Board and list views
Move opportunities visually or scan a compact operational list using the same pipeline data.
A sales pipeline without the sales-ops overhead
Move promising work from first interest to a clear outcome.
Create flexible sales pipelines, connect the right contacts and company, record the next action, and keep proposals, appointments, tasks, and documents beside the opportunity.
30 days of Premium includedNo card requiredFree plan afterward
OutcomeYour team sees what can close, what is stalled, and what needs attention—without maintaining a heavyweight CRM.
Best forFounders, sales teams, and client-service businesses
Why it fits
Teams that need pipeline clarity and follow-up discipline without running a sales-operations department.
The real product
A sales pipeline that explains itself
Deals show value, probability, company, and next action across editable stages, with live pipeline totals above the board.
Your team sees what can close, what is stalled, and what needs attention—without maintaining a heavyweight CRM.
Keep value, stage, owner, and next action visible across every active deal.
Your team sees what can close, what is stalled, and what needs attention—without maintaining a heavyweight CRM.
Multiple simple pipelines
Use one default sales pipeline or create focused pipelines for different brands, services, or teams.
Contacts with clear roles
Connect several people to one opportunity, define their roles, and keep one primary decision contact.
Next-action discipline
Record the next step, owner, expected close, probability, and stale threshold so opportunities do not quietly disappear.
Documents and appointments
Keep estimates, quotes, invoices, tasks, notes, and scheduled meetings connected to the work they support.
Lean pipeline analytics
See open and weighted value, stage distribution, win rate, sales cycle, and stale work through bounded aggregate reporting.
From setup to outcome
Everything needed to move the deal
Stage progress, company, owner, value, probability, expected close, next action, and related-work shortcuts stay together.
- 01Choose the pipeline
Use a practical default or edit stages, probabilities, colors, order, and stale thresholds.
- 02Connect the people and next action
Add contacts, company, owner, value, expected close, and the work that must happen next.
- 03Move the deal with evidence
Drag stages, spot stale opportunities, attach quotes, and record a clear won or lost outcome.
Ready for the first useful outcome?Build a sales pipeline your team can keep current.
Build your first pipeline Carry one customer identity from qualification through proposal and delivery.
Keep the customer, decision, and next action connected as work moves between apps.
CRM
Use one contact and company record across every deal.
Estimates & Quotes
Keep the commercial proposal attached to the opportunity.
Tasks
Make the next sales action visible in both the pipeline and task workflow.
Start from the sales stages most service businesses already recognize, then adapt only what differs.
Small-business sales pipelineConsulting proposalsPartnership development
Operational clarity
Switch from visual movement to precise review
The same pipeline becomes a compact list with editable stage, value, probability, owner, next action, and close date.
CRMUse one contact and company record across every deal.Estimates & QuotesKeep the commercial proposal attached to the opportunity.TasksMake the next sales action visible in both the pipeline and task workflow.
A closer look
Read the whole pipeline without opening every deal
Stage totals, weighted value, owners, next actions, expected close dates, and stale opportunities stay visible in one board built for daily sales work.
Your team sees what can close, what is stalled, and what needs attention—without maintaining a heavyweight CRM.
What to know before you begin.
Clear answers before you create your first opportunities workflow.
Can one opportunity include several contacts?
Yes. Add multiple contacts with roles and select the primary contact for the opportunity.
Can I create more than one pipeline?
Yes. Pipelines can have their own ordered stages, colors, probabilities, and stale-work thresholds.
Does a won opportunity update CRM?
Yes. Winning an opportunity can promote a Lead or Prospect to Customer, but ToolsPad never automatically demotes a lifecycle stage.
Do I need a separate ToolsPad account for this app?
No. One ToolsPad identity and workspace gives your team access to every enabled app from app.toolspad.com.
Build a sales pipeline your team can keep current.
Teams that need pipeline clarity and follow-up discipline without running a sales-operations department. Start free and reach the first useful outcome today.