Pipeline & Deals
See your whole pipeline. Move every deal forward from one board.
Drag deals across a visual kanban, forecast revenue in real time, and let every call, text, and email log itself to the right deal automatically. No more updating the CRM after the fact — the work is the update.
Capabilities
Everything included
- Visual kanban that's always accurate — Drag deals stage to stage. Every card shows value, owner, age, and last touch at a glance — updated live because activity logs itself, not because a rep remembered to.
- Real-time forecasting — Weighted pipeline and projected revenue recalculate the instant a deal moves. Commit, best-case, and stage-by-stage totals — no spreadsheet export, no month-end scramble.
- Every touch auto-logs to the deal — Calls, texts, and emails attach to the right deal automatically with timestamps, recordings, and transcripts. A complete, undisputed history on every card.
- Tasks & next steps that travel with the deal — Assign the follow-up, set the due date, and it rides along as the deal advances. Overdue tasks surface loud, so momentum never dies in someone's inbox.
- Act without leaving the board — Dial, text, or fire off a follow-up email straight from the card. Advance the stage in the same click. The work and the update are the same motion.
- Coach off the truth — Filter by rep, stage, value, or age. See which deals are stalling and why. Pipeline reviews run on real activity — not optimistic guesses.
Prospect to close, all in one view
Logged automatically, and recorded and transcribed where consent allows
FAQ
Questions about the pipeline and deals
Maxwelo's pipeline is a visual Kanban board, with a column for each stage and a card for each deal. You drag a deal from stage to stage. Calls, texts and emails attach to the right deal automatically. A deal pipeline, advanced pipeline reports and revenue forecasting come with every plan, starting at $29 per user per month billed annually.
Does Maxwelo have a sales pipeline?
Yes. Maxwelo, the sales platform, has a visual Kanban pipeline: a board with a column for each stage and a card for each deal. You drag a deal from stage to stage. A deal pipeline comes with every plan.
What does a deal card show?
Each card shows the deal's value, owner, age and last touch.
Can we have more than one pipeline?
Yes. Every plan includes up to 10 pipelines. Enterprise has unlimited pipelines.
Can we set our own stages?
Yes. Maxwelo has custom stages, so a board can follow the steps of your own sale.
Are call recordings and transcripts kept with the deal?
Yes. Calls, texts and emails attach to the right deal automatically, with timestamps, recordings and transcripts. The power dialer and two-way SMS come with the CRM + Dialer and Complete plans.
Can a rep work a deal without leaving the board?
Yes. A rep can dial, text or send a follow-up email straight from the deal's card. Calling and texting come with the CRM + Dialer and Complete plans.
Do tasks stay with a deal as it moves?
Yes. Assign the follow-up and set the due date, and the task stays with the deal as it moves forward. Tasks come with every plan.
Does Maxwelo forecast revenue?
Yes. Maxwelo shows a weighted pipeline and projected revenue, with commit, best-case and stage-by-stage totals, and recalculates them when a deal moves. Revenue forecasting comes with every plan, starting at $29 per user per month billed annually.
Can managers see which deals are stalling?
Yes. Filter the board by rep, stage, value or age to see which deals are stalling.
Which reports cover the pipeline?
The pipeline funnel and conversion, stage velocity, and won and lost analysis. These advanced reports come with every plan, starting at $29 per user per month billed annually.
Can we mark a deal won or lost?
Yes. You can mark a deal won or lost, and reopen it.
Can a deal carry prices and discounts?
Yes. A deal can have pricing lines: labelled components and discounts, with the total calculated for you.
Can we keep documents on a deal?
Yes. Documents can be kept on companies, contacts and deals.
Which plan includes the pipeline?
Every plan. CRM, at $29 per user per month billed annually, includes up to 10 deal pipelines, advanced reports, revenue forecasting and manager dashboards. CRM + Dialer, at $99, adds the power dialer and two-way SMS. Enterprise has unlimited pipelines, with custom pricing. Monthly billing is available at about 20 percent more.
Prices and plan contents as published at maxwelo.com/pricing on October 12, 2026.
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