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Visual Pipeline

Visual Deal Pipeline

See your revenue in motion. Drag and drop deals across customizable stages.

One-click rent templates, sequences, and AI agents tailored for Visual Pipeline.

What it does

A list of leads tells you who to call. A visual pipeline tells you the health of your entire business at a single glance.

WaveChat provides a Kanban-style pipeline that visualizes where every single deal is sitting-from 'Initial Enquiry' to 'Negotiation' to 'Closed Won'.

By dragging deals between stages, you immediately understand pipeline velocity and can accurately forecast upcoming revenue.

What you get

Drag and Drop Interface

Move deals effortlessly through your sales process. The interface is intuitive, visual, and highly satisfying.

Customizable Stages

Every business sells differently. Create custom stages that perfectly map to your unique qualification and closing process.

Revenue Forecasting

Assign a monetary value and probability to each deal. WaveChat calculates your weighted expected revenue automatically.

Stage-Triggered Automations

Automatically send a WhatsApp message or fire a webhook the exact moment a deal is dropped into a new stage.

Who uses it

A high-ticket B2B sales team

They track complex, multi-month deals across stages like 'Discovery', 'Demo Completed', and 'Contract Sent'.

A real estate brokerage

Agents track properties progressing from 'Viewing Scheduled' to 'Offer Made' to 'Escrow'.

A service business

They use the pipeline to track project fulfillment, moving clients from 'Quote Approved' to 'Work in Progress'.

Common questions

Can I have multiple pipelines?
Yes, you can create distinct pipelines for different products, different regional teams, or different sales motions.
What happens when a deal is lost?
You mark it as 'Closed Lost' and are prompted to select a Lost Reason. This data is critical for analyzing why deals fall through.
Does moving a deal stage notify the customer?
Not by default. However, you can use our Automations feature to trigger a template message when a stage changes.

Start free while it is still free

WaveChat is free for our first 100,000 businesses. No send fee, no card, no sales call.

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