Kroolo CRM · Pipeline
A visual sales pipeline you can move forward.
Drag deals across stages on a visual board, forecast by stage and spot at-risk revenue early. Managers coach from one live view instead of weekly spreadsheets.
Why Pipeline
A pipeline you can act on, not just read.
Drag and drop board
Move deals between stages and the value, probability and history update with them.
Stage totals and forecast
See value and weighted forecast per stage, team and period.
At-risk flags
Deals with slipping dates, no contact or low engagement are highlighted.
Team and rep views
Filter by team, territory or owner for one-to-one coaching.
Close-date planning
Switch to a calendar or timeline of expected closes for the quarter.
AI pipeline review
Ask for a summary of what changed, what is stuck and what to do next.
Board
A board that matches how you sell.
Build stages for new business, renewals or partners. Drag a deal forward and its value, probability and history update with it.
Separate pipelines for each motion
Entry and exit rules for each stage
Card fields you choose
Switch between board, list and calendar
Forecast
A forecast you can defend.
See commit, best case and weighted pipeline by team and period, and what changed since the last review.
Commit, best case and pipeline views
Roll-up by team, region or rep
Week-over-week change tracking
Targets and gap to goal
Coaching
Pipeline reviews in minutes.
Open one view that shows what moved, what stalled and where to help. Leave comments right on the deal.
Changes since last review
Stalled and at-risk deal lists
Rep-by-rep coverage against target
Comments and tasks on any deal
Kroolo AI
Pipeline reviews, prepared for you.
Ask for a summary of the pipeline and get what changed, what is stuck and what to do next.
Weekly pipeline summary for each team
Finds coverage gaps against target
Suggests deals to prioritise
What changed in the pipeline this week?
Pipeline is up $210k with 7 new deals. 3 deals ($97k) have stalled for over 14 days, led by Helio Foods. Commit is at 86% of target. Suggested focus: Orbit Labs and Cedar Health.
Share with teamCreate tasksOpen review
Built for the whole team
One system, every role.
Sales rep
See your whole number at a glance.
Your deals by stage, what to move today and how you track against quota.
Sales leader
Forecast with confidence.
Roll up the team, compare commit with target and see risk before the call with the CEO.
RevOps
Keep stages and rules honest.
Define stage criteria once and report on conversion and velocity without exports.
Why teams switch
Less admin, more selling.
How it works
Three steps, no spreadsheets.
1
Build the board
Create stages that match your sales process.
2
Work the deals
Drag deals forward and log activity as you go.
3
Review and forecast
Run pipeline reviews from live data and commit your number.
FAQs on Pipeline
More in Kroolo CRM
CRM overviewExplore
More from Kroolo CRM
- Quotes, Approvals and E-SignatureBuild quotes from your product catalogue, route discounts for approval and collect e-signatures, with every version tied to the opportunity.
- Sales Analytics and Live DashboardsLive dashboards for pipeline, win rate, cycle time and forecast. Ask a sales question in plain language and get a chart you can share.
- Billing and Invoicing from Signed DealsCreate invoices from accepted quotes, schedule recurring billing and chase late payments automatically, so sales and finance see the same numbers.
- Lead Capture, Scoring and RoutingPull leads from forms, email, events and imports into one list. AI scores each lead, removes duplicates and routes it to the right owner in seconds.
- Opportunity Management with AITrack value, stage, stakeholders and next steps for every deal. AI keeps notes and risks current so nothing slips before the close date.