Kanban Pipeline gives every sales motion — leads, deals, support tickets, onboarding — a visual board with custom stages, drag-and-drop, automations on entry and exit, and a forecast that updates as deals move. Built for teams who sell in WhatsApp threads, not in spreadsheets.
Sales pipelines are where CRMs go to die. The board looks great in the demo — colored columns, drag-and-drop, big numbers at the bottom. Three months in, half the deals are stuck in "Qualified" because nobody bothered to move them. The closed-won column is empty because reps forget to update after they close on WhatsApp. The forecast is fiction. Leadership distrusts the board and runs Monday standups off a Google Sheet instead.
The problem is not the visualisation — kanban boards are fine. The problem is that the board is a separate place from where the actual conversation happens. A rep closes a deal in WhatsApp on Friday afternoon and remembers to update the CRM card on Monday morning, maybe. By then three other deals have moved, and the board reflects last week's reality.
Kanban Pipeline in SabNode CRM is fused to the conversation surface. The contact card on the board is the same contact you chat with in the inbox. Stage changes can trigger flows automatically — moved to "Proposal Sent" fires the proposal template, moved to "Won" triggers onboarding, moved to "Lost" tags the contact for re-engagement in 90 days. Conversation activity feeds back: an inbound message after 14 days of silence flags the deal for follow-up. The board updates because the work updates it, not because someone remembers to.
A Pipeline is a sequence of named stages with a defined purpose — sales (Lead, Qualified, Proposal, Won, Lost), onboarding (Signed, Setup, Training, Activated), support (New, In Progress, Resolved). You can run unlimited pipelines in parallel; a contact can sit on multiple boards at once (a Won customer can simultaneously be at "Training" in onboarding and "New" in support). Each pipeline has its own stages, automations, scoring rules and forecast settings.
Stages are configurable as much or as little as you need. Each stage has a name, color, an optional WIP limit (no more than 20 deals in "Proposal" at once), a target duration (deals over 14 days here are flagged stale), and entry/exit automations. Entry automation is "fire a flow when a deal enters this stage" — auto-send the proposal template when a deal moves to "Proposal Sent". Exit automation handles cleanup or notifications. No manual orchestration; the pipeline is a state machine you operate visually.
Drag-and-drop is the primary interface, but every stage transition can also happen programmatically — from a flow node, an API call, an AI Studio tool, or an auto-rule. This dual-mode is critical: humans drag deals when they have context, automation moves deals when signals fire. A deal that has been silent for 21 days in "Proposal" can auto-move to "Stalled" via rule. A new inbound from a previously-Lost contact can auto-move back to "Lead — Re-engaged". The board reflects the truth the conversation is creating.
Lead scoring runs in the background per pipeline. Define rules — +20 for "title contains CTO", +30 for "company size > 500", -10 for "no reply in 7 days" — and every deal carries a live score. The board sorts within each stage by score so reps work the highest-value cards first. Scores feed segments ("hot deals: score ≥ 80") and flows ("if score crosses 90, alert AE in Slack"). The forecast at the bottom of the board rolls up score-weighted deal values per stage to project pipeline coverage.
Run separate pipelines for sales, onboarding, support, refund disputes, partner deals. Each pipeline has its own stages, automations, scoring rules and access controls. Contacts can sit on multiple pipelines simultaneously without conflict.
Wire a flow to fire when a deal enters or exits a stage. Auto-send proposal on Proposal Sent, trigger onboarding on Won, tag and re-engage in 90 days on Lost. Replaces the manual playbook with deterministic execution.
Set per-stage WIP limits to enforce focus. Set target durations to surface stale deals automatically. The board highlights overflows and stalls so leads catch process issues without running reports.
Compose scoring rules from any contact signal — firmographic, behavioral, engagement. Scores update in real time. Board sorts within stage by score. Scores feed segments, flow branches and Slack alerts.
Each deal has an expected value and a stage-based probability. Forecast at the bottom of the board sums weighted values per stage and totals pipeline coverage. Configurable probability per stage. Updates instantly on drag.
Humans drag deals when they have context. Flows, rules and AI tools move deals when signals fire. Both paths share the same audit log. Stage history per deal queryable for win-loss analysis.
Restrict who can see, edit or move deals on a pipeline. Sales reps see only their pipeline; managers see all; finance sees forecast totals only. Granular roles support agencies running multiple client pipelines in one tenant.
Single sales pipeline: Inquired, Qualified, Quoted, Negotiating, Won, Lost. Auto-move from Inquired to Qualified when AI flags purchase intent. Manual drag for everything else. Entry automation on Won creates a Shopify customer and sends the onboarding sequence.
Three pipelines: Sales (Lead → Closed), Onboarding (Signed → Activated), Renewals (90-day, 30-day, 7-day). A contact moves through all three over the year. Each pipeline has its own RBAC — sales reps cannot see renewals; CSMs cannot edit sales stages.
Pipeline: Inquired, Counselled, Application Started, Documents Submitted, Enrolled. Scoring on student demographics and engagement. Stage entry on Enrolled triggers a payment-link flow. Counsellor wakes up to a board sorted by lead score, not random order.
Pipeline: Inquired, Property Sent, Site Visit Scheduled, Visited, Booked. Stage entry on Site Visit Scheduled auto-sends a calendar invite and sets a reminder. Stale deals over 14 days in any pre-Booked stage auto-tag for re-engagement. Brokers focus on hot deals, not the queue.
Pipeline: New, Investigating, Resolution Proposed, Customer Confirmed, Closed. AI tags inbound disputes by type. Exit automation on Closed updates Shopify with the resolution code. Ops manager sees aggregate volume per dispute type and average time-to-resolution.
Kanban Pipeline is included on every SabNode workspace. No separate billing, no extra setup — flip it on from your workspace settings.
Name it, add stages, configure colors, WIP limits, target durations. Set the contact entry rules — manual only, or auto-create on a specific event.
Attach flows to stage entry and exit. Configure auto-move rules from contact events (inbound silence, score threshold, custom field change).
Build scoring rules from contact signals. Set expected value and stage probability for forecast. Both update in real time as deals move.
Reps drag deals based on context. Flows move deals based on signals. The board reflects current reality. Filter by owner, score, recency, custom field.
Forecast at the bottom of the board. Stage-conversion report shows leaky stages. Win-loss analysis reveals patterns. Iterate on scoring and stages quarterly.
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