipeline Agent can deliver automated qualification and deal analysis across all your deal types.

 

Coming Soon:

  • Pipeline analytics and key metrics
  • AI-powered deal detection and movement suggestions
  • Automated qualification scorecards per pipeline type (BANT first, then more!)

 

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Multi-Pipeline & Deals v2

Ability to create multiple pipelines with: Pipeline owner & option to make pipeline & deals inside the pipeline private.Increased customization on pipeline stagesMore deal metrics & fields for velocity calculationPipeline automation(Potentially) Pipeline agent -

Jung Kim
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