How to manage leads and deals with the CRM pipeline
Deals you don’t track are deals you lose. RushFlow’s CRM pipeline is a Kanban board that moves leads through stages — New → Contacted → Qualified → Proposal → Negotiation → Won / Lost — with a lead count and total value per stage, activity logging, and one-click convert a won lead into a customer. It’s built into the same system as your sales, not a bolt-on.
Step by step
- Open the pipelineWeb: CRM → Pipeline. You’ll see a column per stage with its leads, count and value.
- Add a leadUse New Lead — capture name, company, contact details, source, expected value, owner and expected close date.
- Work the dealMove a lead between stages, and log activities against it (call, meeting, note, follow-up, email) with due dates. An Upcoming follow-ups view keeps you on top of what’s next.
- Close itMark it Won (with a won value) or Lost (with a reason). Convert a won lead into a customer record in one click.
Know your win rate
The pipeline also gives you a funnel view — open value by stage, won/lost counts and value, your win rate, and a breakdown of lost reasons — so you can see where deals stall and why you lose them.
Frequently asked questions
Does RushFlow have a sales pipeline / CRM?
Yes. A Kanban pipeline tracks leads through stages to won/lost, with activities, follow-ups, win-rate analytics, and one-click conversion of a won lead into a customer.
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