See all your deals on one board, grouped by stage. Know what each one is worth, what is likely to close soon, and which deals have gone quiet and need a nudge.
Sales pipeline is included on Growth, Pro and Ultimate.
When deals live in your head, a notebook and a dozen email threads, you lose track of who is waiting on a quote and which jobs are about to close. The sales pipeline puts every deal on one board, in a column for each stage. You can see the total value in play, move a deal along as it progresses, and mark it won or lost. It sits inside the WebNewBiz CRM, next to the contacts those deals belong to.
Deals sit in columns by stage, from first contact to won or lost. You see the whole pipeline at a glance and move a deal along as it progresses.
Each deal carries a value, a stage and a probability, so you can see how much work is in the pipeline and what is likely to close.
Give it a title and a stage and it is on the board. Add the value, the contact, the company and a close date when you have them.
The board flags deals that are moving, slipping or stalled, so you can tell at a glance which ones need a call today.
Every deal is tied to a contact in the CRM, so a website enquiry or a store buyer can become a deal you track.
Close a deal as won or lost in one move. Select several deals at once to move them, mark them or clear them in a batch.
The board has a column for each stage a deal goes through: Lead, Qualified, Proposal, Negotiation, and then Won or Lost. A deal is a card in one of those columns. Move the card to the next column when the deal moves forward, and the board updates the totals.
Each card holds the facts you need to decide what to do: the deal title, its value, the stage it is in, a probability, the expected close date, and the contact and company it belongs to. You can also see who owns the deal, when it was created and when it last had activity.
When you have a lot of deals, you do not have to touch them one by one. Select several at once and move them to another stage, mark them won or lost, or delete them in a single step.
A pipeline is only useful if it tells you where to spend your time. Alongside each deal, the board shows whether it is moving along or has gone quiet, with flags such as slipping, stalled or at risk, and it points out the deals that are nearly won. Deals that have not had activity in a while stand out, so the quiet ones do not slip through.
Because each deal has a value and a probability, you can see the weight of what is in play, not just a count of open deals. The expected close date tells you what should land this month, and the last activity date tells you what has been sitting untouched.
The pipeline is part of the WebNewBiz AI CRM, so your deals sit next to the people they belong to. Every deal is attached to a contact. That matters because enquiries from your website forms land in the CRM on their own, and people who buy from your online store become contacts too. From there you can open a deal and start tracking it.
It is all in the same dashboard as your website and store, with one login and one bill. It works the same whether your WebNewBiz site is WordPress, Shopify or custom code.
Small business owners who quote jobs and want to stop losing track of them, service businesses juggling several open deals at once, and agencies that need a simple deal board next to their clients' websites.
Every plan costs $1 for the first month, then the monthly price below. Cancel any time.
| Plan | Price | Sales pipeline |
|---|---|---|
| Lite | $9 a month | No |
| Starter | $29 a month | No |
| Growth | $79 a month | Yes |
| Pro | $149 a month | Yes |
| Ultimate | $199 a month | Yes |
Full details on the pricing page.
What is a sales pipeline?
It is a board that shows your open deals grouped by stage, from a new lead through to won or lost. It helps you see what is in play, what each deal is worth, and what to do next.
Is there a simple sales pipeline CRM for a small business?
Yes. The WebNewBiz pipeline is built for owners, not sales teams. Add a deal with a title and a stage, drag it along as it moves, and mark it won or lost. It is part of the AI CRM on Growth, Pro and Ultimate.
What stages does the pipeline use?
Deals move through Lead, Qualified, Proposal and Negotiation, then close as Won or Lost. Each deal can carry a probability so you can judge what is likely to come in.
Can I see what my deals are worth?
Yes. Each deal has a value and a probability, and the board shows the total in play. You can also see the expected close date on each one.
How do I know which deals are going cold?
The board flags deals that are slipping or stalled and shows the last activity date on each one, so the quiet deals stand out and you know which to chase.
Which plan includes the sales pipeline?
Growth at $79 a month, Pro at $149 and Ultimate at $199. It is part of the AI CRM, which starts on Growth. Every plan is $1 for the first month.
Do website enquiries turn into deals?
Enquiries from your website forms land in the CRM as contacts on their own, and store buyers become contacts too. You can open a deal against any contact and track it on the board.
Can I update a lot of deals at once?
Yes. Select several deals and move them to another stage, mark them won or lost, or remove them in one step.
Build your website for $1, then track every deal on one board inside the CRM.
Create your website for $1