Deal Pipeline

Visual pipeline management with drag-and-drop Kanban, value tracking, and AI-powered forecasting.

The Deal Pipeline is where your opportunities live. Every lead that shows buying intent — a positive reply, a booked meeting, or a manual qualification — becomes a deal. Clozup's pipeline gives you a visual, interactive way to track these opportunities from first contact to closed won (or lost).

Pipeline Stages

By default, Clozup provides five pipeline stages. You can customize these to match your sales process:

You can also add a Closed Lost stage to track deals that didn't convert — this is valuable for analyzing win/loss patterns over time.

Creating Deals

There are several ways to create a deal:

• From a Lead — Open a lead's 360 view and click “Create Deal.” The lead's info is automatically linked.
• From Inbox — When a lead replies positively, the “Convert to Deal” button appears in the Smart Inbox.
• Manual — Click “+ Add Deal” on the pipeline board and fill in the details.
• Via AI — Tell the AI Assistant: “Create a deal for Acme Corp, $50K, Proposal stage.”
• Automation — Automations can create deals when specific triggers fire (e.g., positive reply detected).

Deal Properties

Every deal has the following fields:

• Name — A descriptive name (e.g., “Acme Corp — Enterprise License”)
• Value — The monetary value of the opportunity (in your currency)
• Stage — Current pipeline stage
• Probability — Auto-set based on stage, can be manually overridden
• Expected Close Date — When you expect the deal to close
• Owner — Team member responsible for the deal
• Associated Lead(s) — The contacts involved in this deal
• Company — The organization you're selling to
• Tags — Custom labels for categorization
• Notes — Free-text notes and context

Kanban Board

The primary view for your pipeline is a drag-and-drop Kanban board. Each column represents a stage, and each card represents a deal.

Deal cards show:

• Deal name and company
• Value and probability
• Owner avatar
• Expected close date
• Days in current stage (color-coded: green = fresh, yellow = aging, red = stale)

Drag deals between columns to update their stage. The pipeline totals update in real time as you move cards.

Weighted Forecast

At the top of the pipeline board, Clozup shows your weighted forecast — the sum of (deal value × probability) across all active deals. This gives you a realistic view of expected revenue.

Example: A $100K deal at the Proposal stage (50% probability) contributes $50K to your weighted forecast. If you move it to Negotiation (75%), the contribution jumps to $75K.

Activity Timeline

Click any deal to open its detail view, which includes a full activity timeline. Every interaction is automatically logged:

• Emails sent and received
• Calls made with duration and recording links
• Stage changes with timestamps
• Notes added by team members
• Meetings scheduled
• AI-generated summaries of key conversations

Deal Analytics

The pipeline includes built-in analytics accessible from the “Insights” tab:

• Conversion Rates — Stage-to-stage conversion percentages
• Average Deal Size — Mean and median deal values
• Sales Cycle Length — Average days from creation to close
• Win/Loss Ratio — Closed Won vs. Closed Lost over time
• Pipeline Velocity — How fast deals move through stages

For more detailed analytics, see the Analytics page.