Manage your customers and sales cycle with
Client Pipeline

Use our free pipeline management software to track and organize multiple customers seamlessly. The pipeline view automatically updates and sorts customers when there is a change in their statuses, ensuring a complete and reliable snapshot of your sales pipeline.

Know who and what to follow up on – at a glance. See how it works.

AUD - Australian Dollar USD - US Dollar GBP - British Pound Sterling AED - United Arab Emirates Dirham AFN - Afghan Afghani ALL - Albanian Lek AOA - Angolan kwanza AMD - Armenian Dram ANG - Dutch Guilder ARS - Argentine Peso AZN - Azerbaijani Manat BAM - Bosnia-Herzegovina Convertible Mark BBD - Barbadian Dollar BDT - Bangladeshi Taka BGN - Bulgarian Lev BHD - Bahraini Dinar BIF - Burundian Franc BND - Brunei Dollar BOB - Bolivian Boliviano BRL - Brazilian Real BWP - Botswanan Pula BYR - Belarusian Ruble BZD - Belize Dollar CAD - Canadian Dollar CDF - Congolese Franc CHF - Swiss Franc CLP - Chilean Peso CNY - Chinese Yuan COP - Colombian Peso CRC - Costa Rican Colón CVE - Cape Verdean Escudo CZK - Czech Republic Koruna DJF - Djiboutian Franc DKK - Danish Krone DOP - Dominican Peso DZD - Algerian Dinar EEK - Estonian Kroon EGP - Egyptian Pound ERN - Eritrean Nakfa ETB - Ethiopian Birr EUR - Euro GEL - Georgian Lari GHS - Ghanaian Cedi GNF - Guinean Franc GTQ - Guatemalan Quetzal HKD - Hong Kong Dollar HNL - Honduran Lempira HRK - Croatian Kuna HTG - Haitian gourde HUF - Hungarian Forint IDR - Indonesian Rupiah ILS - Israeli New Sheqel INR - Indian Rupee IQD - Iraqi Dinar IRR - Iranian Rial ISK - Icelandic Króna JMD - Jamaican Dollar JOD - Jordanian Dinar JPY - Japanese Yen KES - Kenyan Shilling KHR - Cambodian Riel KMF - Comorian Franc KRW - Korean Won(₩) KRW2 - Korean Won(원) KWD - Kuwaiti Dinar KZT - Kazakhstani Tenge LBP - Lebanese Pound LKR - Sri Lankan Rupee LTL - Lithuanian Litas LVL - Latvian Lats LYD - Libyan Dinar MAD - Moroccan Dirham MDL - Moldovan Leu MGA - Malagasy Ariary MKD - Macedonian Denar MMK - Myanma Kyat MOP - Macanese Pataca MUR - Mauritian Rupee MXN - Mexican Peso MVR - Maldivian rufiyaa MYR - Malaysian Ringgit MZN - Mozambican Metical NAD - Namibian Dollar NGN - Nigerian Naira NIO - Nicaraguan Córdoba NOK - Norwegian Krone NPR - Nepalese Rupee NZD - New Zealand Dollar OMR - Omani Rial PAB - Panamanian Balboa PEN - Peruvian Nuevo Sol PGK - Papua New Guinea Kina PHP - Philippine Peso PKR - Pakistani Rupee PLN - Polish Zloty PYG - Paraguayan Guarani QAR - Qatari Rial RON - Romanian Leu RSD - Serbian Dinar RUB - Russian Ruble RWF - Rwandan Franc SAR - Saudi Riyal SDG - Sudanese Pound SEK - Swedish Krona SGD - Singapore Dollar SLL - Sierra Leonean Leone SOS - Somali Shilling SRD - Surinamese dollar SYP - Syrian Pound THB - Thai Baht TND - Tunisian Dinar TOP - Tongan Paʻanga TRY - Turkish Lira TTD - Trinidad and Tobago Dollar TWD - New Taiwan Dollar TZS - Tanzanian Shilling UAH - Ukrainian Hryvnia UGX - Ugandan Shilling UYU - Uruguayan Peso UZS - Uzbekistan Som VEF - Venezuelan Bolívar VES - Bolívar Soberano VND - Vietnamese Dong XAF - CFA Franc BEAC XCD - East Caribbean Dollar XOF - CFA Franc BCEAO XPF - Central Pacific Franc YER - Yemeni Rial ZAR - South African Rand ZMK - Zambian Kwacha

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Pipeline management tools at your fingertips

Automated Status Sorting

Customers are sorted in real-time as their statuses are updated. Get a clear overview of clients to follow up with, send invoices or proposals to, or verify payments.

Integrated Email Client

Send and reply your customers directly with our integrated email service. See all your conversations in one place without switching between your email clients or tabs.

Customer View

Zoom in on a customer to view past correspondence, transactions, and purchased items/services. You can also add private notes, such as birthdays and other important information.

Multiple Pipeline Views

Toggle between List and Kanban views to manage your clients. Our flexible sales pipeline management tool adapts to your preferences.

The best pipeline management software to handle your clients

Keeping track of several customers and their statuses can be a tedious job. Our free pipeline management software simplifies your workflow, enabling you to easily track and organize multiple customers onto a centralized view.

Client pipeline updates automatically (and in real-time) when you change a status, ensuring that you’ll always be working with current information. Know what is next on your “To Do” list with Client Pipeline. Use for free.

Got questions? Head to our FAQs.

✓ 5 minute setup ✓ No credit card needed

Integrated email client

➤ Send and reply to emails with your customers directly from the “Customer View”, without the need to switch between tabs.

➤ See all your past interactions with the customer, document status and read receipts in a collective view.

In-depth customer view

➤ Access comprehensive customer information through our detailed customer view – from past transactions and document statuses, to a financial report.

➤ Update your clients’ details directly on the customer view without switching tabs. Edit information and add private notes to keep you organized.

Automated status update

➤ With automated status updates, your customers will align accordingly as they move further down the pipeline – all without manual inputs.

➤ Customers are automated added when you create a new document and real-time updates ensure that you’ll always have the most current overview.

Switch between views

➤ Switch views to suit your workflow. Toggle between Kanban and List views to manage your clients the way you prefer. Our flexible pipeline management tool adapts to your preferences.

Manage sales and payments with our Client Pipeline

Frequently Asked Questions (FAQs) about the client pipeline management software

What is a sales pipeline?

A sales pipeline is a visual representation of the stages a customer goes through from initial contact to final purchase. Our Client Pipeline helps businesses track the progress of potential sales by automatically sorting customers into relevant sections in the pipeline. This allows you to easily see where each customer is in the sales process, enabling timely follow-ups and reducing the need for manual tracking.

Similarly, the customer view provides a summary of past transactions and correspondence at a glance, you might even uncover a client that is due for a follow up.

What is pipeline management?

Pipeline management involves overseeing and guiding sales opportunities through various stages in a sales pipeline.

The Client Pipeline’s Kanban view offers a clear snapshot to help you monitor customer interactions, predict revenue, and ensure smooth transitions between sales stages — all without switching between sections or tools.

What are the benefits of using a client pipeline management tool?

Using our free client pipeline management tool offers several benefits:

Enhanced organization: Automatically sort and track customers based on their status. This helps you prioritize your daily tasks and streamlines your workflow. Know which customers and what to follow up on in one look.
Time savings: Reduce your need for manual tracking and updates. The tool eliminates the need to manage multiple spreadsheets or notes just to keep track of workflow.
Improved efficiency: Easily manage client information using our customer view. Add and edit details from the pipeline view directly.
Timely interaction: Following up with your customers promptly is important, keeping discussions recent ensures that you remain “top of the mind” by your clients. By having a clear view of your sales pipeline, you can also identify upsell opportunities, nurture relationships, and close deals more efficiently.

How are customers sorted to different statuses on the Client Pipeline?

Customers are automatically sorted into various statuses based on the most recent document linked to them. For example, when an invoice is paid, the customer moves to the “Invoice paid” column. This real-time sorting keeps your pipeline up-to-date, and gives you a clear view of each customer’s status.

This automated system eliminates the need for manual updates or managing a task sheet. You can instead focus on engaging with customers and closing sales, rather than managing administrative tasks.

Can statuses be manually changed per customer on the pipeline?

Yes, users can manually change customer statuses by dragging and dropping them within the Kanban view. This flexibility allows you to easily update changes in statuses that may arise. It may be a need to prioritize a client, adjust their status based on a phone call, or to just move them through the sales process.

Will pipeline management features let me add documents for each customer?

Yes, you can easily view and create new documents for each customer directly from the pipeline view. Simply click on the customer, and in the expanded view, select “Create Document” to get started. This streamlined process ensures that all your customer information and documents are accessible and up-to-date in one place.

Is the pipeline management tool available on mobile and desktop?

Not at this point. However, if you would like to see Client Pipeline on our mobile app, please visit our Nolt page to make a request!

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Manage your customers and sales cycle with
Client Pipeline

Trusted everywhere by freelancers and businesses