Manage your sales pipeline and deals

Your pipeline is a visual board of every deal you're working, laid out by stage — so you can see at a glance what's in play, what it's worth, and what's about to close. In Stacks you add a deal, drag it from stage to stage as it moves forward, and mark it won or lost at the finish line. It's all free, with no cap on deals or pipelines.

Before you start

• Every workspace already includes a ready-made Sales Pipeline — Lead → Contacted → Qualified → Proposal → Negotiation → Won — so you can start adding deals right away without any setup.
• A deal can be linked to a contact and/or a company, but neither is required. If you want them ready to pick, import your contacts first.
• Adding and moving deals is available to admins, managers and members. View-only users can see the board but can't change it, and editing the pipeline's stages is admin-only.

Step by step

1. Open your pipeline. In the left menu under CRM, click Pipeline. You'll see a Kanban board with one column per stage and a card for each open deal. If you have more than one pipeline, use the Pipeline dropdown at the top to switch between them.
2. Add a deal. Click + Add Deal. Give it a title and a value, choose the pipeline and stage, and — optionally — link a contact and company, set a win probability, and pick an expected close date. Leave probability blank and Stacks uses the stage's default. Save, and the deal shows up as a card in its stage.
3. Move deals through your stages. As a deal progresses, drag its card to the next column. Stacks saves the move the moment you drop the card and updates the deal count on each column; the dollar totals and stats refresh the next time the board loads.
4. Open a deal for the full picture. Click any card to open its detail page — value, contact, company, probability, expected close, plus notes, tasks, and an activity timeline. Click Edit to change any field.
5. Close it out — won or lost. On an open deal, click Mark Won or Mark Lost (you can jot a reason for a loss). The deal leaves the board and files into your Deals list under its new status.

Good to know

• Weighted forecast built in. Each stage carries a win probability, so the board shows a weighted (expected) value next to the raw total — a more realistic read on what's likely to close. The stats row up top also tracks total value, average deal size, and your close rate.
• Custom pipelines and stages. Admins can rename, recolor, add, or remove stages — and build separate pipelines for different sales processes — under Settings → Pipelines. If you remove a stage that still has deals, Stacks moves them to the first remaining stage rather than losing them.
• A list view and Insights too. Beyond the board, Deals gives you a sortable list you can filter by open, won, or lost (with running totals), and Insights rolls up KPIs like open value, weighted forecast, win rate, and velocity, plus a stage funnel and a monthly won trend.
• Multi-currency. Each deal can be recorded in USD, EUR, GBP, or CAD.

Frequently asked