A pipeline you control.
Track leads and deals through stages you define, without a complicated CRM built for a sales team.
The old way. The Wundesk way.
The old way
- Leads tracked in a spreadsheet you forget to update
- No idea how much work is likely to land next month
- Enquiries buried in your inbox
The Wundesk way
- Every lead on a board, one drag away from the next stage
- Pipeline value and a proposal forecast at the top of the page
- Source, value and notes captured when the lead comes in
Why Wundesk Sales Pipeline?
Everything it does, in detail.
01
Capture a lead properly.
One form gets the details that matter, and nothing you don't need.
- Company, website and industry
- Contact name, job title, email and phone
- Project summary, project type and billing model: one-off or retainer
- Lead source: referral, website, social media, cold outreach, event, repeat client or other
- Estimated deal value and the account manager responsible
02
Board or list, your call.
See the whole pipeline at a glance, or scan it as a table.
- Drag a lead card to move it to the next stage
- Board columns show project type, billing, client, value and manager
- Switch to a list with client, project, type, stage, value and manager
- Click any lead for the full detail, with edit and delete
03
Numbers at the top.
Four stat cards tell you where you stand before you scroll.
- Active leads and total pipeline value
- Closed won, converted to deals
- Active projects and deals not yet completed
- Forecast: the value of leads in Proposal Sent
04
Stages that fit how you sell.
Start with sensible defaults, then make the pipeline your own.
- Defaults: New Lead, Contacted, Proposal Sent, Closed (Won), Closed (Lost)
- Add, rename, recolor and delete stages
- Drag stages to reorder them
- Choose from 12 stage colors
How it works. Three steps.
- 1
Add a lead
Capture the company, contact, summary and value in one form.
- 2
Move it along
Drag the card through your stages as the conversation develops.
- 3
Win the work
Drag it to Closed (Won) and it becomes a deal.
Plus everything you'd expect.
Leave-without-saving guard
A warning before you lose a half-filled lead.
Project types
Use the same types you use on projects.
Add types on the fly
Create a new project type while entering the lead.
Account manager
Every lead has an owner on your team.
Notes
Keep context with the lead itself.
Quick edit
Edit or delete from the card or the list row.
Stop stitching tools together.
Everything a freelancer needs to run client work, in one place, from $9/mo.