Tregovia Sales Pipeline gives service teams a visual Kanban board for deals, custom pipelines and stages, activity timelines, source tracking, and analytics for funnel value, forecast, aging, and win rate.
Sales pipeline
New business pipeline
EUR 42K
Open value
38%
Win rate
EUR 18K
Weighted forecast
Lead
Website inquiry
Referral follow-up
Qualified
Annual care plan
Multi-location rollout
Proposal
Service package
Membership setup
Workflow
Create a pipeline, capture the opportunity, move it through stages, and keep the history attached to the client record.
Tenants can keep multiple pipelines, set a default pipeline, and manage ordered open, won, and lost stages. New pipelines start with default stages.
Each deal stores client, owner, title, value, currency, probability, source, expected close date, notes, and optional links to services, estimates, invoices, appointments, and locations.
Staff can move open deals between stages. Moving to won or lost updates status and close date, and records a stage-change activity.
Deal activities support notes, calls, emails, meetings, and tasks, with scheduled dates and a history tied to the deal.
Deals can be marked won, marked lost with a reason, or reopened into the first open stage.
Analytics summarize total, open, won, and lost deals, value, won value, average deal time, win rate, funnel stages, bottlenecks, forecast, source performance, and aging deals.
Analytics
Sales Pipeline analytics use the same deal and stage data your team updates every day.
Count deals and value per pipeline stage, including open, won, and lost stages.
Open deals with expected close dates roll into monthly forecast totals weighted by probability.
Compare deal count, won/lost count, win rate, total value, and won value by source.
Pipeline in the CRM
Sales Pipeline is not a detached spreadsheet. Deals are tenant-scoped, linked to clients, and can reference services, estimates, invoices, appointments, and locations.
Pipeline actions publish CRM events such as deal created, updated, stage changed, won, lost, reopened, deleted, and activity created. Those events can feed notifications, workflow automation, follow-up sequences, and analytics.
Tenant-safe records
Every pipeline, stage, deal, and activity is scoped by tenant and soft-delete aware.
CRM events
Deal lifecycle changes publish events other modules can subscribe to.
Role-aware actions
Reads require authenticated access, staff can manage deals, and managers control pipelines, stages, and deletion.
FAQ
Short answers based on the current Tregovia implementation.
Give your team one place to move deals, log follow-up, close opportunities, and understand pipeline health.